Jobber + Smartsheet Integration

Integrate Jobber to Smartsheet in one click, or tell Integrately AI how you want each job handled. Create rows, track field service details, update sheets, and sync operations 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
  • Smartsheet
    Row is added in Smartsheet
  • Smartsheet
    Row is updated in Smartsheet
  • Smartsheet
    Attachment is added in Smartsheet
  • Smartsheet
    Comment is added in Smartsheet
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2.
  • Jobber
    Get request notes 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
    Create client in Jobber
  • Jobber
    Get invoice notes 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 client in Jobber
  • Smartsheet
    Add attachment to row in Smartsheet
  • Smartsheet
    Search row in Smartsheet
  • Smartsheet
    Update row in Smartsheet
  • Smartsheet
    Add row in Smartsheet
  • Smartsheet
    Send row in Smartsheet
  • Smartsheet
    Copy row in Smartsheet
  • Smartsheet
    Move row in Smartsheet
  • Smartsheet
    Add discussion to row in Smartsheet
  • Smartsheet
    Create sheet from a template in Smartsheet
  • Smartsheet
    Share sheet in Smartsheet
  • Smartsheet
    Create sheet from existing sheet in Smartsheet
  • Smartsheet
    Send sheet in Smartsheet
  • Smartsheet
    Create workspace in Smartsheet
  • Smartsheet
    Copy workspace in Smartsheet
  • Smartsheet
    Share workspace in Smartsheet
  • Smartsheet
    Copy folder in Smartsheet

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Ready Workflows Ready Workflows for Jobber + Smartsheet Integration

Track new jobs, update rows, sync client details, and manage field service operations, all in just one click.

Most popular automationmost-popular-automations
Jobber + Smartsheet Integration

Create Smartsheet row for new Jobber event

It's important to keep track of your bookings, and creating a spreadsheet can help you do just that. Automatically creating a new row in Smartsheet for every new Jobber event created will help you keep track of the details of each event, including the date, time, and number of guests.

Also all the relevant data will be stored in one place and can be easily accessed by anyone who needs it. This makes it easier to generate reports on events and their associated data. In short, using this Jobber - Smartsheet integration will save time and hassle down the line, so it is well worth doing. So go ahead and get started today!
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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 + Smartsheet flow

Sync your field operations with accounting, notifications, and customer communication tools. Pick a combination and activate it in one click.

Jobber
Smartsheet
+
QuickBooks OnlineQuickBooks Online (4)
+
GmailGmail (4)
+
SlackSlack (4)
+
Google CalendarGoogle Calendar (3)
+
StripeStripe (3)
+
TwilioTwilio (3)
J
S
Q
Add every new Jobber job to your Smartsheet sheet, and create a matching invoice in QuickBooks Online
New Jobber jobs appear in Smartsheet instantly while creating an invoice in QuickBooks Online, so your financial records match your field service work without manual data entry.
J
S
Q
When a Jobber job is completed, update the Smartsheet record and create a sales receipt in QuickBooks Online
Completed Jobber jobs update Smartsheet rows while generating a sales receipt in QuickBooks Online, keeping your operational logs and revenue records fully synchronized.
J
S
Q
When a Jobber client is updated, update the Smartsheet row and update the customer details in QuickBooks Online
Client updates in Jobber automatically refresh your Smartsheet rows and QuickBooks Online customer records, ensuring consistent contact data everywhere.
J
S
Q
Create a Smartsheet row for every new Jobber quote, and set up a matching estimate in QuickBooks Online
New Jobber quotes populate Smartsheet tracking rows and establish QuickBooks Online estimates instantly, streamlining your sales pipeline.

Supported triggers and actions for Jobber and Smartsheet

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 request notes in Jobber
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Search property in Jobber
Searches for a property
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Add attachment to request 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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Create client in Jobber
Generates a new client profile
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Get invoice notes in Jobber
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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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Search client in Jobber
Searches for a client
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Smartsheet
Smartsheet Triggers & Actions
Row is added in Smartsheet
Triggers the automation when a new row is added to a spreadsheet
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Row is updated in Smartsheet
Triggers the automation when a row is updated
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Attachment is added in Smartsheet
Triggers the automation when a new attachment is added
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Comment is added in Smartsheet
Triggers the automation when a comment is added
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Add attachment to row in Smartsheet
Attaches a file to a row
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Search row in Smartsheet
Searches and retrieve a row of data within a dataset
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Update row in Smartsheet
Updates a specified row in a spreadsheet or database
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Add row in Smartsheet
Adds a new row to the particular spreadsheet
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Send row in Smartsheet
Sends a row
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Copy row in Smartsheet
Duplicates a row of data within a spreadsheet
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Move row in Smartsheet
Relocates a selected row of data to a new position within the spreadsheet
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Add discussion to row in Smartsheet
Adds a discussion thread to a row
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Create sheet from a template in Smartsheet
Creates a new sheet from a template
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Share sheet in Smartsheet
Shares a sheet
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Create sheet from existing sheet in Smartsheet
Creates a new sheet based on an existing one
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Send sheet in Smartsheet
Sends a sheet
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Create workspace in Smartsheet
Creates a new workspace
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Copy workspace in Smartsheet
Duplicates a workspace to create a new identical workspace
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Share workspace in Smartsheet
Shares a workspace
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Copy folder in Smartsheet
Duplicate a folder and all its contents
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What can you automate with Jobber + Smartsheet?

