Jobber + Podio Integration

Integrate Jobber to Podio in one click, or tell Integrately AI how you want each job handled. Track progress, update project data, alert your team, and manage team tasks automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • 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
    Job is updated in Jobber
  • Jobber
    Quote is updated in Jobber
  • Jobber
    Job is created in Jobber
  • Jobber
    Invoice is created in Jobber
  • Jobber
    Quote approval is created in Jobber
  • Jobber
    Quote is created in Jobber
  • Podio
    Item is created in Podio
  • Podio
    Task is created in Podio
  • Podio
    Application is created in Podio
  • Podio
    View is created in Podio
  • Podio
    Organization is created in Podio
  • Podio
    Workspace is created in Podio
Arrow Right
2.
  • Jobber
    Get invoice notes in Jobber
  • Jobber
    Create request in Jobber
  • Jobber
    Get client notes in Jobber
  • Jobber
    Get request notes in Jobber
  • Jobber
    Create job in Jobber
  • Jobber
    Get quote notes in Jobber
  • Jobber
    Get job notes in Jobber
  • 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
    Add attachment to request in Jobber
  • Jobber
    Search property in Jobber
  • Jobber
    Create client in Jobber
  • Jobber
    Search client in Jobber
  • Podio
    Create task in Podio
  • Podio
    Create status in Podio
  • Podio
    Update status in Podio
  • Podio
    Update task in Podio
  • Podio
    Search item in Podio
  • Podio
    Update item in Podio
  • Podio
    Create item in Podio
  • Podio
    Get item details by id in Podio

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Ready Workflows Ready Workflows for Jobber + Podio Integration

Track field service jobs, organise project data in Podio, update statuses, alert your team, and trigger follow-ups, all in just one click.

Most popular automationmost-popular-automations
Jobber + Podio Integration

Create Podio task for new Jobber event

Every time a new Jobber event is created, this Jobber - Podio integration will generate a corresponding task in Podio automatically. This helps ensure that your team is always aware of the new events and can take the appropriate action.

Plus, it saves you time by eliminating the need to manually create tasks in Podio for all such Jobber events. The task can be assigned to the relevant team member and include all the necessary details such as the date, time, and other details of the booking.

By having this process automated, it will ensure that every booking is properly managed and that no bookings are forgotten about or left unmanaged. Additionally, it will help to keep the team organized and on track, as they will always know what needs to be done and when.
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  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Jobber + Podio flow

Sync financial records, notify team channels, log calendar schedules, and track customer payments across your stack. Pick a combination and activate it in one click.

Jobber
Podio
+
QuickBooks OnlineQuickBooks Online (8)
+
GmailGmail (8)
+
SlackSlack (8)
+
Google CalendarGoogle Calendar (8)
+
TwilioTwilio (8)
+
StripeStripe (8)
J
Q
P
Create a QuickBooks Online invoice from every new Jobber job and log it in Podio
New Jobber jobs automatically generate QuickBooks Online invoices and log records in Podio without manual data entry.
J
Q
G
Send a QuickBooks Online payment alert via Gmail when a Jobber invoice is updated
Invoice updates in Jobber trigger QuickBooks Online checks and send email notifications via Gmail instantly.
Q
J
P
When a QuickBooks Online invoice is paid, update the Jobber job status and log it in Podio
Paid invoices in QuickBooks Online automatically update Jobber job statuses and log updates in Podio.
J
Q
P
Create a QuickBooks Online customer when a new Jobber client is created and track it in Podio
New Jobber clients instantly create QuickBooks Online customer profiles and tracking items in Podio.
Q
P
S
If a QuickBooks Online payment fails, update the Podio item and alert the finance team
Failed payments in QuickBooks Online automatically update Podio project items and notify finance staff.
Q
P
G
When a QuickBooks Online invoice is updated, update the Podio project status and notify billing
Invoice updates in QuickBooks Online adjust Podio project stages and notify billing staff instantly.
Q
P
J
Use ChatGPT to categorise every new QuickBooks Online transaction, update the Podio item, and record it in Jobber
ChatGPT categorises QuickBooks Online transactions, updates Podio project items, and adds notes in Jobber.
Q
P
S
J
Turn every QuickBooks Online payment into a Podio project update, create a Stripe receipt, and log it in Jobber
Payments in QuickBooks Online update Podio items, generate Stripe receipts, and update Jobber jobs.

