

ERP Next + Jobber Integration
Integrate ERP Next to Jobber in one click, or tell Integrately AI how you want each client handled. Create records, schedule visits, update client details, and notify your team automatically.
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Ready Workflows for ERP Next + Jobber Integration
Create clients, schedule jobs, update invoices, track time entries, and notify your team, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
Create your workflow with Integrately AI.Simply describe what you want to automate, and Integrately AI will build it for you.
Connect more apps to your ERP Next + Jobber flow
Connect billing, communication, and scheduling tools to extend your ERP Next and Jobber workflows. Pick a combination and activate it in one click.


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Stripe (4)
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QuickBooks Online (4)
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Gmail (4)
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Slack (4)
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Google Calendar (4)
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Twilio (4)
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Create a Stripe customer for every new ERP Next customer, and create a matching client in Jobber
Automatically set up billing in Stripe and field service tracking in Jobber whenever a customer is created in ERP Next.
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Record successful Stripe charges in ERP Next, and update the associated Jobber client
Keep your financial records and field service profiles synchronized whenever a payment succeeds in Stripe.
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Create a Stripe subscription from an ERP Next document update, and create a Jobber job
Automate recurring billing and schedule corresponding field jobs when ERP Next records change.
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When a Stripe invoice is paid, submit the document in ERP Next and close the Jobber job
Finalize accounting entries and close out field service jobs automatically upon payment confirmation.
Supported triggers and actions for ERP Next and Jobber
Mix and match to build the exact automation you need

ERP Next Triggers & Actions
Instant
Document is cancelled in ERP Next
Triggers the automation when a document is cancelled
Try it → Instant
Document is inserted in ERP Next
Triggers the automation when a document is inserted
Try it → Instant
Document is submitted in ERP Next
Triggers the automation when a document is submitted
Try it → 
Jobber Triggers & Actions
What can you automate with ERP Next + Jobber?
Streamline your field service operations by automating data flows, client updates, and invoice tracking between ERP Next and Jobber.
🔄
Sync ERP Next customers and Jobber clients automatically
Automatically create a client in Jobber whenever a new customer is created in ERP Next. Eliminate manual data entry and ensure your field service and ERP systems always match.
📝
Capture every submitted field and detail
Map all available client details, addresses, and notes from ERP Next directly into Jobber records. Ensure your field team has complete customer information before every visit.
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Notify your team instantly on new events
Alert your dispatchers and support staff the moment a new request or job is created. Keep everyone informed without checking multiple platforms manually.
🔀
Route workflows based on submitted fields
Trigger different actions depending on whether a quote is approved or a job is completed. Direct your team efficiently based on specific property or service criteria.
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Keep customer records up to date across apps
Update client details in Jobber whenever customer information is modified in ERP Next. Maintain consistent contact data across your entire software stack.
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Search and update existing client records
Search for existing clients before creating new ones to prevent duplicate entries. Update current profiles with the latest information automatically.
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Manage completed jobs and closed invoices
Close jobs in Jobber or update invoices automatically when corresponding documents change status in ERP Next. Keep your operational pipeline fully synchronized.
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Extend your workflow with Slack notifications
Send automated alerts to your Slack channels whenever a Jobber invoice is updated or an ERP Next document is submitted. Keep stakeholders aligned across communication tools.
And much more...
Who is ERP Next + Jobber integration for?
Operations managers, field service teams, and finance specialists use this integration to keep client data synchronized and eliminate manual data entry errors across platforms.
Financial controllers
Dispatch managers
Account managers
Sales operations teams
Field service technicians
ERP administrators
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Financial controllers
You're tracking revenue and expenses in ERP Next, but field invoices recorded in Jobber don't sync until someone manually exports them, so your end-of-month reporting is always outdated — with this integration, every financial record updates instantly and your statements stay accurate.
⚡
Dispatch managers
You're managing schedules in ERP Next, but new service requests logged in Jobber sit unnoticed until a shift ends, so urgent customer calls are delayed — automating both apps means every request creates an immediate customer record so your team can dispatch technicians right away.
📋
Account managers
You're updating client portfolios in ERP Next, but completion updates from Jobber take hours to reach your main database, so client status inquiries require manual digging — connecting these apps means every completed job updates client profiles instantly for accurate reporting.
📈
Sales operations teams
You're processing hundreds of leads in ERP Next, but transferring them into Jobber by hand creates a massive backlog, so prospective clients experience long response times — this integration means every new lead flows directly into your scheduling software without manual delays.
🤝
Field service technicians
You're executing scheduled work dispatched from ERP Next, but updated property notes logged in Jobber are missed by the office team, so billing details get lost — automating both apps means every client update syncs back to your core database seamlessly.
🗂️
ERP administrators
You're maintaining customer histories in ERP Next, but fragmented field data from Jobber leaves missing gaps in client audits, so compliance checks become stressful — with this integration, every client interaction and invoice creates a complete audit trail automatically.

Did you know?
Our team can create automations for you... At no extra cost!
Tell us what type of automation you want to make?
Why choose Integrately to automate ERP Next + Jobber
Build and manage your ERP Next + Jobber automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect ERP Next + Jobber with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?
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Select Automation
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Connect Accounts
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Automation is ready
Connect ERP Next + Jobber Now 
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Frequently Asked Questions
How do I connect ERP Next to Jobber?
You can connect ERP Next to Jobber instantly using ready-made workflows or by asking Integrately AI to build your automation. Link your accounts in 1-click and synchronize data across Stripe, Slack, and 1,500+ other apps with 24/5 live chat support.
Can I automate client creation between ERP Next and Jobber?
Can I connect ERP Next, Jobber, and Slack?
What is a good Zapier alternative for ERP Next and Jobber?
How are customer documents handled in ERP Next during automation?
How does Jobber handle client and job updates in the integration?
Do I need coding skills to set up ERP Next and Jobber workflows?
Is the ERP Next and Jobber integration free?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.
Want to automate something else in your workflow?
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