Jobber + Sellsy Integration

Integrate Jobber to Sellsy in one click, or tell Integrately AI how you want each job handled. Capture client details, create sales contacts, update opportunities, and trigger follow-ups automatically.

Free foreverFree forever.
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
  • Sellsy
    Contact is created in Sellsy Instant
  • Sellsy
    Contact is updated in Sellsy Instant
  • Sellsy
    Opportunity is created in Sellsy Instant
  • Sellsy
    Opportunity status is changed in Sellsy Instant
  • Sellsy
    Task is updated in Sellsy Instant
  • Sellsy
    Task is deleted in Sellsy Instant
  • Sellsy
    Task is created in Sellsy Instant
  • Sellsy
    Company is created in Sellsy Instant
  • Sellsy
    Company is updated in Sellsy Instant
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2.
  • Jobber
    Get invoice notes 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
    Add attachment to request 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
    Search property in Jobber
  • Jobber
    Create client in Jobber
  • Jobber
    Search client in Jobber
  • Sellsy
    Create a company in Sellsy
  • Sellsy
    Update company in Sellsy
  • Sellsy
    Search company by name in Sellsy
  • Sellsy
    Create a contact in Sellsy
  • Sellsy
    Search contact by email in Sellsy
  • Sellsy
    Update contact in Sellsy
  • Sellsy
    Create an opportunity in Sellsy
  • Sellsy
    Create a task in Sellsy

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Ready Workflows Ready Workflows for Jobber + Sellsy Integration

Create contacts from new jobs, sync customer details, update opportunities, and trigger follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Jobber + Sellsy Integration

Create Sellsy task for new Jobber event

Creating task in Sellsy is a great way to keep track of task that need to be completed when an event is created in your Jobber account.

With the help of this integration, when an event is created, a task will be automatically created in Sellsy and will include the details of the event (name, email address, etc.).

This makes it easy to keep track of any task that need to be completed related to the new event. You can then simply assign the task to someone on your team and they can get started!
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Jobber + Sellsy Integration

Create Sellsy deal for new Jobber event

In your business, you may need to track when someone is invited to an event. You can do this by creating a deal in Sellsy.

But manually creating a deal can be a tedious process. That's why we've created this handy automation to make your workflow efficient and easy. Whenever an event is created in Jobber, it will trigger a corresponding deal creation in Sellsy.

This makes it easy to keep track of all the interactions that person has with your company. By using deal, you can quickly see what stage of the customer journey they are in, and which steps need to be taken next.
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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 + Sellsy flow

Send client notifications, log invoices, sync payments, and keep your entire team aligned. Pick a combination and activate it in one click.

Jobber
Sellsy
+
StripeStripe (4)
+
GmailGmail (4)
+
QuickBooks OnlineQuickBooks Online (4)
+
SlackSlack (4)
+
Google CalendarGoogle Calendar (4)
+
MailchimpMailchimp (4)
J
S
S
Create a Sellsy contact when a new Jobber job is created, and record the payment in Stripe
New Jobber jobs create matching Sellsy contacts and log transactions in Stripe instantly, removing manual data entry.
S
J
S
When a Sellsy opportunity is won, create a new job in Jobber and generate a Stripe invoice
Won opportunities in Sellsy immediately trigger a new Jobber job and a Stripe invoice so work begins without delay.
S
S
J
If a Stripe payment succeeds, update the matching Sellsy contact and close the job in Jobber
Successful Stripe payments update your Sellsy contact records and close out the corresponding Jobber job automatically.
S
S
J
Use Claude to summarise Stripe payment notes, update the Sellsy contact, and create a Jobber task
Claude reviews Stripe payment details, updates your Sellsy contact, and schedules follow-up work in Jobber.

Supported triggers and actions for Jobber and Sellsy

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 job in Jobber
Creates a new job
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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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Add attachment to request in Jobber
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Get quote notes in Jobber
Try it →
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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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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Sellsy
Sellsy Triggers & Actions
Instant
Contact is created in Sellsy
Triggers the automation when a new contact is created
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Instant
Contact is updated in Sellsy
Triggers the automation when a contact is updated
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Instant
Opportunity is created in Sellsy
Triggers the automation when any opportunity is updated
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Instant
Opportunity status is changed in Sellsy
Triggers the automation when the status of any opportunity changes
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Instant
Task is updated in Sellsy
Triggers the automation when any task is updated
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Instant
Task is deleted in Sellsy
Triggers the automation when a task is deleted
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Instant
Task is created in Sellsy
Triggers the automation when a new task is created
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Instant
Company is created in Sellsy
Triggers the automation when a new company is created
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Instant
Company is updated in Sellsy
Triggers the automation when a company is updated
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Create a company in Sellsy
Creates a new company record
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Update company in Sellsy
Updates company information
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Search company by name in Sellsy
Searches for a company using its name
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Create a contact in Sellsy
Adds a new contact to the contact list
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Search contact by email in Sellsy
Finds and retrieves contact information using their email address
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Update contact in Sellsy
Updates contact information
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Create an opportunity in Sellsy
Creates a new sales opportunity
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Create a task in Sellsy
Creates a new task
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What can you automate with Jobber + Sellsy?

