Zoho Books + Jobber Integration

Integrate Jobber to Zoho Books in one click, or tell Integrately AI how you want each job handled. Create invoices, update client details, log payments, and sync records automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Zoho Books
    Invoice is created in Zoho Books Instant
  • Zoho Books
    Customer payment is created in Zoho Books Instant
  • Zoho Books
    Vendor payment is created in Zoho Books Instant
  • Zoho Books
    Customer is created in Zoho Books Instant
  • Zoho Books
    Customer is updated in Zoho Books Instant
  • Zoho Books
    Sales order is created in Zoho Books Instant
  • Zoho Books
    Purchase order is created in Zoho Books Instant
  • Zoho Books
    Estimate is created in Zoho Books Instant
  • Zoho Books
    Expense is created in Zoho Books Instant
  • Zoho Books
    Item is created in Zoho Books Instant
  • Zoho Books
    Bill is created in Zoho Books Instant
  • Zoho Books
    Credit note is created in Zoho Books Instant
  • Zoho Books
    Delivery challan is created in Zoho Books Instant
  • Zoho Books
    Recurring bill is created in Zoho Books Instant
  • Zoho Books
    Recurring expense is created in Zoho Books Instant
  • Zoho Books
    Recurring invoice is created in Zoho Books Instant
  • Zoho Books
    Project is created in Zoho Books Instant
  • Zoho Books
    Vendor is created in Zoho Books Instant
  • Zoho Books
    Timesheet is created in Zoho Books Instant
  • Jobber
    Invoice is updated in Jobber
  • Jobber
    Job is closed in Jobber
  • Jobber
    Client is created in Jobber
  • Jobber
    Client is updated in Jobber
  • Jobber
    Job is created in Jobber
  • Jobber
    Quote is updated in Jobber
  • Jobber
    Job is updated in Jobber
  • Jobber
    Job is completed in Jobber
  • Jobber
    Request is created in Jobber
  • Jobber
    Time sheet entry is created in Jobber
  • Jobber
    Invoice is created in Jobber
  • Jobber
    Quote approval is created in Jobber
  • Jobber
    Quote is created in Jobber
Arrow Right
2.
  • Zoho Books
    Update sales invoice in Zoho Books
  • Zoho Books
    Search invoice by combination of filter in Zoho Books
  • Zoho Books
    Mark invoice as void in Zoho Books
  • Zoho Books
    Send an invoice in Zoho Books
  • Zoho Books
    Mark invoice as draft in Zoho Books
  • Zoho Books
    Get invoice Pdf by ID in Zoho Books
  • Zoho Books
    Create project in Zoho Books
  • Zoho Books
    Delete time entry in Zoho Books
  • Zoho Books
    Search time entry by project in Zoho Books
  • Zoho Books
    Update time entry in Zoho Books
  • Zoho Books
    Search vendor in Zoho Books
  • Zoho Books
    Create time entry in Zoho Books
  • Zoho Books
    Create sales invoice in Zoho Books
  • Zoho Books
    Search invoice in Zoho Books
  • Zoho Books
    Create customer in Zoho Books
  • Zoho Books
    Search customer in Zoho Books
  • Zoho Books
    Get customer by id in Zoho Books
  • Zoho Books
    Create item in Zoho Books
  • Zoho Books
    Search item in Zoho Books
  • Zoho Books
    Create estimate in Zoho Books
  • Zoho Books
    Create sales order in Zoho Books
  • Zoho Books
    Get line items by sales order ID in Zoho Books
  • Zoho Books
    Update sales order in Zoho Books
  • Zoho Books
    Create payment in Zoho Books
  • Zoho Books
    Search account in Zoho Books
  • Zoho Books
    Create purchase order in Zoho Books
  • Zoho Books
    Create task in Zoho Books
  • 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
    Get job notes in Jobber
  • Jobber
    Close Job in Jobber
  • Jobber
    Create visit in Jobber
  • Jobber
    Update client in Jobber
  • Jobber
    Get invoice noteattechments by ID in Jobber
  • Jobber
    Create quote in Jobber
  • Jobber
    Get quote notes in Jobber
  • Jobber
    Get invoice notes in Jobber
  • Jobber
    Get request notes in Jobber
  • Jobber
    Get client notes in Jobber
  • Jobber
    Search client in Jobber

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Ready WorkflowsReady Workflows ย  for Zoho Books + Jobber Integration

Create invoices, update client details, sync payments, notify your team, and track projects, all in just one click.

