Jobber + SmartSuite Integration

Integrate Jobber to SmartSuite in one click, or tell Integrately AI how you want each job handled. Track client requests, log new jobs, update quotes, and sync records automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • 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 updated in Jobber
  • Jobber
    Job is updated in Jobber
  • Jobber
    Quote is updated in Jobber
  • Jobber
    Job is created in Jobber
  • Jobber
    Job is closed in Jobber
  • Jobber
    Client is created in Jobber
  • Jobber
    Invoice is created in Jobber
  • Jobber
    Quote approval is created in Jobber
  • Jobber
    Quote is created in Jobber
  • SmartSuite
    Record is created in SmartSuite
  • SmartSuite
    Record is updated in SmartSuite
Arrow Right
2.
  • Jobber
    Get job notes in Jobber
  • Jobber
    Get client notes in Jobber
  • Jobber
    Get request notes in Jobber
  • Jobber
    Get invoice notes in Jobber
  • Jobber
    Get quote 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
    Create request in Jobber
  • Jobber
    Create 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
  • SmartSuite
    Search record in SmartSuite
  • SmartSuite
    Create record in SmartSuite
  • SmartSuite
    Update record in SmartSuite
  • SmartSuite
    Find Multiple Records (As Line Items) in SmartSuite

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 Workflows Ready Workflows for Jobber + SmartSuite Integration

Log new jobs, sync client details, update quotes, track invoices, and manage your field service records, all in just one click.

Most popular automationmost-popular-automations
Jobber + SmartSuite Integration

Create SmartSuite 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 SmartSuite 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 - SmartSuite integration will save time and hassle down the line, so it is well worth doing. So go ahead and get started today!
See more
  • 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 + SmartSuite flow

Bring customer communications, billing, and scheduling together after your core pair finishes. Pick a combination and activate it in one click.

Jobber
SmartSuite
+
StripeStripe (3)
+
GmailGmail (3)
+
QuickBooks OnlineQuickBooks Online (3)
+
TwilioTwilio (3)
+
Google CalendarGoogle Calendar (3)
+
SlackSlack (3)
J
S
S
Create a SmartSuite record for every new Jobber job, and add the customer in Stripe.
New Jobber jobs create corresponding SmartSuite records and Stripe customers instantly, eliminating manual data entry.
J
S
S
When a new client is created in Jobber, create a SmartSuite record and send a payment link in Stripe.
New Jobber clients generate SmartSuite records and immediate Stripe payment links without manual intervention.
J
S
S
When a Jobber invoice is updated, update the SmartSuite record and create a charge in Stripe.
Updated Jobber invoices sync automatically to SmartSuite and trigger corresponding charges in Stripe.

Supported triggers and actions for Jobber and SmartSuite

Mix and match to build the exact automation you need

Jobber
Jobber Triggers & Actions
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 updated in Jobber
Triggers when an invoice is updated
Try it →
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 →
Job is closed in Jobber
Triggers the automation when a job is closed
Try it →
Client is created in Jobber
Triggers the automation when a new client is created
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 →
Get job notes in Jobber
Try it →
Get client notes in Jobber
Try it →
Get request notes in Jobber
Try it →
Get invoice notes in Jobber
Try it →
Get quote notes in Jobber
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 →
Create request in Jobber
Generates a new request
Try it →
Create job in Jobber
Creates a new job
Try it →
Add attachment to request in Jobber
Try it →
Search property in Jobber
Searches for a property
Try it →
Create client in Jobber
Generates a new client profile
Try it →
Search client in Jobber
Searches for a client
Try it →
SmartSuite
SmartSuite Triggers & Actions
Record is created in SmartSuite
Triggers the automation when a new record is created
Try it →
Record is updated in SmartSuite
Triggers the automation when any record is updated
Try it →
Search record in SmartSuite
Searches for a record within a given database
Try it →
Create record in SmartSuite
Generates a new record
Try it →
Update record in SmartSuite
Updates a record with new information
Try it →
Find Multiple Records (As Line Items) in SmartSuite
Retrieves and display multiple records as individual line items for easy reference and organization
Try it →

What can you automate with Jobber + SmartSuite?

