FreeAgent + Jobber Integration

Integrate FreeAgent to Jobber in one click, or tell Integrately AI how you want each job handled. Create invoices, update client accounts, generate cashflow summaries, and track payments automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • FreeAgent
    Contact is created in FreeAgent
  • FreeAgent
    Invoice is created in FreeAgent
  • FreeAgent
    Task is created in FreeAgent
  • FreeAgent
    User is created in FreeAgent
  • Jobber
    Invoice is updated in Jobber
  • Jobber
    Client is updated in Jobber
  • Jobber
    Time sheet entry is created in Jobber
  • Jobber
    Request is created in Jobber
  • Jobber
    Job is completed in Jobber
  • Jobber
    Job is closed in Jobber
  • Jobber
    Job is updated in Jobber
  • Jobber
    Quote is updated in Jobber
  • Jobber
    Job is created 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.
  • FreeAgent
    Create invoice in FreeAgent
  • FreeAgent
    Create project in FreeAgent
  • FreeAgent
    Create contact in FreeAgent
  • FreeAgent
    Create task in FreeAgent
  • FreeAgent
    Generate cashflow summary for given period in FreeAgent
  • Jobber
    Get job notes in Jobber
  • Jobber
    Get client notes in Jobber
  • Jobber
    Get request notes in Jobber
  • Jobber
    Get invoice notes in Jobber
  • Jobber
    Get quote notes in Jobber
  • Jobber
    Create quote in Jobber
  • Jobber
    Get invoice noteattechments by ID in Jobber
  • Jobber
    Update client in Jobber
  • Jobber
    Create visit in Jobber
  • Jobber
    Close Job 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 ย  for FreeAgent + Jobber Integration

Create invoices from completed jobs, sync client details, update project records, and log time sheets, all in just one click.

Sorry, we donโ€™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 FreeAgent + Jobber flow

Send client payment updates to accounting tools, notify your field team of schedule changes, and track marketing lists alongside your service operations. Pick a combination and activate it in one click.

FreeAgent
Jobber
+
StripeStripe (8)
+
MailchimpMailchimp (8)
+
QuickBooks OnlineQuickBooks Online (8)
+
Google CalendarGoogle Calendar (8)
+
TwilioTwilio (8)
+
GmailGmail (8)
F
J
S
Create a Stripe payment link for every new FreeAgent invoice created from Jobber, and log the transaction.
Stripe payment links are generated instantly for invoices created from Jobber jobs, keeping collections moving without manual entry.
F
J
S
Log every Stripe payment in FreeAgent and update the corresponding client record in Jobber.
Stripe payments update FreeAgent accounting records and refresh Jobber client statuses immediately upon settlement.
J
F
S
When a Jobber job is completed, generate a FreeAgent invoice and charge the saved Stripe customer.
Completed field visits automatically trigger FreeAgent invoicing and execute charges via Stripe payment methods on file.
F
J
S
Create a Stripe customer for every new FreeAgent contact generated from Jobber client data.
FreeAgent contacts originating from Jobber are automatically established as active Stripe customers for streamlined billing.
S
F
J
If a Stripe payment fails, create a follow-up task in FreeAgent and log a note in Jobber.
Failed Stripe charges automatically trigger internal follow-up tasks in FreeAgent and attach warning notes in Jobber.
S
F
J
When a Stripe subscription renews, create a recurring project in FreeAgent and schedule a visit in Jobber.
Recurring Stripe billing events automatically provision accounting projects in FreeAgent and recurrent visits in Jobber.
S
F
J
Use ChatGPT to analyze failed Stripe charges, log the review in FreeAgent, and update Jobber client notes.
AI categorization of Stripe payment failures feeds structured notes into FreeAgent accounting and Jobber client profiles.
S
F
J
Turn every Stripe dispute into a FreeAgent audit task, create a Jobber client alert, and notify billing via Slack.
Stripe payment disputes trigger audit records in FreeAgent, client flags in Jobber, and immediate Slack notifications.

Supported triggers and actions for FreeAgent and Jobber

Mix and match to build the exact automation you need

FreeAgent
FreeAgent Triggers & Actions
Contact is created in FreeAgent
Triggers the automation when a new contact is created
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Invoice is created in FreeAgent
Triggers the automation when any invoice is added or modified
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Task is created in FreeAgent
Triggers the automation when a new task is created
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User is created in FreeAgent
Triggers the automation when a new user is created
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Create invoice in FreeAgent
Generates invoices for sales transactions
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Create project in FreeAgent
Creates a new project
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Create contact in FreeAgent
Adds a new contact to the database
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Create task in FreeAgent
Creates a new task
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Generate cashflow summary for given period in FreeAgent
Generates a detailed cash flow summary report for a period
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Jobber
Jobber Triggers & Actions
Invoice is updated in Jobber
Triggers when an invoice is updated
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Client is updated in Jobber
Triggers when a client is updated
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Time sheet entry is created in Jobber
Triggers the automation when a time entry is created
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Request is created in Jobber
Triggers the automation when a new request is created
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Job is completed in Jobber
Triggers the automation when a job is marked as completed
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Job is closed in Jobber
Triggers the automation when a job is closed
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Job is updated in Jobber
Triggers when a job is updated
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Quote is updated in Jobber
Triggers the automation when a new quote is update
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Job is created in Jobber
Triggers the automation when a new job is created
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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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Get job notes in Jobber
Try it โ†’
Get client notes in Jobber
Try it โ†’
Get request notes in Jobber
Try it โ†’
Get invoice notes in Jobber
Try it โ†’
Get quote notes in Jobber
Try it โ†’
Create quote in Jobber
Generates a new quote
Try it โ†’
Get invoice noteattechments by ID in Jobber
Try it โ†’
Update client in Jobber
Update client profile
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Create visit in Jobber
Create visit using the Job ID
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Close Job in Jobber
Close a job using the Job ID
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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
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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 โ†’

What can you automate with FreeAgent + Jobber?