Supported triggers and actions for Jobber and Podio

Mix and match to build the exact automation you need

Jobber
Jobber Triggers & Actions
Client is created in Jobber
Triggers the automation when a new client is created
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Job is closed in Jobber
Triggers the automation when a job is closed
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Invoice is updated in Jobber
Triggers when an invoice is updated
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Client is updated in Jobber
Triggers when a client is updated
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Time sheet entry is created in Jobber
Triggers the automation when a time entry is created
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Request is created in Jobber
Triggers the automation when a new request is created
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Job is completed in Jobber
Triggers the automation when a job is marked as completed
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Job is updated in Jobber
Triggers when a job is updated
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Quote is updated in Jobber
Triggers the automation when a new quote is update
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Job is created in Jobber
Triggers the automation when a new job is created
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Invoice is created in Jobber
Triggers the automation when any invoice is added or modified
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Quote approval is created in Jobber
Triggers the automation when any quote is approved
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Quote is created in Jobber
Triggers the automation when a new quote is created
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Get invoice notes in Jobber
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Create request in Jobber
Generates a new request
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Get client notes in Jobber
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Get request notes in Jobber
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Create job in Jobber
Creates a new job
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Get quote notes in Jobber
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Get job notes in Jobber
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Create quote in Jobber
Generates a new quote
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Get invoice noteattechments by ID in Jobber
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Update client in Jobber
Update client profile
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Create visit in Jobber
Create visit using the Job ID
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Close Job in Jobber
Close a job using the Job ID
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Add attachment to request in Jobber
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Search property in Jobber
Searches for a property
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Create client in Jobber
Generates a new client profile
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Search client in Jobber
Searches for a client
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Podio
Podio Triggers & Actions
Item is created in Podio
Triggers the automation when a new item is created
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Task is created in Podio
Triggers the automation when a new task is created
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Application is created in Podio
Triggers the automation when a new application is created
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View is created in Podio
Triggers the automation when a new view is created
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Organization is created in Podio
Triggers the automation when a new organization is created
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Workspace is created in Podio
Triggers the automation when a new workspace is created
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Create task in Podio
Creates a new task
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Create status in Podio
Generates a new status update
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Update status in Podio
Updates the status of a particular object with latest information
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Update task in Podio
Updates the task with new information or changes
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Search item in Podio
Locates and retrieves particular item information
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Update item in Podio
Updates an item with new information
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Create item in Podio
Generates a new item
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Get item details by id in Podio
Retrieves item details using its id
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What can you automate with Jobber + Podio?

Streamline your field service operations by automating workflows between Jobber and Podio from end to end.

What you can automate?
🔄
Create Podio items from Jobber jobs automatically
Every time a new job is created in Jobber, a corresponding item is generated in Podio. Eliminate manual copying and keep your project management boards synchronised.
📋
Capture every submitted field from requests and quotes
Map all available Jobber request and quote details into separate Podio fields instead of basic summaries. Your project board becomes a richer source for review and dispatch.
🔔
Tell the right team member as soon as work arrives
Trigger instant notifications when new jobs or requests are logged in Jobber. Ensure your field staff and dispatchers can respond without delay.
🔀
Route records conditionally based on job type or client status
Set rules to handle high-priority jobs or enterprise clients differently within Podio. Direct specialized work to the correct team automatically.
📝
Keep project destinations up to date as jobs change
Whenever job details or invoice statuses are updated in Jobber, reflect those changes immediately in Podio. Maintain absolute accuracy across all systems.
🔍
Search and update existing records to prevent duplicates
Look up existing client profiles or project items before creating new entries. Keep your Podio database clean and free of redundant data.
Handle later status changes like completions and closures
When jobs are completed or closed in Jobber, automatically update corresponding item statuses in Podio. Keep your active workflow boards accurate.
💬
Extend your automation flow with Slack notifications
Combine Jobber and Podio with Slack to announce completed jobs, alert managers about urgent requests, and keep your entire organisation in sync.
And much more...

Who is Jobber + Podio integration for?

Field service teams, operations managers, and business owners use this integration to eliminate manual data entry, streamline project tracking, and keep their client data fully synchronized.

Performance analysts
Performance analysts
Dispatch coordinators
Dispatch coordinators
Account managers
Account managers
Operations supervisors
Operations supervisors
Field technicians
Field technicians
Administrative staff
Administrative staff
📈
Performance analysts
You're reviewing field service metrics across multiple systems but your project boards only update when someone manually exports data, so the completion rates you're reporting against are always a few hours behind — with this integration, every new job lands in Podio instantly and your data stays current.
Dispatch coordinators
You're scheduling field technicians in Jobber but your team tracking sheet only updates when someone sends an email, so the dispatch assignments you're coordinating are always lagging behind — with this integration, every new job lands in Podio instantly and your dispatching stays current.
🤝
Account managers
You're managing client service requests in Jobber but your client status report only updates when someone manually copies rows, so the project updates you're sharing with clients are always lagging behind — with this integration, every updated quote lands in Podio instantly and your reporting stays current.
📋
Operations supervisors
You're processing high volumes of service requests in Jobber but your project tracking board only updates when someone manually enters records, so the workload counts you're reviewing are always lagging behind — with this integration, every new request lands in Podio instantly and your tracking stays current.
🛠️
Field technicians
You're completing site visits in Jobber but your project handoff sheet only updates when someone manually types notes, so the job completion records you're depending on are always lagging behind — with this integration, every completed job lands in Podio instantly and your handover stays current.
🗂️
Administrative staff
You're managing billing and client profiles in Jobber but your master tracking database only updates when someone manually reconciles files, so the client history records you're maintaining are always lagging behind — with this integration, every new client lands in Podio instantly and your archive stays current.
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 Jobber + Podio

Build and manage your Jobber + Podio automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Jobber + Podio 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
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Jobber to Podio?
Frequently Asked Questions
You can connect Jobber to Podio in 1 click using ready workflows on Integrately, or use Integrately AI to build custom automations. It integrates seamlessly with apps like QuickBooks Online, Slack, and Gmail.
Can I create Podio items automatically when a new Jobber job is created?
Frequently Asked Questions
Can I connect Jobber, Podio, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Jobber and Podio?
Frequently Asked Questions
How does Jobber handle client updates in automations?
Frequently Asked Questions
How can I track Podio task statuses with Jobber data?
Frequently Asked Questions
Is coding required to set up Jobber and Podio integrations?
Frequently Asked Questions
Is the Jobber and Podio integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect Jobber or Podio With 1500+ Other Apps

Jobber
Popular Jobber Integrations
Connect Jobber to scheduling, dispatching, and invoicing tools to manage your field service operations.
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Podio
Popular Podio Integrations
Sync Podio with project management, communication, and document tools to keep your team data connected.
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