Connect Jobber and Zoe Financial to Build Intelligent Automations
Enable Integrations or automations with these events of Jobber and Zoe Financial
Enable Integrations or automations with these events of Jobber and Zoe Financial
Triggers
new client is created
runs when new client is created
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Frequently Asked Questions
To start, connect both your Jobber and Zoe Financial accounts to viaSocket. Once connected, you can set up a workflow where an event in Jobber triggers actions in Zoe Financial (or vice versa).
Absolutely. You can customize how Jobber data is recorded in Zoe Financial. This includes choosing which data fields go into which fields of Zoe Financial, setting up custom formats, and filtering out unwanted information.
The data sync between Jobber and Zoe Financial 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 Zoe Financial. 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.
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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About Zoe Financial
Zoe Financial connects clients to financial advisors. Advisors listed on Zoe's network are all independent fiduciaries who work on a commission-free model, meaning your advisor won’t try to sell you products to make a profit.
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