Sorry, we donโ€™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 Jobber + Zoho Books flow

Connect communication, scheduling, and payment tools to extend your financial and field management workflow. Pick a combination and activate it in one click.

Zoho Books
Jobber
+
Google CalendarGoogle Calendar (4)
+
TwilioTwilio (4)
+
QuickBooks OnlineQuickBooks Online (4)
+
GmailGmail (4)
+
SlackSlack (4)
+
StripeStripe (4)
J
Z
G
Create a Zoho Books invoice for every new Jobber job, and schedule the visit in Google Calendar
New Jobber jobs generate a Zoho Books invoice instantly while adding an event to Google Calendar, removing manual scheduling and billing steps.
J
Z
G
When a Jobber client is updated, update the Zoho Books customer and update the Google Calendar event
Client updates in Jobber automatically adjust Zoho Books customer details and refresh the corresponding Google Calendar entry.
Z
J
G
When a Zoho Books invoice is created, create a Jobber job and add a reminder event in Google Calendar
Invoices generated in Zoho Books automatically spin up a new Jobber job and schedule a calendar follow-up in Google Calendar.
J
G
Z
Use Gemini to summarise Jobber job notes, create a Zoho Books estimate, and add a calendar review task in Google Calendar
Gemini processes Jobber job notes to generate a Zoho Books estimate while adding a review block in Google Calendar.

