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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
Quote Sent
Runs when quote is sent
New Request Created
Runs when new request is created
Do thisActions
Action is the task that follows automatically within your Workflowy integrations.
Create Node
Creates a new node to perform a specific task or store data within the workflow.
Update a Node
Updates the specified node by setting the values of the parameters passed.
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Frequently Asked Questions
To start, connect both your Workflowy and Jobber accounts to viaSocket. Once connected, you can set up a workflow where an event in Workflowy triggers actions in Jobber (or vice versa).
Absolutely. You can customize how Workflowy 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 Workflowy 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 Workflowy 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 Workflowy
Workflowy is the place to collect your ideas, develop them, share them, and turn them into reality.
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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