Engage AI + Jobber Integration

Integrate Engage AI to Jobber in one click, or tell Integrately AI how you want each lead handled. Capture new leads, create client records, schedule visits, and manage quotes automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Engage AI
    Lead is added in Engage AI
  • Jobber
    Time sheet entry is created in Jobber
  • Jobber
    Job is created in Jobber
  • Jobber
    Quote is updated in Jobber
  • Jobber
    Job is updated in Jobber
  • Jobber
    Job is completed in Jobber
  • Jobber
    Request is created in Jobber
  • Jobber
    Client is updated in Jobber
  • Jobber
    Invoice is updated in Jobber
  • Jobber
    Job is closed in Jobber
  • Jobber
    Client is created in Jobber
  • Jobber
    Invoice is created in Jobber
  • Jobber
    Quote approval is created in Jobber
  • Jobber
    Quote is created in Jobber
Arrow Right
2.
  • Engage AI
    Add lead to monitor in Engage AI
  • Jobber
    Close Job in Jobber
  • Jobber
    Create visit in Jobber
  • Jobber
    Update client in Jobber
  • Jobber
    Get invoice noteattechments by ID in Jobber
  • Jobber
    Create quote in Jobber
  • Jobber
    Get job notes in Jobber
  • Jobber
    Get quote notes in Jobber
  • Jobber
    Get invoice notes in Jobber
  • Jobber
    Get request notes in Jobber
  • Jobber
    Get client notes in Jobber
  • Jobber
    Create request in Jobber
  • Jobber
    Create job in Jobber
  • Jobber
    Add attachment to request in Jobber
  • Jobber
    Search property in Jobber
  • Jobber
    Create client in Jobber
  • Jobber
    Search client in Jobber

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Ready WorkflowsReady Workflows Β  for Engage AI + Jobber Integration

Capture leads, create client records, update quotes, schedule jobs, and dispatch field teams, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your Engage AI + Jobber flow

Send welcome messages, update accounting records, log calendar visits, track CRM deals, process payments, and alert your team the moment a new lead arrives. Pick a combination and activate it in one click.

Engage AI
Jobber
+
GmailGmail (4)
+
QuickBooks OnlineQuickBooks Online (3)
+
Google CalendarGoogle Calendar (3)
+
HubSpotHubSpot (3)
+
StripeStripe (3)
+
SlackSlack (3)
E
J
G
Add every new Engage AI lead to Jobber as a client, and send a welcome email in Gmail.
New Engage AI leads become Jobber clients instantly while Gmail dispatches a welcome email, removing manual entry and keeping communication fast.
E
J
G
When a new Jobber client is created from an Engage AI lead, send a follow-up email in Gmail.
Trigger personalized follow-up emails in Gmail as soon as Jobber registers a new client originating from Engage AI.
E
J
G
Create a Jobber request from an Engage AI lead, and email the confirmation details via Gmail.
Turn Engage AI prospects into Jobber requests and email the confirmation details through Gmail automatically.
E
J
G
When a Jobber job is created for an Engage AI lead, send a scheduling confirmation in Gmail.
Notify clients via Gmail immediately when Jobber schedules a job originating from an Engage AI lead.

Supported triggers and actions for Engage AI and Jobber

Mix and match to build the exact automation you need

Engage AI
Engage AI Triggers & Actions
Lead is added in Engage AI
Triggers the automation when a new lead is added
Try it β†’
Add lead to monitor in Engage AI
Assigns leads to monitor for tracking and management
Try it β†’
Jobber
Jobber Triggers & Actions
Time sheet entry is created in Jobber
Triggers the automation when a time entry is created
Try it β†’
Job is created in Jobber
Triggers the automation when a new job is created
Try it β†’
Quote is updated in Jobber
Triggers the automation when a new quote is update
Try it β†’
Job is updated in Jobber
Triggers when a job is updated
Try it β†’
Job is completed in Jobber
Triggers the automation when a job is marked as completed
Try it β†’
Request is created in Jobber
Triggers the automation when a new request is created
Try it β†’
Client is updated in Jobber
Triggers when a client is updated
Try it β†’
Invoice is updated in Jobber
Triggers when an invoice is updated
Try it β†’
Job is closed in Jobber
Triggers the automation when a job is closed
Try it β†’
Client is created in Jobber
Triggers the automation when a new client is created
Try it β†’
Invoice is created in Jobber
Triggers the automation when any invoice is added or modified
Try it β†’
Quote approval is created in Jobber
Triggers the automation when any quote is approved
Try it β†’
Quote is created in Jobber
Triggers the automation when a new quote is created
Try it β†’
Close Job in Jobber
Close a job using the Job ID
Try it β†’
Create visit in Jobber
Create visit using the Job ID
Try it β†’
Update client in Jobber
Update client profile
Try it β†’
Get invoice noteattechments by ID in Jobber
Try it β†’
Create quote in Jobber
Generates a new quote
Try it β†’
Get job notes in Jobber
Try it β†’
Get quote notes in Jobber
Try it β†’
Get invoice notes in Jobber
Try it β†’
Get request notes in Jobber
Try it β†’
Get client notes in Jobber
Try it β†’
Create request in Jobber
Generates a new request
Try it β†’
Create job in Jobber
Creates a new job
Try it β†’
Add attachment to request in Jobber
Try it β†’
Search property in Jobber
Searches for a property
Try it β†’
Create client in Jobber
Generates a new client profile
Try it β†’
Search client in Jobber
Searches for a client
Try it β†’

What can you automate with Engage AI + Jobber?

