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.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • ERP Next
    Document is cancelled in ERP Next Instant
  • ERP Next
    Document is changed in ERP Next Instant
  • ERP Next
    Document is inserted in ERP Next Instant
  • ERP Next
    Document is submitted in ERP Next Instant
  • ERP Next
    Document is trashed in ERP Next Instant
  • ERP Next
    Document is updated in ERP Next Instant
  • Jobber
    Job is updated in Jobber
  • Jobber
    Quote is updated in Jobber
  • Jobber
    Job is created in Jobber
  • Jobber
    Client is created in Jobber
  • Jobber
    Job is closed in Jobber
  • Jobber
    Invoice is updated in Jobber
  • Jobber
    Client is updated in Jobber
  • Jobber
    Time sheet entry is created in Jobber
  • Jobber
    Request is created in Jobber
  • Jobber
    Job is completed in Jobber
  • Jobber
    Invoice is created in Jobber
  • Jobber
    Quote approval is created in Jobber
  • Jobber
    Quote is created in Jobber
Arrow Right
2.
  • ERP Next
    Create lead in ERP Next
  • ERP Next
    Create customer in ERP Next
  • ERP Next
    Search lead in ERP Next
  • ERP Next
    Update lead in ERP Next
  • ERP Next
    Add Issue in ERP Next
  • Jobber
    Create quote in Jobber
  • Jobber
    Get invoice noteattechments by ID in Jobber
  • Jobber
    Update client in Jobber
  • Jobber
    Create visit in Jobber
  • Jobber
    Close Job in Jobber
  • Jobber
    Get job notes in Jobber
  • Jobber
    Get quote notes in Jobber
  • Jobber
    Create client in Jobber
  • Jobber
    Search property in Jobber
  • Jobber
    Add attachment to request in Jobber
  • Jobber
    Create job in Jobber
  • Jobber
    Create request in Jobber
  • Jobber
    Get client notes in Jobber
  • Jobber
    Get request notes in Jobber
  • Jobber
    Get invoice notes in Jobber
  • Jobber
    Search client in Jobber

Trusted by experts at...

indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo
indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo

Ready WorkflowsReady 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.
Got a different task in mind? Describe it

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.

ERP Next
Jobber
+
StripeStripe (4)
+
QuickBooks OnlineQuickBooks Online (4)
+
GmailGmail (4)
+
SlackSlack (4)
+
Google CalendarGoogle Calendar (4)
+
TwilioTwilio (4)
E
S
J
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.
S
E
J
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.
E
S
J
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.
S
E
J
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
ERP Next Triggers & Actions
Instant
Document is cancelled in ERP Next
Triggers the automation when a document is cancelled
Try it →
Instant
Document is changed in ERP Next
Triggers the automation when a document is changed
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 →
Instant
Document is trashed in ERP Next
Triggers the automation when a document is trashed
Try it →
Instant
Document is updated in ERP Next
Triggers the automation when a document is updated
Try it →
Create lead in ERP Next
Creates a new lead
Try it →
Create customer in ERP Next
Creates a new customer
Try it →
Search lead in ERP Next
Searches for a lead
Try it →
Update lead in ERP Next
Updates a lead
Try it →
Add Issue in ERP Next
Adds an issue
Try it →
Jobber
Jobber Triggers & Actions
Job is updated in Jobber
Triggers when a job is updated
Try it →
Quote is updated in Jobber
Triggers the automation when a new quote is update
Try it →
Job is created in Jobber
Triggers the automation when a new job is created
Try it →
Client is created in Jobber
Triggers the automation when a new client is created
Try it →
Job is closed in Jobber
Triggers the automation when a job is closed
Try it →
Invoice is updated in Jobber
Triggers when an invoice is updated
Try it →
Client is updated in Jobber
Triggers when a client is updated
Try it →
Time sheet entry is created in Jobber
Triggers the automation when a time entry is created
Try it →
Request is created in Jobber
Triggers the automation when a new request is created
Try it →
Job is completed in Jobber
Triggers the automation when a job is marked as completed
Try it →
Invoice is created in Jobber
Triggers the automation when any invoice is added or modified
Try it →
Quote approval is created in Jobber
Triggers the automation when any quote is approved
Try it →
Quote is created in Jobber
Triggers the automation when a new quote is created
Try it →
Create quote in Jobber
Generates a new quote
Try it →
Get invoice noteattechments by ID in Jobber
Try it →
Update client in Jobber
Update client profile
Try it →
Create visit in Jobber
Create visit using the Job ID
Try it →
Close Job in Jobber
Close a job using the Job ID
Try it →
Get job notes in Jobber
Try it →
Get quote notes in Jobber
Try it →
Create client in Jobber
Generates a new client profile
Try it →
Search property in Jobber
Searches for a property
Try it →
Add attachment to request in Jobber
Try it →
Create job in Jobber
Creates a new job
Try it →
Create request in Jobber
Generates a new request
Try it →
Get client notes in Jobber
Try it →
Get request notes in Jobber
Try it →
Get invoice notes in Jobber
Try it →
Search client in Jobber
Searches for a client
Try it →

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.

What you can automate?
🔄
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.
🔔
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.
🔄
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.
🔍
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.
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.
💬
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
Financial controllers
Dispatch managers
Dispatch managers
Account managers
Account managers
Sales operations teams
Sales operations teams
Field service technicians
Field service technicians
ERP administrators
ERP administrators
📊
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.
Our team

Ready Workflows 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
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
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
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
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
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
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?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

Trusted by 42,000+ Customers

Highest Rated Integration Platform on G2
P
ProductHunt

Most upvoted product of the month

2000+
leader
most-implementable
easiest-to-do-business
best-support

Frequently Asked Questions

How do I connect ERP Next to Jobber?
Frequently Asked Questions
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?
Frequently Asked Questions
Can I connect ERP Next, Jobber, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for ERP Next and Jobber?
Frequently Asked Questions
How are customer documents handled in ERP Next during automation?
Frequently Asked Questions
How does Jobber handle client and job updates in the integration?
Frequently Asked Questions
Do I need coding skills to set up ERP Next and Jobber workflows?
Frequently Asked Questions
Is the ERP Next and Jobber integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
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?

You Can Also Connect ERP Next or Jobber With 1500+ Other Apps

ERP Next
Popular ERP Next Integrations
Connect ERP Next to accounting, inventory management, and CRM tools to streamline your enterprise operations.
See All
ERP Next Integrations arrow right
No popular apps found
Jobber
Popular Jobber Integrations
Sync Jobber with scheduling, invoicing, and customer support apps to enhance your field service workflows.
See All
Jobber Integrations arrow right
No popular apps found