Holded + Jobber Integration

Q: Can I automatically create Holded sales invoices when a Jobber job is created?

New Jobber jobs can automatically create Holded sales invoices using 1-click automations on Integrately. There is a ready template available to start from the Holded and Jobber integration.

Q: Can I connect Holded, Jobber, and Slack?

Holded, Jobber, and Slack work together seamlessly in multi-step automations on Integrately. When a job event occurs, you can trigger financial actions and post updates to Slack, as well as connect Stripe, Google Calendar, QuickBooks Online, Twilio, Gmail, and 1,500+ other apps.

Q: What is a good Zapier alternative for Holded and Jobber?

Integrately is a reliable alternative to most alternatives for connecting Holded and Jobber. It offers 20 million+ ready automation templates, 24/5 live chat support, and 42,000+ active users.

Q: How does Holded handle contact data during automation?

Holded creates, searches, and updates contacts automatically when triggered by external apps. There is a ready workflow available — start from the Holded and Jobber integration.

Q: Can Jobber trigger invoice creation in Holded?

Jobber completion events can trigger sales invoice creation in Holded. There is a ready workflow available — start from the Holded and Jobber integration.

Q: Do I need coding skills to automate Holded and Jobber?

No coding skills are required to connect Holded and Jobber on Integrately. You can use ready templates or ask Integrately AI to configure the workflow.

Q: Is the Holded and Jobber integration free?

The Holded and Jobber integration is available on Integrately with a free forever plan. You can start with ready workflows and upgrade as your automation needs grow.

Integrate Holded to Jobber in one click, or tell Integrately AI how you want each job handled. Streamline your field service operations, generate sales invoices, update client records, and track revenue automatically.

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Purchase is created in Holded
Invoice is created in Holded
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

Create contact in Holded
Search contact by email in Holded
Update contact in Holded
Search contact by phone in Holded
Create sales invoice in Holded
Create purchase invoice in Holded
Create deal in Holded
Create credit note in Holded
Mark invoice as paid in Holded
Send invoice in Holded
Create sales receipt in Holded
Mark credit note as paid in Holded
Create quote in Holded
Create sales order in Holded
Create product in Holded
Create event in Holded
Create payment in Holded
Create employee in Holded
Get request notes in Jobber
Search property in Jobber
Add attachment to request in Jobber
Create job in Jobber
Create request in Jobber
Get client notes in Jobber
Create client 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

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Ready Workflows for Holded + Jobber Integration

Create invoices from completed jobs, update client records, sync purchases, and track payments, all in just one click.

Create Holded deal for new Jobber event

In your business, you may need to track when someone is invited to an event. You can do this by creating a deal in Holded.

But manually creating a deal can be a tedious process. That's why we've created this handy automation to make your workflow efficient and easy. Whenever an event is created in Jobber, it will trigger a corresponding deal creation in Holded.

This makes it easy to keep track of all the interactions that person has with your company. By using deal, you can quickly see what stage of the customer journey they are in, and which steps need to be taken next.

Activate

Create Holded creditnote for new Jobber event

Jobber + Holded Integration

Activate

Update Holded contact from new Jobber event

Jobber + Holded Integration

Activate

1of1

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Holded + Jobber flow

Teams often connect communication tools, calendars, and payment gateways to keep field teams and finance departments aligned. Pick a combination and activate it in one click.

Stripe (3)

Google Calendar (3)

QuickBooks Online (3)

Twilio (3)

Gmail (3)

Slack (3)

Create a Holded sales invoice when a Stripe payment is made, and create a job in Jobber

Stripe payments instantly trigger sales invoices in Holded and schedule new jobs in Jobber without manual data entry.

When a Jobber job is completed, mark the Holded invoice as paid and record the transaction in Stripe

Completed field jobs update your Holded invoice status and log the revenue record in Stripe automatically.

Use ChatGPT to summarise Stripe payment notes, create a deal in Holded, and create a client in Jobber

ChatGPT processes incoming Stripe payment notes to create organised Holded deals and Jobber client profiles.

Create a Google Calendar event when a Jobber job is created, and create a project contact in Holded

Jobber job schedules appear on Google Calendar while Holded records the new client contact automatically.

When a Google Calendar meeting is updated, update the client in Jobber and update the contact in Holded

Calendar changes update your Jobber client schedule and refresh corresponding contact records in Holded.

Use Claude to summarise Google Calendar meeting notes, create a Jobber visit, and create a Holded event

Claude parses calendar descriptions to generate structured Jobber visits and Holded activity logs.

