Create Jobber event for new Apptivo contact
Apptivo + Jobber Integration
Apptivo + Jobber Integration
Integrate Apptivo to Jobber in one click, or tell Integrately AI how you want each lead handled. Enrich and qualify leads, update your customer records, alert your team, and schedule follow-ups automatically.
Free forever.Use premium features free for 14 days.1.
Case is created in Apptivo Instant- Case is updated in Apptivo Instant
- Case is deleted in Apptivo Instant
- Contact is created in Apptivo Instant
- Contact is updated in Apptivo Instant
- Opportunity is created in Apptivo Instant
- Opportunity is updated in Apptivo Instant
- Opportunity is deleted in Apptivo Instant
- Customer is created in Apptivo Instant
- Customer is updated in Apptivo Instant
- Customer is deleted in Apptivo Instant
- Contact is deleted in Apptivo Instant
- Project is created in Apptivo Instant
- Project is updated in Apptivo Instant
- Project is deleted in Apptivo Instant
- Lead is created in Apptivo Instant
- Lead is updated in Apptivo Instant
- Lead is deleted in Apptivo Instant
Client is created in Jobber- Job is closed in Jobber
- Invoice is updated in Jobber
- Client is updated in Jobber
- Time sheet entry is created in Jobber
- Request is created in Jobber
- Job is completed in Jobber
- Job is updated in Jobber
- Quote is updated in Jobber
- Job is created in Jobber
- Invoice is created in Jobber
- Quote approval is created in Jobber
- Quote is created in Jobber
2.
- Create contact in Apptivo
- Search contact in Apptivo
- Create lead in Apptivo
- Search lead by email in Apptivo
- Create customer in Apptivo
- Create opportunity in Apptivo
- Search customer by customer number in Apptivo
- Search opportunity by name in Apptivo
- Search case by Email in Apptivo
- Get client notes in Jobber
- Create client in Jobber
- Search property in Jobber
- Add attachment to request in Jobber
- Create job in Jobber
- Create request in Jobber
- Get request notes in Jobber
- Get invoice notes in Jobber
- Get quote notes in Jobber
- Get job notes in Jobber
- Create quote in Jobber
- Get invoice noteattechments by ID in Jobber
- Update client in Jobber
- Create visit in Jobber
- Close Job in Jobber
- Search client in Jobber
Trusted by experts at...
Ready Workflows for Apptivo + Jobber Integration
Capture leads, create jobs, keep records updated, alert your team, and send follow-ups, all in just one click.
Most popular automations
Create Jobber client for new Apptivo contact
CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.
However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.
Using this Apptivo - Jobber integration, anytime a new Apptivo contact is created, an Jobber client should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
See moreHowever, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.
Using this Apptivo - Jobber integration, anytime a new Apptivo contact is created, an Jobber client should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
Create Jobber client when Apptivo contact is updated
Apptivo + Jobber Integration
Create Apptivo contact for new Jobber client
CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.
However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.
Using this Jobber - Apptivo integration, anytime a new Jobber client is created, an Apptivo contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
See moreHowever, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.
Using this Jobber - Apptivo integration, anytime a new Jobber client is created, an Apptivo contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
Create Apptivo contact when Jobber client is updated
Jobber + Apptivo Integration
- 1of1
Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your Apptivo + Jobber flow
Sync financial data, send marketing campaigns, schedule calendar events, notify team channels, and store project documents right after your core pair completes. Pick a combination and activate it in one click.
+
QuickBooks Online (4)
QuickBooks Online (4) +
Mailchimp (3)
Mailchimp (3) +
Google Calendar (3)
Google Calendar (3) +
Twilio (3)
Twilio (3) +
Slack (3)
Slack (3) +
Google Drive (3)
Google Drive (3) A
J
Q
Create a Jobber client from every new Apptivo lead, and create a customer in QuickBooks Online
New Apptivo leads become Jobber clients instantly while QuickBooks Online sets up a corresponding customer profile automatically.
J
A
Q
When a Jobber job is completed, update the Apptivo project status and create an invoice in QuickBooks Online
Completed Jobber jobs automatically update your Apptivo project and generate a new QuickBooks Online invoice.
A
J
Q
When an Apptivo customer is created, create a Jobber client and add a customer in QuickBooks Online
New Apptivo customers instantly populate Jobber and QuickBooks Online with identical profile information.
J
A
Q
When a Jobber quote is created, update the Apptivo opportunity and record the estimate in QuickBooks Online
Jobber quotes automatically update your Apptivo opportunity stage and log the estimate in QuickBooks Online.
Supported triggers and actions for Apptivo and Jobber
Mix and match to build the exact automation you need
Apptivo Triggers & Actions
Instant
Opportunity is created in Apptivo
Triggers the automation when any opportunity is updated
Try it → Instant
Opportunity is updated in Apptivo
Triggers the automation when any opportunity is updated
Try it → Instant
Opportunity is deleted in Apptivo
Triggers the automation when any opportunity is deleted
Try it → Instant
Customer is created in Apptivo
Triggers the automation when a new customer is created
Try it → Instant
Customer is updated in Apptivo
Triggers the automation when customer details are updated
Try it → Instant
Customer is deleted in Apptivo
Triggers the automation when a customer is removed from the database
Try it → Instant
Contact is deleted in Apptivo
Triggers the automation when a contact is removed from the particular list
Try it → Instant
Lead is updated in Apptivo
Triggers the automation when the lead information is updated
Try it → Instant
Lead is deleted in Apptivo
Triggers the automation when a lead is removed from the system
Try it → Jobber Triggers & Actions
What can you automate with Apptivo + Jobber?
