An automated workflow using zapier
Connects Jobber + Google Sheets
Add new Jobber invoices to a Google Sheets spreadsheet
About this workflow template
This automation scenario allows you to connect Jobber and Google Sheets
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Jobber and Google Sheets can also be integrated using automation tools other than zapier:
Diagram
How it works?
When this trigger fires in Jobber
New Invoice Created in Jobber
Triggers when an invoice is created.
Then this action happens in Google Sheets
Create Spreadsheet Row in Google Sheets
Create a new row in a specific spreadsheet.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Add new Jobber invoices to a Google Sheets spreadsheet.
Part I
Configure Applications
First, we need to connect Jobber and Google Sheets to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Jobber to Zapier.
Give Zapier access to your Jobber account, using Jobber credentials.
Connect Google Sheets to Zapier.
Give Zapier access to your Google Sheets account, using Google Sheets credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for Jobber
Choose the following trigger: New Invoice Created (Triggers when an invoice is created.).
Then set up an Action for Google Sheets
Choose this action: Create Spreadsheet Row (Create a new row in a specific spreadsheet.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Jobber and Google Sheets.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Add new Jobber invoices to a Google Sheets spreadsheet!
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Supported triggers and actions
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Triggers when a new row is added to the bottom of a spreadsheet.
triggerbyzapierNew or updated spreadsheet row
Triggered when a new row is added or modified in a spreadsheet.
triggerbyzapierpabbly-connectWatch new rows
Triggers when a new row is added.
triggerbyintegromatNew spreadsheet row (team drive)
Triggers when a new row is added to the bottom of a Google Team Drive spreadsheet.
triggerbyzapierNew or updated spreadsheet row (team drive)
Triggered when a new row is added or modified in a spreadsheet - works best with Team Drives.
triggerbyzapierNew spreadsheet
Triggers when a new spreadsheet is created.
triggerbyzapierautomateio
Create client
Creates a new client.
actionbyzapierintegratelypipedreamCreate request
Creates a new request. This will create the request for the client's first property.
actionbyzapierintegratelyFind client
Finds the client that aligns most closely with the search criteria.
actionbyzapierCreate quote
Creates a new quote. This will create the quote for the client's first property.
actionbyzapierintegratelypipedreamFind invoice
Finds an invoice. This will only return one invoice; if the search values match more than one invoice, the invoice with the lowest ID will be returned.
actionbyzapierFind quote
Finds a quote. This will only return one quote; if the search values match more than one quote, the quote with the lowest ID will be returned.
actionbyzapier
Apps you need
Jobber's on-the-ground service planning software and application is the best way to organise your service activity. Quotation, timetable, invoice and payment, all in one place.
Google Sheets
Online spreadsheets for personal use and collaboration, part of Google Drive
Google Sheets is a powerful and flexible web and mobile spreadsheet application that lets you collaborate and share your data with others. Create and edit spreadsheets on-the-go, all in real-time.
Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.
