Connect PDFGate and Jobber
Integrate PDFGate with Jobber to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular PDFGate + Jobber flows
Start from a real workflow other teams are already running.
Choose a trigger
PDFGate
When this happens...
Envelope Sent
Envelope Completed
Envelope Document Completed
Choose an action
Jobber
Automatically do this!
Create Job
Get Jobs
Create Client
Get Clients
Create Quote
Get Quotes
Create Invoice
Get Invoices
Edit Job
Create Request
Get Products
Create Job in Jobber when Envelope Sent from PDF Gate
Use this flowGet Jobs from Jobber when Envelope Sent from PDF Gate
Use this flowCreate Client in Jobber when Envelope Sent from PDF Gate
Use this flowGet Clients from Jobber when Envelope Sent from PDF Gate
Use this flowCreate Quote in Jobber when Envelope Sent from PDF Gate
Use this flowGet Quotes from Jobber when Envelope Sent from PDF Gate
Use this flowCreate Invoice in Jobber when Envelope Sent from PDF Gate
Use this flowGet Invoices from Jobber when Envelope Sent from PDF Gate
Use this flowEdit Job in Jobber when Envelope Sent from PDF Gate
Use this flowCreate Request in Jobber when Envelope Sent from PDF Gate
Use this flowSupported Triggers & Actions
Everything you can automate between PDFGate and Jobber.
When this happensTriggers
A trigger is an event that starts a workflow.
Envelope Sent
Runs when envelope is sent
Envelope Completed
Envelope is Created
Envelope Document Completed
Runs when envelope document completed
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.
Do thisActions
Action is the task that follows automatically within your PDFGate integrations.
Upload PDF
Upload or convert files to PDF
Create PDF from URL/HTML
Convert URL or HTML into a PDF
Get Document Details
Get document details and link
Delete Document
Permanently remove a document
Flatten PDF
Make PDFs non-editable
Extract PDF Form Data
Extract form fields and values
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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From idea to automation.
AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your PDFGate and Jobber 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 PDFGate and Jobber 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 Jobber. No coding required.
Yes. You can set up a workflow where PDFGate triggers actions in Jobber, and a separate workflow where Jobber triggers actions in PDFGate. 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 PDFGate and Jobber. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire PDFGate and Jobber integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
