Connect Jobber and Xero
Integrate Jobber with Xero to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create or Update Contact in Xero when When a new client is created in Jobber
Create Project in Xero when When a new client is created in Jobber
Create Purchase Order in Xero when When a new client is created in Jobber
Create New Quote in Xero when When a new client is created in Jobber
Find a Purchase Order in Xero when When a new client is created in Jobber
Popular Jobber + Xero 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
Xero
Automatically do this!
Create or Update Contact
Create Project
Create Purchase Order
Create New Quote
Find a Purchase Order
Find Invoice
Find Contact
Add Note to Invoice
Add Stock Items
Create Bank Transfer
Create an Xero Invoice
Get Balance Sheet
Get Report of Profit and Loss
Create or Update Contact in Xero when When a new client is created in Jobber
Use this flowCreate Project in Xero when When a new client is created in Jobber
Use this flowCreate Purchase Order in Xero when When a new client is created in Jobber
Use this flowCreate New Quote in Xero when When a new client is created in Jobber
Use this flowFind a Purchase Order in Xero when When a new client is created in Jobber
Use this flowFind Invoice in Xero when When a new client is created in Jobber
Use this flowFind Contact in Xero when When a new client is created in Jobber
Use this flowAdd Note to Invoice in Xero when When a new client is created in Jobber
Use this flowAdd Stock Items to Xero when When a new client is created in Jobber
Use this flowCreate Bank Transfer in Xero when When a new client is created in Jobber
Use this flowSupported Triggers & Actions
Everything you can automate between Jobber and Xero.
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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AI will build it for you
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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 Xero
Xero is a cloud-based accounting software platform for small and medium-sized businesses. It connects business owners with their financial data and advisors anytime, anywhere, on any device.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Jobber and Xero 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 Xero 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 Xero. No coding required.
Yes. You can set up a workflow where Jobber triggers actions in Xero, and a separate workflow where Xero 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 Xero. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Jobber and Xero integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