Streamline your field service management by automating data synchronization, status tracking, and team notifications between Jobber and Smartsheet.

What you can automate?
📋
Sync every new Jobber job into a Smartsheet row
Capture every new Jobber job as a live Smartsheet row automatically the moment work is scheduled. Eliminate manual transcription and keep your field operations visible to the entire team.
📝
Map complete job details and custom attributes
Extract all submitted job descriptions, property details, and client information directly into separate Smartsheet columns. Your tracking sheet becomes a comprehensive operational database.
🔔
Alert your operations team instantly on updates
Send immediate team notifications whenever quotes are approved or jobs are completed in Jobber. Ensure dispatchers and managers stay informed without checking multiple dashboards.
🔀
Route records based on specific job categories
Evaluate job types or client status during creation to sort entries into distinct Smartsheet folders or workspaces. Direct different service tiers to the right project trackers automatically.
🔄
Keep sheet rows synchronized with live job changes
Update existing Smartsheet records automatically whenever job details, quotes, or client information are modified in Jobber. Maintain complete data consistency across your platforms.
🔍
Search and update existing client records cleanly
Check whether a client or property already exists in Smartsheet before adding a new row, preventing duplicate entries and maintaining a clean master database.
⏱️
Manage lifecycle updates for closed and completed work
Trigger downstream tracking updates when a Jobber job moves from active to closed or completed. Keep your historical performance reports accurate without manual check-ins.
💬
Connect field updates to your team communication channels
Extend your core Jobber and Smartsheet automation to Slack, alerting your designated field channels the exact second a major job milestone is reached.
And much more...

Who is Jobber + Smartsheet integration for?

Field service managers, operations coordinators, and finance teams use this integration to keep scheduling sheets and job records synchronized automatically without manual data entry.

Operations Directors
Operations Directors
Dispatch Managers
Dispatch Managers
Client Success Leads
Client Success Leads
Field Service Coordinators
Field Service Coordinators
Billing Clerks
Billing Clerks
Quality Assurance Leads
Quality Assurance Leads
📈
Operations Directors
You track field schedules in Jobber to monitor daily service delivery, but your planning sheets only update when someone manually copies entries, so your operational reports are always outdated — automating both apps means every completed job updates your Smartsheet records instantly.
Dispatch Managers
You need to dispatch crews and monitor live job updates instantly, but waiting for manual sheet updates leaves your team reacting too late to schedule changes — with this integration, every new job request creates a live sheet entry the moment it occurs.
🤝
Client Success Leads
You answer to external property managers who expect up-to-date status reports, but piecing together job logs by hand causes embarrassing delays — automating both apps means your stakeholders see accurate project metrics directly in shared sheets.
📊
Field Service Coordinators
Your team handles hundreds of service visits every week, making it impossible to manually log every job update into tracking files without missing crucial entries — this integration means high-volume scheduling flows seamlessly into your master sheet without errors.
💳
Billing Clerks
You depend on field techs to close jobs before you can process payments, but manual handoffs between dispatch software and financial tracking create constant bottlenecks — connecting these apps means completed jobs trigger downstream billing workflows the second they close.
🔍
Quality Assurance Leads
You need a complete, unbroken history of every client interaction and service visit for audits, but manual record-keeping always leaves gaps in your tracking log — automating both apps means every client update and closed job is captured without exception.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate Jobber + Smartsheet

Build and manage your Jobber + Smartsheet 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 + Smartsheet 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 Smartsheet?
Frequently Asked Questions
You can connect Jobber to Smartsheet in 1 click using ready-made automations on Integrately. Select a workflow, connect your accounts, and let Integrately AI handle the setup alongside 1,500+ other apps like Slack, Gmail, and QuickBooks Online.
Can I automatically sync new Jobber jobs to Smartsheet rows?
Frequently Asked Questions
Can I connect Jobber, Smartsheet, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Jobber and Smartsheet?
Frequently Asked Questions
How are Jobber quote updates handled in Smartsheet?
Frequently Asked Questions
Can Smartsheet rows be updated when a Jobber job is completed?
Frequently Asked Questions
Do I need coding skills to automate Jobber and Smartsheet?
Frequently Asked Questions
Is the Jobber and Smartsheet integration free?
Frequently Asked Questions
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You Can Also Connect Jobber or Smartsheet With 1500+ Other Apps

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Popular Jobber Integrations
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Smartsheet
Popular Smartsheet Integrations
Sync Smartsheet with data analytics, project management, and reporting tools to keep your business insights aligned.