Connect playbookbuilder and Jobber to Build Intelligent Automations
Enable Integrations or automations with these events of playbookbuilder and Jobber
Enable Integrations or automations with these events of playbookbuilder and Jobber
Triggers
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
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Frequently Asked Questions
To start, connect both your playbookbuilder and Jobber accounts to viaSocket. Once connected, you can set up a workflow where an event in playbookbuilder triggers actions in Jobber (or vice versa).
Absolutely. You can customize how playbookbuilder 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 playbookbuilder 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 playbookbuilder 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 playbookbuilder
PlaybookBuilder is a skill accelerator built to help small and medium sized companies train, scale, and grow.
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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