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Randy_Warner's avatar
Randy_Warner
Contributor 3
21 days ago

I want to integrate Jobber with ____________?

Hey everyone!

What have you wanted to integrate Jobber with but gotten stuck on?

What application in the App Marketplace seems over your head but you would love to make it work?

Drop a comment starting with "I want to integrate Jobber with ...." OR "I want to integrate ______ with Jobber" and finish the sentence. I'll answer ever question with a detailed flowchart, templates and videos where necessary.

Let's help everyone save time with integrations and automations!

5 Replies

  • I would like to build (or better, find) a GraphQL API wrapper for jobber to let me export KPIs and events to a better dashboard. Or, to rephrase a bit, I wish Jobber did a better job at exposing a consistent interface for exporting jobs, clients, visits, etc. I found where I can batch export invoices, but somehow not visits? or Jobs? WHY?!?

    • Randy_Warner's avatar
      Randy_Warner
      Contributor 3

      Hey ActualJeff​ ! You can get a lot of this information in real time using Zapier to begin building out your own database using tools such as Airtable

      For the trigger events that aren't available (or if you have things like custom fields) you should use Adhesion Connect. **disclaimer - I'm the founder and developer behind Adhesion Connect

      I put together a quick diagram below which is exactly how I have seen dozens of Jobber users achieve exactly what you are describing.

      1) Event happens in Jobber
      1.1) Data goes to Adhesion Connect (use this step if A, the event you're monitoring isn't available directly in Zapier; B, if you're using a platform other than Zapier that supports webhooks; or C, you want additional data from Jobber that isn't natively available through the Zapier integration)
      2) Data is sent to your integration platform (Make, Zapier, etc.)
      3) Data is then mapped to your table in Airtable where you

      A flow like this is important because you want changes to update in real time and you want to avoid duplicate data. This is where event triggers for updated records are critical.

      You can build what Airtable calls interfaces to visualize your data in a number of different ways.

       

  • I use RingCentral and Jobber completely separately but would like to integrate the two. I don't know where to start. My admin team finds RingCentral to be a lot more useful in tracking each lead in a task in Ringcentral and we have a discussion for each task there. 

     

    • Randy_Warner's avatar
      Randy_Warner
      Contributor 3

      Hi CleanSweepInc​ ! Thanks for commenting. 😊

      I made some assumptions here since you mentioned you were focused on Lead tracking. But I think this points to a larger issue in that Jobber really isn't designed to handle (client communication and internal communication). And for that matter, neither is RingCentral since a 'task' is associated to a conversation and not a customer/contact. Many people have found ways to work through this in Jobber by using notes on records (Requests, Quotes, etc.) however I have seen countless examples of information getting lost in notes though. This is where implementing even the most basic of CRMs could come in to act as a 'hub' for these type of records.

      But back to your question...

      I would suggest starting with a simple integration between Jobber and RingCentral that really begins with your Request form.

      Steps
      1) User completes your Request form (Jobber request form or an Adhesion Connect request form if you need advanced features)
      2) Request is automatically created in Jobber
      3) Details of the the Request trigger an integration in your chose integration platform (Make, Zapier, etc.)
      4) Search and Locate (or Create) a Contact in RingCentral
      5) Send a 'thank you' SMS to the Contact to begin the conversation in RingCentral
      6) (optional) Create a Task for the conversation in RingCentral - I say this is optional only because it would require working with the RingCentral API as there isn't a native Zapier action for this.

      I'm not certain of your current workflow however if any of this is being entered manually it doesn't have to be. All six steps I outlined above can be executed automatically simply when a prospective customer completes a Request form. I've outlined it visually below as well. Feel free to reply with any questions or any other thoughts on this or other integrations!



       

  • I want to better integrate Jobber with my business, to use your formatting which I'm assuming is just crafting a Copilot prompt ;(