Connect Jobber and Docstar to Build Intelligent Automations

Choose a Trigger

Jobber

When this happens...

Choose an Action

Docstar

Automatically do this!

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

New Pages/Documents

New Pages/Documents

Fetch pages added to the selected collection since the configured recent time window.

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Do thisActions

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

Create a Document

Create a Document

Create a new page under a specified parent with title, optional URL slug, tab ID, and content.

List Pages/Documents

List Pages/Documents

Retrieve pages from a specified collection, optionally filtering by page name or page ID.

Get Page/Document Content

Get Page/Document Content

Retrieve the content (text and basic metadata) of a specific page or document stored in Docstar.

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Frequently Asked Questions

How do I start an integration between Jobber and Docstar?

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

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

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

How often does the data sync between Jobber and Docstar?

The data sync between Jobber and Docstar 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 Docstar?

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 Docstar?

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

About Docstar

Docstar is a comprehensive document management solution designed to streamline the way businesses handle, store, and access their documents. With advanced features for document capture, indexing, and retrieval, Docstar enhances productivity and ensures secure document handling.

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