Streamline your field service management by automating records, client updates, and job tracking between Jobber and SmartSuite.

What you can automate?
🔄
Sync every new Jobber job to SmartSuite records
Automatically create a new record in SmartSuite the moment a job is booked in Jobber, eliminating manual copy-pasting and keeping your operational database up to date.
📝
Capture complete client details and requests
Transfer every submitted field from Jobber client profiles and requests directly into dedicated SmartSuite record fields for deeper analysis and tracking.
🔔
Alert your team instantly on new bookings
Trigger instant team notifications whenever a new service request or job is created in Jobber, ensuring swift response times across departments.
🔀
Route records based on submitted service types
Create conditional workflows that direct specific Jobber quote approvals or job categories to designated SmartSuite views based on submitted criteria.
🔄
Keep project records updated as jobs evolve
Automatically update existing SmartSuite records whenever quotes, invoices, or client information change within Jobber.
🔍
Match and update instead of creating duplicates
Search existing SmartSuite records before creating new entries, ensuring client and job histories stay consolidated in a single view.
💰
Handle job completions and invoice updates
Update project statuses in SmartSuite automatically the moment a Jobber job is marked completed or an invoice is updated.
🔌
Extend your workflow to messaging and email apps
Connect your core Jobber and SmartSuite flow with Slack, Gmail, or Twilio to notify stakeholders and clients the moment operational milestones occur.
And much more...

Who is Jobber + SmartSuite integration for?

Field service coordinators and operations managers depend on accurate job tracking, ensuring client requests and service records flow seamlessly between platforms.

Operations managers
Operations managers
Dispatch coordinators
Dispatch coordinators
Client success leads
Client success leads
Field service directors
Field service directors
Service technicians
Service technicians
Administrative leads
Administrative leads
📈
Operations managers
You review field productivity metrics every week, but your tracking records only update when someone manually exports jobs, so the completion numbers you rely on are always hours behind — with this integration, every new job lands in your base instantly and your reporting stays current.
Dispatch coordinators
You need to dispatch field technicians as soon as client requests arrive, but manual data entry causes critical delays in team communication — this integration means every new request populates your workspace immediately and your crew heads out on time.
🤝
Client success leads
You answer to clients who want immediate status updates on their service quotes and visits, but tracking down field notes takes too much time — connecting these apps means every quote revision updates your client records automatically without manual searching.
📊
Field service directors
The volume of daily job bookings is too high for your administrative staff to keep up by hand, leading to missing client records and billing errors — automating both apps means every job and invoice syncs without manual intervention.
🔧
Service technicians
You depend on upstream dispatchers to hand over job details and client notes before heading to a site, but information gaps leave you unprepared — automating both apps means every visit record and requirement is ready in your workspace.
🗂️
Administrative leads
You need a reliable history of all client interactions and completed invoices, but manual copying leaves frustrating gaps in your audit trail — this integration means every service event is logged accurately and your historical data remains complete.
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 + SmartSuite

Build and manage your Jobber + SmartSuite 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 + SmartSuite 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 Jobber to SmartSuite?
Frequently Asked Questions
You can connect Jobber to SmartSuite in 1-click using ready templates on Integrately, or ask Integrately AI to build the automation and map the fields. It takes minutes to link your accounts alongside apps like Slack, Gmail, and QuickBooks Online.
Can I automatically sync new Jobber jobs to SmartSuite records?
Frequently Asked Questions
Can I connect Jobber, SmartSuite, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Jobber and SmartSuite?
Frequently Asked Questions
How are Jobber quotes and invoices handled in SmartSuite?
Frequently Asked Questions
Can I sync client updates between Jobber and SmartSuite?
Frequently Asked Questions
Do I need coding skills to automate Jobber and SmartSuite?
Frequently Asked Questions
Is the Jobber and SmartSuite 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 Jobber or SmartSuite With 1500+ Other Apps

Jobber
Popular Jobber Integrations
Connect Jobber to CRMs, billing platforms, and communication channels to manage your field service operations.
See All
Jobber Integrations arrow right
No popular apps found
SmartSuite
Popular SmartSuite Integrations
Sync SmartSuite with project management, reporting, and team collaboration tools to keep your workflows connected.