Connect Jobber and Docstar
Integrate Jobber with Docstar to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Find Documents in Docstar when When a new client is created in Jobber
List All Pages from Docstar when When a new client is created in Jobber
View Page Text and Metadata from Docstar when When a new client is created in Jobber
Create Page Endpoint in Docstar when When a new client is created in Jobber
Create FAQ Entries in Docstar when When a new client is created in Jobber
Popular Jobber + Docstar flows
Start from a real workflow other teams are already running.
Choose a trigger
Jobber
When this happens...
When a new client is created
When a client is updated
When a client is deleted
When a new invoice is created
When an invoice is updated
When a new job is created
When a job is closed
When a job is updated
When a new quote is created
When a quote is approved
When a quote is sent
When a new request is created
Choose an action
Docstar
Automatically do this!
Find Documents
Create Page
List All Pages
View Page Text and Metadata
Create Page Endpoint
Create FAQ Entries
Approve or Reject FAQ
View FAQ Details
Find Documents in Docstar when When a new client is created in Jobber
Use this flowList All Pages from Docstar when When a new client is created in Jobber
Use this flowView Page Text and Metadata from Docstar when When a new client is created in Jobber
Use this flowCreate Page Endpoint in Docstar when When a new client is created in Jobber
Use this flowCreate FAQ Entries in Docstar when When a new client is created in Jobber
Use this flowApprove or Reject FAQ in Docstar when When a new client is created in Jobber
Use this flowView FAQ Details in Docstar when When a new client is created in Jobber
Use this flowFind Documents in Docstar when When a client is updated in Jobber
Use this flowList All Pages from Docstar when When a client is updated in Jobber
Use this flowView Page Text and Metadata from Docstar when When a client is updated in Jobber
Use this flowSupported Triggers & Actions
Everything you can automate between Jobber and Docstar.
When this happensTriggers
A trigger is an event that starts a workflow.
When a new client is created
Runs the workflow automatically when a new client is added to the account.
When a client is updated
Runs the workflow automatically whenever any client is updated.
When a client is deleted
Runs the workflow automatically whenever a client is deleted from the account.
When a new invoice is created
Runs the workflow automatically whenever a new invoice is created.
When an invoice is updated
Runs the workflow automatically whenever an invoice is updated in the account.
When a new job is created
Runs the workflow automatically whenever a new job is created in the account.
Do thisActions
Action is the task that follows automatically within your Jobber integrations.
Create Job
Create a new job for a client
Get Jobs
Show jobs with status, dates
Create Client
Add a new client
Get Clients
Retrieve clients with filters
Create Quote
Enter action Description Here
Get Quotes
List quotes from Jobber
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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.
Learn moreSimilar apps
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.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Jobber and Docstar accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Jobber and Docstar as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Docstar. No coding required.
Yes. You can set up a workflow where Jobber triggers actions in Docstar, and a separate workflow where Docstar triggers actions in Jobber. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Jobber and Docstar. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Jobber and Docstar integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