Connect your prospecting and field service management tools to eliminate manual administrative work across your entire workflow.

What you can automate?
🎯
Sync new leads directly into field service records
Turn every prospect captured in Engage AI into an active client or service request in Jobber automatically. Eliminate manual transcription and accelerate your response time.
πŸ“‹
Capture every submitted field without data loss
Map all available contact details and custom inquiry notes from Engage AI straight into Jobber client profiles and requests. Your database remains thorough and accurate.
πŸ””
Notify your dispatch team the moment work arrives
Trigger instant team alerts and notification messages as soon as a new prospect or service request is registered in your system. Keep everyone informed in real time.
πŸ”€
Route records based on submitted inquiry details
Direct incoming prospects to different service queues or priority workflows depending on specific criteria submitted in your initial lead capture.
πŸ”„
Keep client records updated as jobs progress
Ensure customer details, quotes, and project statuses stay synchronized across platforms as work moves from initial inquiry to final completion.
πŸ”
Prevent duplicate entries with smart lookup
Search existing client databases before creating new records, ensuring your system updates existing profiles rather than cluttering your workspace with duplicates.
πŸ’³
Automate actions upon job completion and invoicing
Handle later lifecycle events such as closed jobs, updated quotes, and finalized invoices without lifting a finger. Keep your financial and operational loops closed.
🌐
Extend your workflow to messaging and CRM tools
Connect your core automation flow to Slack, Gmail, or HubSpot to keep sales, support, and field operations perfectly aligned on every transaction.
And much more...

Who is Engage AI + Jobber integration for?

Field service professionals and sales teams rely on this integration to eliminate manual data entry, streamline client onboarding, and keep operations perfectly synchronized.

Operations managers
Operations managers
Field service dispatchers
Field service dispatchers
Account managers
Account managers
Customer support leads
Customer support leads
Project coordinators
Project coordinators
Service supervisors
Service supervisors
πŸ“ˆ
Operations managers
You're reviewing field service metrics and pipeline reports, but your tracking records only update when someone manually transfers lead information, so your utilization numbers are always outdated β€” this integration means every new lead populates your system instantly and your dashboards reflect real-time operational status.
⚑
Field service dispatchers
You need to assign technicians and schedule service visits the moment an inquiry comes in, but manual data transcription creates severe bottlenecks β€” automating both apps means incoming prospects become active jobs immediately and your dispatch team can assign routes without delay.
🀝
Account managers
You answer to clients who expect prompt follow-ups and accurate project records, but scattered customer data leads to missed details β€” connecting these apps means client profiles and requests are established instantly across platforms so your communication remains flawless.
πŸ“Š
Customer support leads
The volume of inbound inquiries from social outreach is too high for your staff to keep up with by hand, resulting in dropped follow-ups β€” automating both apps means every prospect is captured and routed without human error so no customer falls through the cracks.
πŸ› οΈ
Project coordinators
You depend on sales reps to hand over prospect details before you can schedule service work, but handoff delays stall your scheduling pipeline β€” this integration means completed prospect entries flow straight into your operational queue so scheduling can begin without friction.
πŸ—‚οΈ
Service supervisors
You rely on a reliable history of client interactions and job records, but manual record-keeping keeps leaving gaps in your database β€” automating both apps means every lead, request, and job is logged with absolute consistency so your audit trail is always complete.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate Engage AI + Jobber

Build and manage your Engage AI + Jobber automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Engage AI + Jobber with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
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
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
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting β€” just real help, right when you need it.
Free done-for-you setup
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
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?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Engage AI to Jobber?
Frequently Asked Questions
You can connect Engage AI to Jobber in 1-click using ready-made templates on Integrately, or use Integrately AI to build your exact workflow alongside apps like Gmail, HubSpot, and Slack.
Can I automatically create Jobber clients from Engage AI leads?
Frequently Asked Questions
Can I connect Engage AI, Jobber, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Engage AI and Jobber?
Frequently Asked Questions
How does Engage AI handle lead data during integration?
Frequently Asked Questions
How does Jobber manage client records in this integration?
Frequently Asked Questions
Do I need coding skills to automate Engage AI and Jobber?
Frequently Asked Questions
Is the Engage AI and Jobber integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
No worries β€” just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

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