Best Jobber Automations

We keep bumping into limitations with the Zapier connections, and have looked into Adhesion Connect, Make, Integrately, and Hookdeck. Everyone falls short somewhere.

With Zapier we have been able to create Zaps that:

• Create a Jobber Client when a HubSpot Contact Lifecycle Stage switches to "Opportunity" (with checks to make sure the Jobber client doesn't already exist
• Create a CompanyCam Project when a new Jobber Request is created (except not all Request details are passed using Jobber's Zapier connection, so we use an Adhesion Connect Webhook for that)

We had Zaps active that would also create/update HubSpot deals when Jobber Quotes/Invoices were created, but that started using too many Tasks in Zapier.

Oh, we also have Microsoft Power Automate Flows active to look for Jobber Report CSV files and update our Power BI reports. Sadly, we have to run each report we want manually, as the Jobber Report Scheduler just wasn't up to **bleep** (some reports we need were missing, the report layout between manually-run and scheduler-run were different, plus a few other issues). I'm looking at possibly hooking up Adhesion Connect and AirTable to replace this process, which would work for future data. Not sure about past data.

So far Integrately and Adhesion Connect are the only two that appear to access Custom Fields.

I was trying to hook up through ReTool as well, but the Jobber API connections are miserable for me to figure out.

We also hired an outside developer to link CompanyCam and Jobber via some Google Functions so that when a Quote Draft is created and the CompanyCam Project ID is in the CompanyCamProjectID Custom Field in Jobber (we have to do this manually because, well, Custom Fields), it reads all the CompanyCam Photo Tags for that project, processes them, and then creates a quote with line items based on those tags. Saves us a HUGE amount of time.

I keep trying to streamline all of this, which is why I have mentioned so many different tools. But again, they all fall short somewhere.