I just wanted to get a post going for these. They can be super powerful in your business and I feel like they don't get talked about enough sometimes.
What are your best Jobber automations you have set up??
I really enjoy dashboards myself that give more custom information about my business. I like to use Airtable / Asana / Zapier.
Cheers !
Ooo, great question. Automations can really make a difference in streamlining operations. This will definitely be helpful for Jobber users who might not be taking full advantage of these features yet!
Some beneficial ideas, got me thinking now! I love the idea of an onboarding email. Good work
I was figuring out how to make an automation that automatically adds a tag to a customer profile. Tags are one of the best segmentation/differentiation variables for using the new marketing campaigns. It would be nice if Jobber could add a tag automatically at certain points in the customer cycle. Any ideas to do this?
That's a Zapier "Action" So it can be done. You would need something to trigger that action though.
Set up Triggers in Jobber to automate repetitive tasks elsewhere. You can automate an Action in another app whenever one of the below Triggers occurs in Jobber.
Automate the below Actions in Jobber when an event occurs in another app.
There is a lot of good information here. Great questions by all, and great answers with in depth information to ponder.
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:
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.
You've gone deep ! I'm trying to learn about using the API but it's a bit over my head... .might need to take a course haha.
