Connect Document360 and Jobber to Build Intelligent Automations
Ready to use Document360 and Jobber automations
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- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Social Media Post Creation and Scheduling Across Multiple Platforms
- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
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Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
new client is created
runs when new client is created
Do thisActions
Action is the task that follows automatically within your Document360 integrations.
Create a Document
Creates a new document
Update a Document
Updates the details of the document by it's id.
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Frequently Asked Questions
To start, connect both your Document360 and Jobber accounts to viaSocket. Once connected, you can set up a workflow where an event in Document360 triggers actions in Jobber (or vice versa).
Absolutely. You can customize how Document360 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 Document360 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 Document360 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 Document360
Document360 is a knowledge base software that helps to create, collaborate, and publish a self-service knowledge base for your products or services with ease.
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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