
When this happens...
New Client Is Created
Client Is Updated
Client Is Deleted
New Invoice Is Created
Invoice Updated
New Job Is Created
Job Is Closed
Job Is Updated
New Quote Is Created
Quote Approved
Quote Sent
New Request Created

Automatically do this!
Get all Lists
Get all Teams
Get all Spaces
Get all Tasks
Get all Folders
Create Task
Get User Info
Create a Space
Create a List
Create a Folder
Update a Folder
Update a Task
Update a Space
Update a List
New Checklist
Find a Task by Task ID
Find a User by Name or Email
Get a Comment in a Task
Delete a task
Archive or Delete Task
Create Custom Field
Update Custom field Value
Find Custom Field
Post a Task Comment
Time Tracked
Create New Document
Create New Document Page
Create Subtask
Send Message to Channel
Send Direct Message
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when new client is created
Runs when client is updated
Runs when Client Is Deleted
Runs when New Invoice Is Created
Runs when invoice is updated
Runs when new job is created
Action is the task that follows automatically within your Jobber integrations.
Get all lists in a folder
Get a list of all teams
Get a list of all spaces
Get a list of all tasks
Get a list of all folders
Create a new task in a specified ClickUp list and set details such as title, description, assignees, tags, status, priority, start/due dates, and watchers.

Discover how viaSocket connects ClickUp to your tools to automate task creation, send instant notifications, and organize files. Streamline workflows, reduce manual data entry, and boost team efficiency.

Discover viaSocket, an AI-powered workflow automation platform with 2,000+ integrations. Learn what it is, how it works, and how to set up no-code automated workflows.

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Explore workflow automation: its definition, benefits, how it works, real-world examples, and how to automate with viaSocket.
To start, connect both your Jobber and ClickUp accounts to viaSocket. Once connected, you can set up a workflow where an event in Jobber triggers actions in ClickUp (or vice versa).
Absolutely. You can customize how Jobber data is recorded in ClickUp. This includes choosing which data fields go into which fields of ClickUp, setting up custom formats, and filtering out unwanted information.
The data sync between Jobber and ClickUp 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 Jobber and ClickUp. 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.
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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