Supported triggers and actions for Zoho Books and Jobber

Mix and match to build the exact automation you need

Zoho Books
Zoho Books Triggers & Actions
Instant
Invoice is created in Zoho Books
Triggers the automation when any invoice is added or modified
Try it โ†’
Instant
Customer payment is created in Zoho Books
Triggers the automation when payment is made by customer
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Instant
Vendor payment is created in Zoho Books
Triggers the automation when a vendor payment is created
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Instant
Customer is created in Zoho Books
Triggers the automation when a new customer is created
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Instant
Customer is updated in Zoho Books
Triggers the automation when customer details are updated
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Instant
Sales order is created in Zoho Books
Triggers the automation when a sales order is created
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Instant
Purchase order is created in Zoho Books
Triggers the automation when a new purchase order is created
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Instant
Estimate is created in Zoho Books
Triggers the automation when a new estimate is created
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Instant
Expense is created in Zoho Books
Triggers the automation when a new expense is added
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Instant
Item is created in Zoho Books
Triggers the automation when a new item is created
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Instant
Bill is created in Zoho Books
Triggers the automation when a new bill is created
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Instant
Credit note is created in Zoho Books
Triggers the automation when a new credit note is generated
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Instant
Delivery challan is created in Zoho Books
Triggers the automation when a Delivery challan is created
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Instant
Recurring bill is created in Zoho Books
Triggers the automation when a recurring bill is created
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Instant
Recurring expense is created in Zoho Books
Triggers the automation when a recurring expense is created
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Instant
Recurring invoice is created in Zoho Books
Triggers the automation when a recurring invoice is created
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Instant
Project is created in Zoho Books
Triggers the automation when a new project is created
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Instant
Vendor is created in Zoho Books
Triggers the automation when a new vendor is created
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Instant
Timesheet is created in Zoho Books
Triggers the automation when a timesheet is created
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Update sales invoice in Zoho Books
Update sales invoice with pre-filled details
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Search invoice by combination of filter in Zoho Books
Search invoices by combination of fields.
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Mark invoice as void in Zoho Books
Mark an invoice status as void in ZohoBooks.
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Send an invoice in Zoho Books
Invoice is sent
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Mark invoice as draft in Zoho Books
Marks an invoice as draft in Zoho Books
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Get invoice Pdf by ID in Zoho Books
Retrieves invoice Pdf based on their ID
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Create project in Zoho Books
Generates a new project
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Delete time entry in Zoho Books
Removes a time entry from the system
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Search time entry by project in Zoho Books
Looks for a specific time entry
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Update time entry in Zoho Books
Modifies an existing time entry
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Search vendor in Zoho Books
Searches for a vendor
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Create time entry in Zoho Books
Adds a new time entry
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Create sales invoice in Zoho Books
Generates a new sales invoice with pre-filled details
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Search invoice in Zoho Books
Locates and retrieves invoices with
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Create customer in Zoho Books
Adds a new customer to the database
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Search customer in Zoho Books
Locates and retrieves customer information
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Get customer by id in Zoho Books
Retrieves customer information based on their id
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Create item in Zoho Books
Generates a new item
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Search item in Zoho Books
Locates and retrieves particular item information
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Create estimate in Zoho Books
Adds a new contact to the contact list
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Create sales order in Zoho Books
Generates a new sales order with pre-filled details
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Get line items by sales order ID in Zoho Books
Retrieves line items associated with a sales order id
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Update sales order in Zoho Books
Updates sales orders with the latest information
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Create payment in Zoho Books
Generates and process a payment transaction
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Search account in Zoho Books
Searches for account information
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Create purchase order in Zoho Books
Generates a purchase order for approved requests
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Create task in Zoho Books
Creates a new task
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Jobber
Jobber Triggers & Actions
Invoice is updated in Jobber
Triggers when an invoice is updated
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Job is closed in Jobber
Triggers the automation when a job is closed
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Client is created in Jobber
Triggers the automation when a new client is created
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Client is updated in Jobber
Triggers when a client is updated
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Job is created in Jobber
Triggers the automation when a new job is created
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Quote is updated in Jobber
Triggers the automation when a new quote is update
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Job is updated in Jobber
Triggers when a job is updated
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Job is completed in Jobber
Triggers the automation when a job is marked as completed
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Request is created in Jobber
Triggers the automation when a new request is created
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Time sheet entry is created in Jobber
Triggers the automation when a time entry is created
Try it โ†’
Invoice is created in Jobber
Triggers the automation when any invoice is added or modified
Try it โ†’
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
Try it โ†’
Create request in Jobber
Generates a new request
Try it โ†’
Create job in Jobber
Creates a new job
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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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Get job notes in Jobber
Try it โ†’
Close Job in Jobber
Close a job using the Job ID
Try it โ†’
Create visit in Jobber
Create visit using the Job ID
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Update client in Jobber
Update client profile
Try it โ†’
Get invoice noteattechments by ID in Jobber
Try it โ†’
Create quote in Jobber
Generates a new quote
Try it โ†’
Get quote notes in Jobber
Try it โ†’
Get invoice notes in Jobber
Try it โ†’
Get request notes in Jobber
Try it โ†’
Get client notes in Jobber
Try it โ†’
Search client in Jobber
Searches for a client
Try it โ†’

What can you automate with Jobber + Zoho Books?

Streamline your field service billing and customer management with automated workflows connecting Jobber and Zoho Books.

