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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 Shortpen integrations.
Create Short URL
Create a short link and optional QR code
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Frequently Asked Questions
To start, connect both your Shortpen and Jobber accounts to viaSocket. Once connected, you can set up a workflow where an event in Shortpen triggers actions in Jobber (or vice versa).
Absolutely. You can customize how Shortpen 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 Shortpen 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 Shortpen 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 Shortpen
Shortpen is a streamlined tool designed for creating and managing short, impactful written content. It helps users craft concise messages, notes, and documents efficiently, making it ideal for quick communication and documentation.
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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