Create a QuickBooks Online invoice when a Holded sales invoice is created, and create a Jobber job

Holded invoices generate matching QuickBooks Online records and dispatch new jobs in Jobber instantly.

When a QuickBooks Online payment is recorded, mark the Holded invoice as paid and close the Jobber job

QuickBooks payment confirmations mark Holded invoices paid and close out the corresponding Jobber jobs.

Use Gemini to categorise QuickBooks Online expense lines, create a Holded purchase invoice, and update a Jobber client

Gemini categorises expense line items to generate accurate Holded purchase invoices and update Jobber client profiles.

Send an SMS via Twilio when a Jobber request is created, and create a Holded contact

New Jobber requests trigger automated SMS customer confirmations while Holded records the contact details.

When a Holded invoice is created, send a payment reminder SMS via Twilio and create a Jobber visit

New Holded invoices trigger payment reminder text messages via Twilio and schedule follow-up visits in Jobber.

Use Claude to evaluate incoming Twilio customer feedback, update the Jobber client, and create a Holded deal

Claude analyses SMS feedback to update client records in Jobber and open new service deals in Holded.

Send an email via Gmail when a Jobber quote is created, and create a contact in Holded

New Jobber quotes trigger automated client email delivery while Holded saves the new contact profile.

When a Holded purchase is created, send a vendor notification email via Gmail and create a Jobber job

Holded purchase records trigger automated vendor notification emails in Gmail and schedule field work in Jobber.

Use Gemini to parse incoming Gmail project requests, create a Jobber request, and create a Holded deal

Gemini extracts project specifications from Gmail messages to generate Jobber service requests and Holded deals.

Post a notification in Slack when a Jobber job is closed, and create a sales invoice in Holded

Closed Jobber jobs post instant updates to Slack channels while generating matching Holded sales invoices.

When a Holded invoice is marked as paid, notify the finance channel in Slack and create a Jobber follow-up visit

Paid Holded invoices trigger celebrating Slack notifications and schedule client retention visits in Jobber.

Use Perplexity to summarise new Jobber quote approvals, post the brief in Slack, and create a Holded deal

Perplexity summarises approved Jobber quotes, posts executive briefs in Slack, and opens deals in Holded.

Supported triggers and actions for Holded and Jobber

Mix and match to build the exact automation you need

Holded Triggers & Actions

Purchase is created in Holded

Triggers the automation when a new purchase is created

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Invoice is created in Holded

Triggers the automation when any invoice is added or modified

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Jobber Triggers & Actions

Client is created in Jobber

Triggers the automation when a new client is created

Try it →

Job is closed in Jobber

Triggers the automation when a job is closed

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Invoice is updated in Jobber

Triggers when an invoice is updated

Try it →

Client is updated in Jobber

Triggers when a client is updated

Try it →

Time sheet entry is created in Jobber

Triggers the automation when a time entry is created

Try it →

Request is created in Jobber

Triggers the automation when a new request is created

Try it →

Job is completed in Jobber

Triggers the automation when a job is marked as completed

Try it →

Job is updated in Jobber

Triggers when a job is updated

Try it →

Quote is updated in Jobber

Triggers the automation when a new quote is update

Try it →

Job is created in Jobber

Triggers the automation when a new job is created

Try it →

Invoice is created in Jobber

Triggers the automation when any invoice is added or modified

Try it →

Quote approval is created in Jobber

Triggers the automation when any quote is approved

Try it →

Quote is created in Jobber

Triggers the automation when a new quote is created

Try it →

What can you automate with Holded + Jobber?

Connect your company management platform with field service management to eliminate manual data entry and speed up cash flow.

Get Started For Free

🧾

Generate sales invoices from completed field service jobs

Transform finished Jobber jobs into itemised Holded sales invoices the moment service work finishes. Administrative billing delays disappear.

📋

Capture every submitted client field and service detail

Map custom request answers and property details from Jobber directly into Holded contact and deal records. Your database captures complete project scopes.

🔔

Alert your team instantly when a service request arrives

Notify staff on messaging channels or email the second a new customer request is submitted in Jobber, ensuring rapid follow-up.

🔀

Route records based on submitted service tiers

Evaluate incoming Jobber quotes and route them to specific Holded pipelines depending on the service category selected by the client.

🔄

Keep client contact details synchronised across apps

Update client phone numbers, property addresses, and email details in Holded whenever modifications occur in Jobber.

