
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!
Create Customer
Assign Ticket
Link tasks to ticket
Unassign Ticket
Update Customer
Update Ticket
Create a Ticket
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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.
Creates a new customer
Assigns a ticket to a specific team member.
Link task to ticket
Unassigns the selected ticket.
Update Customer
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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 Teamwork Desk accounts to viaSocket. Once connected, you can set up a workflow where an event in Jobber triggers actions in Teamwork Desk (or vice versa).
Absolutely. You can customize how Jobber data is recorded in Teamwork Desk. This includes choosing which data fields go into which fields of Teamwork Desk, setting up custom formats, and filtering out unwanted information.
The data sync between Jobber and Teamwork Desk 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 Teamwork Desk. 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 MoreTeamwork Desk is a customer support software that helps teams manage and resolve customer queries efficiently. It offers a range of features including ticket management, automation, and reporting to streamline customer support operations.
Learn More