Connect ClosedLoop AI and Jobber to Build Intelligent Automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Product Insight Generated
Runs when new product insight is generated
New Client Is Created
Runs when new client is created
New Quote Created
Runs when new quote is created
Quote Approved
Runs when quote is approved
Quote Sent
Runs when quote is sent
New Request Created
Runs when new request is created
Do thisActions
Action is the task that follows automatically within your ClosedLoop AI integrations.
Send Feedback
Send customer feedback to ClosedLoop AI to extract product insights.
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Frequently Asked Questions
To start, connect both your ClosedLoop AI and Jobber accounts to viaSocket. Once connected, you can set up a workflow where an event in ClosedLoop AI triggers actions in Jobber (or vice versa).
Absolutely. You can customize how ClosedLoop AI data is recorded in Jobber. This includes choosing which data fields go into which fields of Jobber, setting up custom formats, and filtering out unwanted information.
The data sync between ClosedLoop AI and Jobber typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between ClosedLoop AI and Jobber. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About ClosedLoop AI
ClosedLoop AI offers advanced AI solutions tailored for healthcare analytics, enabling organizations to leverage data-driven insights for improved patient outcomes and operational efficiency.
Learn MoreAbout Jobber
Jobber is the command centre for home service businesses. Our easy-to-use app powers sales, operations, and customer service—all in one place.
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