Connect Jobber and Memory 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 a record
Find record
Update a record
Delete Records
Get all records
Memory
Ready to use Jobber and Memory 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 a record
Add a new record to Memory or update an existing one.
Find record
Find items by ID or matching fields.
Update a record
Modify specific records using the Update by ID action. This allows you to directly update a particular entry in your MongoDB storage by its unique identifier, ensuring precise changes to your stored data.
Delete Records
Delete one or more records from your Workspace Memory. You can delete by a specific Record ID, filter records using query conditions, or clear all records at once.
Get all records
Get documents from Memory.
Memory
Memory is available across the workspace in any flow.
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Frequently Asked Questions
To start, connect both your Jobber and Memory accounts to viaSocket. Once connected, you can set up a workflow where an event in Jobber triggers actions in Memory (or vice versa).
Absolutely. You can customize how Jobber data is recorded in Memory. This includes choosing which data fields go into which fields of Memory, setting up custom formats, and filtering out unwanted information.
The data sync between Jobber and Memory 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 Memory. 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 Memory
A seamless, secure vault for your crucial data. The "Memory" integration offers MongoDB-based storage, enabling Create, Read, Update, and Delete operations. Effortlessly manage and safeguard your data within your automation flows, ensuring easy access and precise control throughout the process.
Learn More
