Forum Discussion

sudo_james's avatar
sudo_james
Contributor 2
10 days ago

Can Zapier automate Jobber requests with custom fields and team assignments?

Hi Team,

Has anyone here created an automation in Zapier that automate the creation of Request in Jobber

will add all fields, including data in On-Site Assessment field and assigning to a Team.

I have integrated jobber and use the jobber zap in zapier but it will just create a Request and add note to a request. but won't automate the On-Site Assessment and assign it to a team.

Is there any way that we can do this? I'm thinking about using the jobber app, but I can't find any documentation about using it. or maybe i'm confuse on the documentation.

If you have created or have done this, please let me know.

zapier

1 Reply

  • krista's avatar
    krista
    Jobber Support Team
    1 day ago

    Hi sudo_james​, thanks for sharing what you’ve tried so far. That context is really helpful.

    To better understand what you’re trying to accomplish, could you share a bit more about the workflow you’re hoping to automate end-to-end? For example, what’s triggering the Request creation in Zapier, what data you’re aiming to populate in the On-Site Assessment field, and how you’re determining which team the Request should be assigned to.

    Just to be transparent as well, the actions and triggers listed in our help article Currently, it represents the full scope of what’s supported in the Jobber–Zapier integration. At this time, that doesn’t include populating custom fields or the On-Site Assessment section, which may be why you’re running into those limitations.

    Once we have a clearer picture of your use case, we can help confirm what’s possible today and talk through any potential workarounds or next steps.

    Looking forward to learning more.