Streamline your field service operations by connecting client scheduling with sales tracking in real time.

What you can automate?
🔄
Sync new jobs and contacts automatically
Create a Sellsy contact whenever a new job or client is created in Jobber. Eliminate duplicate data entry between your field service software and CRM.
📋
Capture every submitted field and note
Map all available request details, client notes, and quote amounts into your CRM instead of transferring only basic names and phone numbers.
🔔
Alert your team the moment work is booked
Notify sales reps and dispatchers instantly on Slack or via email when new jobs are scheduled or quote approvals are received.
🔀
Route records based on opportunity status
Trigger specific actions depending on whether a Sellsy opportunity is won, lost, or updated, ensuring the right follow-up happens every time.
📝
Keep client profiles up to date
Automatically update Sellsy contact information whenever a client profile or scheduled visit is modified in Jobber.
🔍
Search and update existing records
Prevent duplicate entries by searching for existing client records before creating new contacts or opportunities across both platforms.
Handle completed jobs and closed deals
Update opportunity stages, close jobs, and trigger follow-up communications the moment service delivery or billing is finalized.
🔌
Extend your workflow with additional tools
Connect Stripe, Gmail, QuickBooks Online, Slack, Google Calendar, or Mailchimp to your core Jobber and Sellsy automation stack.
And much more...

Who is Jobber + Sellsy integration for?

Field service managers, sales directors, and operations teams connecting scheduling with customer relationship management to keep service delivery and billing accurate.

Sales Directors
Sales Directors
Field Service Managers
Field Service Managers
Account Managers
Account Managers
Operations Coordinators
Operations Coordinators
Dispatchers
Dispatchers
Business Owners
Business Owners
📈
Sales Directors
You report on pipeline conversion rates and revenue forecasts, but your CRM records lag behind field scheduling because team members enter data by hand — this integration means every new job and contact syncs instantly and your pipeline numbers stay current.
Field Service Managers
You need to dispatch technicians the moment a deal closes, but office staff find out about new opportunities hours too late — automating both apps means service visits are scheduled immediately when sales win a deal.
🤝
Account Managers
You answer to clients who expect up-to-date project histories across sales and service calls, but information gets trapped in separate systems — connecting these apps means your client records show every completed job and active opportunity in one place.
🔄
Operations Coordinators
The volume of daily service bookings is too high for your staff to keep client records updated across platforms without errors — with this integration, every client, job, and contact transfers automatically without manual copy-pasting.
📋
Dispatchers
You depend on sales reps to hand over complete client details before you can schedule a field visit, but missing information stalls your workflow — this integration means every Sellsy opportunity arrives with complete contact data ready for booking.
🔍
Business Owners
You need a reliable history of customer interactions from initial lead creation to final job completion, but you keep finding gaps in your records — automating both apps ensures every touchpoint is logged correctly from start to finish.
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 + Sellsy

Build and manage your Jobber + Sellsy 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 + Sellsy 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 Sellsy?
Frequently Asked Questions
You can connect Jobber to Sellsy in one click using ready-made workflows or ask Integrately AI to build custom automations. You can also integrate apps like Stripe, Gmail, QuickBooks Online, Slack, Google Calendar, and Mailchimp.
Can I automatically create a Sellsy contact when a new Jobber job is created?
Frequently Asked Questions
Can I connect Jobber, Sellsy, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Jobber and Sellsy?
Frequently Asked Questions
How does Jobber client data sync with Sellsy?
Frequently Asked Questions
Can Sellsy opportunity updates refresh Jobber records?
Frequently Asked Questions
Do I need coding skills to automate Jobber and Sellsy?
Frequently Asked Questions
Is the Jobber and Sellsy integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

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

Jobber
Popular Jobber Integrations
Connect Jobber to scheduling, dispatching, and invoicing tools to manage your field operations efficiently.
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Sellsy
Popular Sellsy Integrations
Sync Sellsy with sales, reporting, and communication tools to keep your customer pipeline active.
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Sellsy Integrations arrow right
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