Connect Jobber and Revv Documents to Build Intelligent Automations

Choose a Trigger

Jobber

When this happens...

Choose an Action

Revv Documents

Automatically do this!

Enable Integrations or automations with these events of Jobber and Revv Documents

Enable Integrations or automations with these events of Jobber and Revv Documents

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 Revv Documents?

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

Can we customize how data from Jobber is recorded in Revv Documents?

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

How often does the data sync between Jobber and Revv Documents?

The data sync between Jobber and Revv Documents 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 Revv Documents?

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 Revv Documents?

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

About Revv Documents

Revv Documents is intended for individuals and teams looking to automate everyday paperwork accurately and smartly, all-in-one tool. Use Revv Documents to manage proposals, quotes, contracts and agreements.

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