Connect Jobber and Zoho Vault 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 Chamber
Create User Group
Get User Group Details
Update User group
Get Folder Details
Update Folder
Delete Vault Secret
Delete Folder
List User Groups
Ready to use Jobber and Zoho Vault automations
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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 Chamber
Create a chamber to store and share passwords and secrets.
Create User Group
Create a new user group and add members.
Get User Group Details
Retrieve details for a specific user group.
Update User group
Update a user group's name, description, and members.
Get Folder Details
Get details for a specific Vault folder by its folder ID
Update Folder
Update a folder's name and description in Zoho Vault
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Frequently Asked Questions
To start, connect both your Jobber and Zoho Vault accounts to viaSocket. Once connected, you can set up a workflow where an event in Jobber triggers actions in Zoho Vault (or vice versa).
Absolutely. You can customize how Jobber data is recorded in Zoho Vault. This includes choosing which data fields go into which fields of Zoho Vault, setting up custom formats, and filtering out unwanted information.
The data sync between Jobber and Zoho Vault 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 Vault. 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 Vault
Zoho Vault is a secure online password manager for teams and individuals, designed to store, share, and manage passwords and sensitive information safely. It offers robust encryption and seamless integration with other Zoho applications, ensuring your data is protected and easily accessible.
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