Formsite + Jobber Integration

Integrate Formsite to Jobber in one click, or tell Integrately AI how you want each form submission handled. Create jobs and clients in Jobber, update your spreadsheets, alert your team, and send customer follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Formsite
    Form is submitted in Formsite Instant
  • Jobber
    Request 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
    Time sheet entry 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.
  • 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   for Formsite + Jobber Integration

Capture submissions, create Jobber jobs, update spreadsheets, alert your team, and send follow-ups, 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 Formsite + Jobber flow

Log submission data in spreadsheets, notify your team on messaging apps, and create invoices or send customer emails. Pick a combination and activate it in one click.

Formsite
Jobber
+
Google SheetsGoogle Sheets (6)
+
GmailGmail (6)
+
QuickBooks OnlineQuickBooks Online (6)
+
StripeStripe (6)
+
SlackSlack (6)
+
TwilioTwilio (6)
F
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Add every Formsite form submission as a Jobber client, and log the details in Google Sheets.
Form submissions appear as new clients in Jobber and rows in Google Sheets instantly, removing manual copy-pasting.
F
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Create a Jobber job from every Formsite submission and update your tracking sheet in Google Sheets.
Turn web form responses into Jobber jobs and record them in Google Sheets simultaneously.
F
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Create a Jobber quote when a Formsite form is submitted, and log it in Google Sheets.
New form inquiries immediately generate Jobber quotes while updating your Google Sheets log.
F
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Create a Jobber request from Formsite submissions and record the entry in Google Sheets.
Capture service requests from Formsite forms directly into Jobber and Google Sheets.
F
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If a Formsite submission includes a VIP tag, create a priority Jobber client and log it in Google Sheets.
Route priority form submissions into VIP Jobber client records and specific Google Sheets rows.
F
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Use ChatGPT to summarise every Formsite submission, create a Jobber job, and log the summary in Google Sheets.
AI summarises form submissions before creating Jobber jobs and updating your Google Sheets tracker.

Supported triggers and actions for Formsite and Jobber

Mix and match to build the exact automation you need

Formsite
Formsite Triggers & Actions
Instant
Form is submitted in Formsite
Triggers the automation when a form is filled
Try it →
No action is available
Jobber
Jobber Triggers & Actions
Request is created in Jobber
Triggers the automation when a new request is created
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Job is created in Jobber
Triggers the automation when a new job is created
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Quote is updated in Jobber
Triggers the automation when a new quote is update
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Job is updated in Jobber
Triggers when a job is updated
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Job is completed in Jobber
Triggers the automation when a job is marked as completed
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Time sheet entry is created in Jobber
Triggers the automation when a time entry is created
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Client is updated in Jobber
Triggers when a client is updated
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Invoice is updated in Jobber
Triggers when an invoice is updated
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Job is closed in Jobber
Triggers the automation when a job is closed
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Client is created in Jobber
Triggers the automation when a new client is created
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Invoice is created in Jobber
Triggers the automation when any invoice is added or modified
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Quote approval is created in Jobber
Triggers the automation when any quote is approved
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Quote is created in Jobber
Triggers the automation when a new quote is created
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Close Job in Jobber
Close a job using the Job ID
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Create visit in Jobber
Create visit using the Job ID
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Update client in Jobber
Update client profile
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Get invoice noteattechments by ID in Jobber
Try it →
Create quote in Jobber
Generates a new quote
Try it →
Get job notes in Jobber
Try it →
Get quote notes in Jobber
Try it →
Get invoice notes in Jobber
Try it →
Get request notes in Jobber
Try it →
Get client notes in Jobber
Try it →
Create request in Jobber
Generates a new request
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Create job in Jobber
Creates a new job
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Add attachment to request in Jobber
Try it →
Search property in Jobber
Searches for a property
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Create client in Jobber
Generates a new client profile
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Search client in Jobber
Searches for a client
Try it →

What can you automate with Formsite + Jobber?

Streamline your client intake, job scheduling, and service dispatch workflows by connecting web forms directly to your field management system.

