Connect Jobber and Holded to Build Intelligent Automations
Choose a Trigger
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
Choose an Action
Automatically do this!
Create Contact
List Contacts
Update Contact
Create Product
List Products
List Sales Channels
Create Payment
List Payments
Get Taxes
Create Purchase Order
Get Purchase Order
Create Sales invoices
Get Sales orders
Get Sales invoices
Create Sales orders
Create Sales receipts
Get Sales receipts
List Contact Groups
List Remittances
List Purchase Documents
Get Projects
Create Events
Create Employee
List Documents
Ready to use Jobber and Holded automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Client Is Created
Runs when new client is created
Client Is Updated
Runs when client is updated
Client Is Deleted
Runs when Client Is Deleted
New Invoice Is Created
Runs when New Invoice Is Created
Invoice Updated
Runs when invoice is updated
New Job Is Created
Runs when new job is created
Do thisActions
Action is the task that follows automatically within your Jobber integrations.
Create Contact
Create a new contact.
List Contacts
Get all your contact by phone number.
Update Contact
Update a specific contact.
Create Product
Create a new product.
List Products
Get all your products.
List Sales Channels
Get all your sales channels
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Frequently Asked Questions
To start, connect both your Jobber and Holded accounts to viaSocket. Once connected, you can set up a workflow where an event in Jobber triggers actions in Holded (or vice versa).
Absolutely. You can customize how Jobber data is recorded in Holded. This includes choosing which data fields go into which fields of Holded, setting up custom formats, and filtering out unwanted information.
The data sync between Jobber and Holded 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 Holded. 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.
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 MoreAbout Holded
The cloud-based tool that has everything you need to manage your company — wherever you are, whenever you need.
Learn More
