Connect Jobber and Cloze to Build Intelligent Automations

Choose a Trigger

Jobber

When this happens...

Choose an Action

Cloze

Automatically do this!

Ready to use Jobber and Cloze automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Client Is Created

New Client Is Created

Runs when new client is created

Client Is Updated

Client Is Updated

Runs when client is updated

Client Is Deleted

Client Is Deleted

Runs when Client Is Deleted

New Invoice Is Created

New Invoice Is Created

Runs when New Invoice Is Created

Invoice Updated

Invoice Updated

Runs when invoice is updated

New Job Is Created

New Job Is Created

Runs when new job is created

Do thisActions

Action is the task that follows automatically within your Jobber integrations.

Delete Company

Delete Company

Deletes an existing company by its company Id

Create ToDo

Create ToDo

Creates a new Todo

Add a Communication Record

Add a Communication Record

Create a new Communication Record

Create a Person

Create a Person

Creates a new person

Create a   Project

Create a Project

Create a new Project

Create Timeline Event

Create Timeline Event

Creates a new Timeline Event

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Frequently Asked Questions

How do I start an integration between Jobber and Cloze?

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

Can we customize how data from Jobber is recorded in Cloze?

Absolutely. You can customize how Jobber data is recorded in Cloze. This includes choosing which data fields go into which fields of Cloze, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Jobber and Cloze?

The data sync between Jobber and Cloze 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 Jobber to Cloze?

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 Jobber and Cloze?

Yes, you can set conditional logic to control the flow of data between Jobber and Cloze. 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

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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Cloze

About Cloze

Cloze acts as a smart CRM that tracks and organizes all your contacts and communication without manual entry. It keeps everything about your contacts in one place, from emails and meetings to notes and social media updates.

Learn More