What you can automate?
⚙️
Create Jobber jobs from Formsite form submissions automatically
Turn every new web form entry into a Jobber record instantly. Eliminate manual data entry and ensure every client inquiry flows straight into your operations.
📝
Capture every submitted form field in your records
Map all custom questions, project details, and contact fields from your Formsite surveys directly into Jobber fields. Your service team gets complete context for every job.
🔔
Notify your team when a new submission arrives
Alert dispatchers and field staff the moment a client submits a form. Ensure rapid response times and keep everyone informed of incoming service work.
🔀
Route submissions based on service type or location
Set conditional rules to create different job types or assign specific priorities depending on what the customer selects in their form response.
🔄
Update client details when information changes
Keep your Jobber database synchronised with the latest client information submitted through updated web forms or renewal surveys.
🛡️
Match and update existing client records
Check whether a customer already exists in Jobber before creating a new record, preventing duplicate profiles and keeping client histories consolidated.
⏱️
Trigger follow-ups after job completion
Automate downstream tasks or send notification messages when a service job moves to completed status in Jobber.
💬
Extend your workflow with Slack team alerts
Connect your core Formsite and Jobber automation to Slack so your entire team receives instant notifications for every new client booking.
And much more...

Who is Formsite + Jobber integration for?

Field service providers, operations managers, and customer support teams streamline scheduling, eliminate manual data entry, and keep client records fully synchronised effortlessly.

Business analysts and operations managers
Business analysts and operations managers
Field dispatchers and service coordinators
Field dispatchers and service coordinators
Account managers and client success leads
Account managers and client success leads
Customer intake and administration teams
Customer intake and administration teams
Field technicians and mobile service crews
Field technicians and mobile service crews
Quality assurance and compliance supervisors
Quality assurance and compliance supervisors
📈
Business analysts and operations managers
You're compiling form responses and service logs manually to review weekly performance, but your reports only reflect data up to the last export, so your operational decisions are always lagging behind — automating both apps means every new submission updates your tracking instantly and your analytics stay current.
Field dispatchers and service coordinators
You're waiting for team members to check email notifications for new service requests, but leads sit unread while staff are on job sites, so response times stretch out and clients look elsewhere — with this integration, every form submission creates a Jobber record instantly so your dispatch team can act right away.
🤝
Account managers and client success leads
You're fielding status update requests from clients while hunting through disconnected systems for their initial submission details, so communication is slow and clients lose confidence in your responsiveness — automating both apps means every client record and job update stays linked across your workflow.
📋
Customer intake and administration teams
You're manually copying hundreds of web form entries into your scheduling software every day, but peak intake periods cause backlogs and data entry errors, so bookings get missed or mislabelled — connecting these apps means every form submission flows straight into Jobber without manual handling.
🛠️
Field technicians and mobile service crews
You're relying on office staff to forward form details before you can prepare for a service visit, but communication gaps leave crews heading out without complete client information, so appointments take longer than necessary — this integration means every job created from a submission arrives with full details ready.
🔍
Quality assurance and compliance supervisors
You're auditing service histories where web form inquiries and actual job records do not match up due to manual transcription mistakes, so your compliance records have missing links — automating both apps means every submission creates a verifiable digital trail from initial form to completed job.
Our team

Ready Workflows 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 Formsite + Jobber

Build and manage your Formsite + 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 Formsite + 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 — 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
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Formsite to Jobber?
Frequently Asked Questions
You can connect Formsite to Jobber in just one click using ready-made workflows on Integrately. Simply select a template, authenticate your accounts, and let automation handle your form submissions and job scheduling.
How do I automatically create Jobber jobs from Formsite submissions?
Frequently Asked Questions
Can I connect Formsite, Jobber, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Formsite and Jobber?
Frequently Asked Questions
How do form submission fields map to Jobber?
Frequently Asked Questions
Can I update existing Jobber clients with new form data?
Frequently Asked Questions
Do I need coding skills to automate Formsite and Jobber?
Frequently Asked Questions
Is the Formsite and Jobber integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
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Want to automate something else in your workflow?

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