Connect Jobber and Zoho Invoice to Build Intelligent Automations
Choose a Trigger
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
Choose an Action
Automatically do this!
Create Invoice
Create Contact
Create Item
Create Estimate
Create Contact Person
Find Contact
Record Payment
Find Invoice
Update Contact
Find contact
Update invoice
Ready to use Jobber and Zoho Invoice automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Client Is Created
Runs when new client is created
Client Is Updated
Runs when client is updated
Client Is Deleted
Runs when Client Is Deleted
New Invoice Is Created
Runs when New Invoice Is Created
Invoice Updated
Runs when invoice is updated
New Job Is Created
Runs when new job is created
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
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Frequently Asked Questions
To start, connect both your Jobber and Zoho Invoice accounts to viaSocket. Once connected, you can set up a workflow where an event in Jobber triggers actions in Zoho Invoice (or vice versa).
Absolutely. You can customize how Jobber data is recorded in Zoho Invoice. This includes choosing which data fields go into which fields of Zoho Invoice, setting up custom formats, and filtering out unwanted information.
The data sync between Jobber and Zoho Invoice 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 Zoho Invoice. 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.
Learn MoreAbout Zoho Invoice
Zoho Invoice is an easy invoice software meant for small businesses and freelancers. Accept payments online, automate payment reminders and recurring billing
Learn More