Streamline your field service operations and accounting workflows with automated triggers across FreeAgent and Jobber.

What you can automate?
๐Ÿงพ
Create invoices from completed field jobs automatically
Whenever a service visit is marked complete in Jobber, a corresponding invoice is generated in FreeAgent instantly. Your billing department stays ahead of invoicing without manual record transfer.
๐Ÿ“‹
Capture every submitted field and client detail
Map all available Jobber request and client data into FreeAgent contact profiles and project notes. Your accounting records retain complete contextual history for every customer.
๐Ÿ””
Notify the right team member the moment work finishes
Trigger instant team notifications and task assignments in FreeAgent or messaging tools the second a field job is closed or updated in Jobber.
๐Ÿ”€
Route workflows based on submitted job types
Apply conditional logic to handle commercial and residential service requests differently, creating specific project structures in FreeAgent based on Jobber tags.
๐Ÿ”„
Keep financial destination records updated as status changes
When Jobber quotes are approved or invoices updated, automatically synchronize the changes to FreeAgent to keep accounting metrics accurate and up to date.
๐Ÿ”
Add or update records instead of creating duplicates
Search existing FreeAgent contacts and Jobber client profiles before creating new entries. Clean data management prevents duplicate accounts across your database.
โฑ๏ธ
Handle later status changes like job completion and payment
Automatically update project statuses in FreeAgent when Jobber jobs are closed or time sheet entries are logged, ensuring accurate operational reporting.
๐Ÿ”—
Extend your workflow to messaging and email apps
Connect FreeAgent and Jobber with Gmail, Twilio, or Stripe to send automated client payment reminders, confirmation texts, and email notifications as jobs progress.
And much more...

Who is FreeAgent + Jobber integration for?

Field service teams, accountants, and business owners who need accurate financial tracking and operational dispatching aligned without manual data entry.

Finance managers
Finance managers
Field dispatchers
Field dispatchers
Client account managers
Client account managers
Service business owners
Service business owners
Project managers
Project managers
Auditors and controllers
Auditors and controllers
๐Ÿ“ˆ
Finance managers
You're reviewing financial summaries in FreeAgent while field jobs happen daily in Jobber, but your revenue reports only update when someone manually reconciles the accounts, so the numbers you're budgeting against are always lagging โ€” this integration means every completed job automatically triggers invoice updates and your financials stay current.
โšก
Field dispatchers
You're dispatching technicians for urgent service visits in Jobber, but client account changes in FreeAgent don't reach your schedule until someone checks emails, so your team arrives unprepared for billing issues โ€” connecting these apps means client account updates flow instantly into your dispatch view.
๐Ÿค
Client account managers
You're answering client inquiries about project billing and service history, but you have to check both FreeAgent invoices and Jobber job logs separately while the customer is on the phone, so response times drag โ€” automating both apps means complete customer records are visible in one place instantly.
๐Ÿ“Š
Service business owners
You're managing high volumes of field service requests and invoices every week, but manual data entry between Jobber and FreeAgent creates bottlenecks and billing errors, so your administrative overhead keeps climbing โ€” integrating these apps means routine data syncing happens automatically without manual intervention.
๐Ÿ› ๏ธ
Project managers
You're overseeing project milestones in Jobber and need accounting records established in FreeAgent, but handoffs between field operations and accounting depend on manual emails, so project creation often gets delayed โ€” this integration means completed jobs automatically provision accounting projects the moment work finishes.
๐Ÿ“‘
Auditors and controllers
You're auditing transaction histories across billing and field management software, but missing reference links between invoices and service records leave audit gaps, so reconciliation takes hours โ€” automating both apps means every transaction maintains a complete, traceable operational history.
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 FreeAgent + Jobber

Build and manage your FreeAgent + 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 FreeAgent + 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 โ€” 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 FreeAgent to Jobber?
Frequently Asked Questions
You can connect FreeAgent to Jobber instantly using 1-click ready workflows on Integrately or by describing your workflow to Integrately AI. It takes just minutes to link your accounts alongside tools like Stripe, Gmail, and Google Calendar.
Can I automatically create a FreeAgent invoice when a Jobber job is completed?
Frequently Asked Questions
Can I connect FreeAgent, Jobber, and Stripe?
Frequently Asked Questions
What is a good Zapier alternative for FreeAgent and Jobber?
Frequently Asked Questions
How does FreeAgent handle invoice creation from Jobber job data?
Frequently Asked Questions
How are client details updated in Jobber when FreeAgent contacts are created?
Frequently Asked Questions
Do I need coding skills to set up FreeAgent and Jobber automations?
Frequently Asked Questions
Is the FreeAgent 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 โ€” just send us a message and weโ€™ll get back to you as soon as possible.

Want to automate something else in your workflow?

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