Connect Microsoft Word and Jobber to Build Intelligent Automations
Choose a Trigger
When this happens...
New Document Created1
New Document Created
Choose an Action
Automatically do this!
- Request a new Action for Jobber
Ready to use Microsoft Word and Jobber automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Document Created1
Triggers when a new Microsoft Word document is created.
New Document Created
Triggers when new document is created.
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
Do thisActions
Action is the task that follows automatically within your Microsoft Word integrations.
Create Word Document
Creates a new Microsoft Word document from a template or blank.
List All Word Documents
Shows all Word documents stored in your OneDrive.
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Frequently Asked Questions
To start, connect both your Microsoft Word and Jobber accounts to viaSocket. Once connected, you can set up a workflow where an event in Microsoft Word triggers actions in Jobber (or vice versa).
Absolutely. You can customize how Microsoft Word data is recorded in Jobber. This includes choosing which data fields go into which fields of Jobber, setting up custom formats, and filtering out unwanted information.
The data sync between Microsoft Word and Jobber 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 Microsoft Word and Jobber. 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 Microsoft Word
Microsoft Word is a powerful word processing application that allows users to create, edit, and format documents with ease. It offers a wide range of features including text formatting, spell check, and the ability to insert images and tables, making it an essential tool for both personal and professional document creation.
Learn MoreAbout 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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