
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

Automatically do this!
Mark as Finished
Remove Person From Campaign
Create Person and Push to Campaign
Create Person
Add Step to Campaign
List Campaigns
List Campaign Schedules
List Schedules
List Contacts
List Lists
List Templates
List Contact Statistics
List Email Accounts
List Custom Fields
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When this happensTriggers
A trigger is an event that starts a workflow.
Runs when new client is created
Runs when client is updated
Runs when Client Is Deleted
Runs when New Invoice Is Created
Runs when invoice is updated
Runs when new job is created
Action is the task that follows automatically within your Jobber integrations.
Marks a person as finished in the campaign (i.e., they have completed all required steps or the campaign has ended for them).
Removes a person from a specific campaign in an array of campaigns.
Creates a person and immediately adds them to a campaign.
Creates a new person.
Adds a new step to an existing campaign.
Get List of Campaigns

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Jobber and Reply accounts to viaSocket. Once connected, you can set up a workflow where an event in Jobber triggers actions in Reply (or vice versa).
Absolutely. You can customize how Jobber data is recorded in Reply. This includes choosing which data fields go into which fields of Reply, setting up custom formats, and filtering out unwanted information.
The data sync between Jobber and Reply 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 Reply. 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 is the command centre for home service businesses. Our easy-to-use app powers sales, operations, and customer service—all in one place.
Learn MoreReply is a sales automation platform that puts outreach on autopilot, while still making each communication personal.
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