Streamline your entire customer lifecycle by connecting Apptivo and Jobber triggers to real-time operational actions.
🔄
Convert Apptivo leads into Jobber jobs automatically
Turn every new lead or customer created in Apptivo into an active client record in Jobber without lifting a finger. Eliminate manual data entry and start scheduling field visits right away.
📋
Capture every submitted field across your apps
Map custom fields, contact numbers, and service notes directly between Apptivo and Jobber. Ensure your field technicians have complete customer information before dispatching.
🔔
Notify your team the moment events happen
Trigger instant team alerts in Slack or via SMS whenever a new Apptivo case is logged or a Jobber visit is completed. Keep every department aligned in real time.
🔀
Route data based on submitted field values
Send enterprise accounts to priority queues and standard requests to regular workflows based on criteria submitted in Apptivo or Jobber. Direct work to the right person instantly.
🔄
Keep customer records updated across platforms
When client details change in Jobber or Apptivo, sync the updates automatically so your database never has conflicting information.
🔍
Search and update existing records safely
Look up existing contacts by email or customer numbers before creating new profiles in Apptivo or Jobber. Prevent duplicate entries and maintain a clean database.
✅
Handle later status changes like job completion
When a Jobber job is closed or completed, trigger project updates in Apptivo and generate invoices or notifications automatically.
🔌
Extend your workflow to accounting and tools
Connect QuickBooks Online, Mailchimp, or Google Calendar to your Apptivo and Jobber pipeline to sync financials, emails, and schedules.
And much more...
Who is Apptivo + Jobber integration for?
Connecting Apptivo and Jobber removes manual handoffs between sales and field service teams so data flows instantly.
Operations managers
Field service dispatchers
Account managers
Sales directors
Sales representatives
Business owners
📈
Operations managers
You review revenue and service metrics every week, but your pipeline reports stay incomplete until someone manually exports closed deals from Apptivo and cross-references them with Jobber logs — this integration means every completed job updates your systems instantly and your performance metrics stay current.
⚡
Field service dispatchers
You need to dispatch technicians the moment a sales lead signs, but you often find out hours later when checking Apptivo manually — automating both apps means new leads create Jobber requests immediately and your dispatchers can respond without delay.
🤝
Account managers
You answer to clients who want immediate status updates on their service requests, but your records are spread across CRM and scheduling tools — with this integration, every change in Jobber reflects back in your Apptivo customer profile so you always have the right answers.
📊
Sales directors
The volume of inbound leads is too high for your team to copy into scheduling software by hand, leading to missed appointments and dropped follow-ups — connecting these apps means every new opportunity automatically triggers the next operational step.
🎯
Sales representatives
You close deals in Apptivo and depend on field teams to pick up the work, but manual handoffs cause delays and friction in project kickoff — automating both apps means signed opportunities become Jobber jobs the moment they are approved.
📁
Business owners
You need a reliable audit trail of customer interactions from first lead to completed service, but keep finding gaps where staff forgot to update records — this integration means every trigger across Apptivo and Jobber logs seamlessly into your master history.
Did you know?
Our team can create automations for you... At no extra cost!
Tell us what type of automation you want to make?
Why choose Integrately to automate Apptivo + Jobber
Build and manage your Apptivo + Jobber automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Apptivo + Jobber with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Apptivo + Jobber Now 
In Just 1 Click!
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99
Trusted by 42,000+ Customers
Highest Rated Integration Platform on G2
P
ProductHunt
Most upvoted product of the month
Connect Apptivo + Jobber Now
In Just 1 Click!
Frequently Asked Questions
How do I connect Apptivo to Jobber?
You can connect Apptivo to Jobber in 1 click using ready templates or Integrately AI. Pair them with QuickBooks Online, Mailchimp, Slack, and 1,500+ other apps.
Can I automatically create Jobber jobs from new Apptivo leads?
Can I connect Apptivo, Jobber, and Slack?
What is a good Zapier alternative for Apptivo and Jobber?
How does Apptivo handle contact and lead data during automation?
Can I update Jobber client records when Apptivo updates?
Do I need coding skills to automate Apptivo and Jobber?
Is the Apptivo and Jobber integration free?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.
Want to automate something else in your workflow?
You Can Also Connect Apptivo or Jobber With 1500+ Other Apps
Popular Apptivo Integrations
Connect Apptivo to CRMs, email marketing tools, and support desks to manage customer relationships and pipelines.
See All
Apptivo Integrations
Apptivo Integrations
No popular apps found
Popular Jobber Integrations
Sync Jobber with accounting, scheduling, and project tools to keep field service operations running smoothly.
See All
Jobber Integrations
Jobber Integrations
No popular apps found