What you can automate?
๐Ÿงพ
Create Zoho Books invoices from new Jobber jobs
Generate a sales invoice in Zoho Books the moment a new job or invoice is created in Jobber. Remove manual double-entry from your billing process.
๐Ÿ“‹
Sync every submitted field and line item
Map all available Jobber quote details and line items directly into your Zoho Books estimates and invoices. Ensure your accounting records capture every service detail.
๐Ÿ””
Alert your team the moment payments arrive
Send instant notifications to your finance or sales channel in Slack whenever a customer payment is recorded in Zoho Books for a Jobber client.
๐Ÿ”€
Route quotes based on submitted job tags
Create different Zoho Books estimates or sales orders depending on the service tier or category selected on the Jobber job submission.
๐Ÿ”„
Keep client contact details synchronised
Update customer profiles in Zoho Books automatically whenever a client record or address is modified in Jobber.
๐Ÿ”
Search and update existing customer records
Look up existing customer entries in Zoho Books before creating new records, preventing duplicate accounts when Jobber clients are updated.
โฑ๏ธ
Handle later job completions and time tracking
Trigger accounting updates and time entries in Zoho Books whenever timesheet entries are created or jobs are marked complete in Jobber.
๐Ÿ”Œ
Extend your workflow with communication apps
Connect Jobber and Zoho Books with Slack, Gmail, or Twilio to email customer receipts or broadcast payment alerts the moment transactions clear.
And much more...

Who is Jobber + Zoho Books integration for?

Field service businesses and accounting teams eliminate manual data entry, bridging job management and financial reporting across Jobber and Zoho Books.

Finance directors
Finance directors
Field service managers
Field service managers
Account managers
Account managers
Billing coordinators
Billing coordinators
Operations leads
Operations leads
Bookkeepers
Bookkeepers
๐Ÿ“ˆ
Finance directors
You're managing revenue and expense reports across field operations, but your accounting ledger only updates when someone manually exports jobs from Jobber, so the financial numbers you're reviewing are always hours behind โ€” this integration means every new job creates an invoice instantly and your financial data stays current.
โšก
Field service managers
You need to dispatch crews and bill clients the moment work wraps up, but payment data gets stuck in disconnected systems and delays your invoicing cycle โ€” automating both apps means every completed job generates an invoice right away and your billing workflow moves without friction.
๐Ÿค
Account managers
You answer to clients who want immediate estimates and updated project statuses, but tracking changes across field apps and accounting software takes hours of cross-referencing โ€” with this integration, every quote update in Jobber syncs to Zoho Books instantly and your client reports are always accurate.
๐Ÿ“‹
Billing coordinators
The volume of daily field jobs is too high for anyone to keep up with manual data entry between dispatch tools and ledgers, leading to missed invoices and billing backlogs โ€” automating both apps means customer payments and invoices flow seamlessly between Jobber and Zoho Books without manual transcription.
๐Ÿ—๏ธ
Operations leads
You depend on office staff to hand over customer details and signed quotes before you can schedule work or prepare invoices, causing costly operational delays โ€” connecting these apps means every approved quote in Jobber creates a sales order in Zoho Books automatically so your team can start work immediately.
๐Ÿ—‚๏ธ
Bookkeepers
You need a reliable history of customer payments and job expenses, but manual copying between software creates frequent gaps and reconciliation errors โ€” this integration means every transaction in Zoho Books updates the corresponding client record in Jobber so your audit trail remains complete.
Our team

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

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Why choose Integrately to automate Zoho Books + Jobber

Build and manage your Zoho Books + 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 Zoho Books + 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 โ€” 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?

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Frequently Asked Questions

How do I connect Jobber to Zoho Books?
Frequently Asked Questions
You can connect Jobber to Zoho Books in one click using pre-built templates or ask Integrately AI to build custom workflows linking your field management and accounting tools.
Can I automatically create Zoho Books invoices when a Jobber job is completed?
Frequently Asked Questions
Can I connect Jobber, Zoho Books, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Jobber and Zoho Books?
Frequently Asked Questions
How are customer updates handled between Jobber and Zoho Books?
Frequently Asked Questions
Can I sync customer payments from Zoho Books back to Jobber?
Frequently Asked Questions
Do I need coding skills to automate Jobber and Zoho Books?
Frequently Asked Questions
Is the Jobber and Zoho Books integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

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