Connect Jobber and OtterText to Build Intelligent Automations

Choose a Trigger

Jobber

When this happens...

Choose an Action

OtterText

Automatically do this!

Enable Integrations or automations with these events of Jobber and OtterText

Enable Integrations or automations with these events of Jobber and OtterText

Triggers

New Client Is Created

New Client Is Created

Runs when new client is created

Client Is Updated

Client Is Updated

Runs when client is updated

Client Is Deleted

Client Is Deleted

Runs when Client Is Deleted

New Invoice Is Created

New Invoice Is Created

Runs when New Invoice Is Created

Invoice Updated

Invoice Updated

Runs when invoice is updated

New Job Is Created

New Job Is Created

Runs when new job is created

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Frequently Asked Questions

How do I start an integration between Jobber and OtterText?

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

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

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

How often does the data sync between Jobber and OtterText?

The data sync between Jobber and OtterText 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 OtterText?

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 OtterText?

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

About OtterText

Boost your customer engagement through text campaigns to engage customers and grow sales on Otter Text.

Learn More