Connect Jobber and ERP Docs
Integrate Jobber with ERP Docs to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Send Document Reminder via ERP Docs when When a new request is created in Jobber
Create Document from Template in ERP Docs when When a client is updated in Jobber
Get Workspaces from ERP Docs when When a new invoice is created in Jobber
Send Document Reminder via ERP Docs when When a new job is created in Jobber
Get Workspaces from ERP Docs when When a quote is sent in Jobber
Popular Jobber + ERP Docs 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
ERP Docs
Automatically do this!
Get Templates
Create Document from Template
Get Bulk Send Batch
Get Bulk Send Rows
Get Documents
Download Signed Document
Send Document Reminder
Get Workspaces
Delete Brand Profile
Get Brand Profiles
Update Brand Profile
Create Brand Profile
Send Document Reminder via ERP Docs when When a new request is created in Jobber
Use this flowCreate Document from Template in ERP Docs when When a client is updated in Jobber
Use this flowGet Workspaces from ERP Docs when When a new invoice is created in Jobber
Use this flowSend Document Reminder via ERP Docs when When a new job is created in Jobber
Use this flowGet Workspaces from ERP Docs when When a quote is sent in Jobber
Use this flowGet Documents from ERP Docs when When a new client is created in Jobber
Use this flowGet Bulk Send Batch from ERP Docs when When a client is updated in Jobber
Use this flowGet Bulk Send Batch from ERP Docs when When a client is deleted in Jobber
Use this flowGet Templates from ERP Docs when When a job is closed in Jobber
Use this flowUpdate Brand Profile in ERP Docs when When a job is closed in Jobber
Use this flowSupported Triggers & Actions
Everything you can automate between Jobber and ERP Docs.
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 ERP Docs
ERPDocs is an AI-native document platform for securely preparing, sending, signing, tracking, and managing business agreements. It provides reusable templates, automated document insights, e-signatures, audit trails, contract reminders, secure sharing, and API-driven workflows.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Jobber and ERP Docs 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 ERP Docs 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 ERP Docs. No coding required.
Yes. You can set up a workflow where Jobber triggers actions in ERP Docs, and a separate workflow where ERP Docs 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 ERP Docs. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Jobber and ERP Docs integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
