Connect Jobber and Smartsheet
Integrate Jobber with Smartsheet to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Add Attachment to Row in Smartsheet when When a new client is created in Jobber
Copy Row in Smartsheet when When a new client is created in Jobber
Move Row in Smartsheet when When a new client is created in Jobber
Add Discussion to Row in Smartsheet when When a new client is created in Jobber
Create Workspace in Smartsheet when When a new client is created in Jobber
Popular Jobber + Smartsheet flows
Start from a real workflow other teams are already running.
Choose a trigger
Jobber
When this happens...
When a new client is created
When a client is updated
When a client is deleted
When a new invoice is created
When an invoice is updated
When a new job is created
When a job is closed
When a job is updated
When a new quote is created
When a quote is approved
When a quote is sent
When a new request is created
Choose an action
Smartsheet
Automatically do this!
Add Attachment to Row
Copy Row
Move Row
Add Discussion to Row
Create Workspace
Send Row
Send Sheet
Find sheet Row
Add Attachment to Row in Smartsheet when When a new client is created in Jobber
Use this flowCopy Row in Smartsheet when When a new client is created in Jobber
Use this flowMove Row in Smartsheet when When a new client is created in Jobber
Use this flowAdd Discussion to Row in Smartsheet when When a new client is created in Jobber
Use this flowCreate Workspace in Smartsheet when When a new client is created in Jobber
Use this flowSend Row to Smartsheet when When a new client is created in Jobber
Use this flowSend Sheet using Smartsheet when When a new client is created in Jobber
Use this flowFind sheet Row in Smartsheet when When a new client is created in Jobber
Use this flowAdd Attachment to Row in Smartsheet when When a client is updated in Jobber
Use this flowCopy Row in Smartsheet when When a client is updated in Jobber
Use this flowSupported Triggers & Actions
Everything you can automate between Jobber and Smartsheet.
When this happensTriggers
A trigger is an event that starts a workflow.
When a new client is created
Runs the workflow automatically when a new client is added to the account.
When a client is updated
Runs the workflow automatically whenever any client is updated.
When a client is deleted
Runs the workflow automatically whenever a client is deleted from the account.
When a new invoice is created
Runs the workflow automatically whenever a new invoice is created.
When an invoice is updated
Runs the workflow automatically whenever an invoice is updated in the account.
When a new job is created
Runs the workflow automatically whenever a new job is created in the account.
Do thisActions
Action is the task that follows automatically within your Jobber integrations.
Create Job
Create a new job for a client
Get Jobs
Show jobs with status, dates
Create Client
Add a new client
Get Clients
Retrieve clients with filters
Create Quote
Enter action Description Here
Get Quotes
List quotes from Jobber
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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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 moreSimilar apps
About Smartsheet
Smartsheet is a powerful work management and automation platform that enables teams to plan, track, automate, and report on work. It provides a flexible and intuitive interface for managing projects, tasks, and workflows, making it easier for teams to collaborate and achieve their goals.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Jobber and Smartsheet accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Jobber and Smartsheet as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Smartsheet. No coding required.
Yes. You can set up a workflow where Jobber triggers actions in Smartsheet, and a separate workflow where Smartsheet triggers actions in Jobber. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Jobber and Smartsheet. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Jobber and Smartsheet integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
