IntegrationsCrystal BallJobber
Crystal Ball + Jobber

Connect Crystal Ball and Jobber to Build Intelligent Automations

Choose a Trigger

Crystal Ball

When this happens...

Choose an Action

Jobber

Automatically do this!

Enable Integrations or automations with these events of Crystal Ball and Jobber

Enable Integrations or automations with these events of Crystal Ball and Jobber

Actions

List Annotations

List Annotations

List of all available Annotations in the cluster.

Create Annotation in Crystal Ball

Create Annotation in Crystal Ball

Add an annotation in your account for an event.

Delete Annotation

Delete Annotation

Delete an annotation in your account for an event.

Change Annotation

Change Annotation

Change an annotation in your account for an event.

Request a new Action for Crystal Ball

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Frequently Asked Questions

How do I start an integration between Crystal Ball and Jobber?

To start, connect both your Crystal Ball and Jobber accounts to viaSocket. Once connected, you can set up a workflow where an event in Crystal Ball triggers actions in Jobber (or vice versa).

Can we customize how data from Crystal Ball is recorded in Jobber?

Absolutely. You can customize how Crystal Ball 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.

How often does the data sync between Crystal Ball and Jobber?

The data sync between Crystal Ball and Jobber typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Crystal Ball to Jobber?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Crystal Ball and Jobber?

Yes, you can set conditional logic to control the flow of data between Crystal Ball 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.

Crystal Ball

About Crystal Ball

Crystal Ball is a comprehensive business intelligence and analytics platform designed to provide insights and predictive analytics for businesses. It helps organizations make data-driven decisions by offering tools for data visualization, reporting, and forecasting.

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Jobber

About 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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