🔍

Search and update existing contacts without duplicates

Check whether a client already exists in Holded by email or phone before creating a new record, maintaining a clean customer database.

💰

Mark invoices as paid and close jobs automatically

Update financial records and close out operational jobs the moment payments clear in your accounting or payment gateway.

💬

Extend field workflows with communication apps

Connect Holded and Jobber with Slack to broadcast completed milestones and keep every department informed in real time.

And much more...

Who is Holded + Jobber integration for?

Field service businesses and finance teams managing scheduling, dispatching, and invoicing need automated data flows to keep operations accurate and profitable.

Finance & Accounting Teams

Field Operations Managers

Client Relations Officers

Dispatch Coordinators

Field Technicians

Business Owners

📈

Finance & Accounting Teams

You're reviewing company performance reports in Holded, but your revenue figures lag behind field activity because invoices are created manually days after jobs finish — this integration means every completed Jobber task generates an instant sales invoice and your financial reports reflect true revenue.

⚡

Field Operations Managers

You're dispatching crews based on schedules in Jobber, but you find out about billing discrepancies too late because payment confirmations are buried in email threads — automating both apps means every payment recorded in Holded immediately updates job statuses and your operational queue stays accurate.

🤝

Client Relations Officers

You answer to commercial clients who demand immediate progress reports and itemised service histories, but pulling records across disparate platforms wastes hours — connecting these apps means every updated Jobber visit and Holded invoice syncs automatically so client inquiries are answered instantly.

📊

Dispatch Coordinators

You're handling high volumes of daily service requests in Jobber while administrative staff struggle to keep customer databases updated in Holded, leading to duplicated client entries — with this integration, every new client profile flows securely between systems without manual transcription errors.

👷

Field Technicians

You complete service visits on site and depend on office staff to manually transition job records into accounting software before materials can be reordered — automating both apps means closing a Jobber ticket triggers purchase invoices in Holded instantly so inventory replenishment never stalls.

🗂️

Business Owners

You need a reliable audit history of company transactions and customer interactions, but missing data entries leave frustrating gaps in your company management records — this integration means every business transaction is logged chronologically across Holded and Jobber with zero manual intervention.

Try This Integration – No Code Needed

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 Holded + Jobber

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

1,500+ apps connected

Connect Holded + 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.

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Frequently Asked Questions

How do I connect Holded to Jobber?

You can connect Holded to Jobber in 1 click using ready templates on Integrately or ask Integrately AI to build the workflow. You can also connect Stripe, Google Calendar, QuickBooks Online, Twilio, Gmail, Slack, and 1,500+ other apps.

Can I automatically create Holded sales invoices when a Jobber job is created?

Can I connect Holded, Jobber, and Slack?

What is a good Zapier alternative for Holded and Jobber?

How does Holded handle contact data during automation?

Can Jobber trigger invoice creation in Holded?

Do I need coding skills to automate Holded and Jobber?

Is the Holded 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 Holded or Jobber With 1500+ Other Apps

Popular Holded Integrations

Connect Holded with CRM, billing, and reporting tools to manage company operations and financial data across your tech stack.

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Holded Integrations

No popular apps found

Popular Jobber Integrations

Sync Jobber with communication, scheduling, and project tools to keep field dispatching and customer service running smoothly.

See All
Jobber Integrations

No popular apps found

Holded + Jobber Integration

Integrate Holded to Jobber in one click, or tell Integrately AI how you want each job handled. Streamline your field service operations, generate sales invoices, update client records, and track revenue automatically.

Trusted by experts at...

Ready Workflows for Holded + Jobber Integration

Create invoices from completed jobs, update client records, sync purchases, and track payments, all in just one click.

Create Holded deal for new Jobber event

Create Holded creditnote for new Jobber event

Update Holded contact from new Jobber event

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Holded + Jobber flow

Teams often connect communication tools, calendars, and payment gateways to keep field teams and finance departments aligned. Pick a combination and activate it in one click.

Supported triggers and actions for Holded and Jobber

Mix and match to build the exact automation you need

What can you automate with Holded + Jobber?

Connect your company management platform with field service management to eliminate manual data entry and speed up cash flow.

Who is Holded + Jobber integration for?

Field service businesses and finance teams managing scheduling, dispatching, and invoicing need automated data flows to keep operations accurate and profitable.

Did you know?

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

Why choose Integrately to automate Holded + Jobber

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

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

You Can Also Connect Holded or Jobber With 1500+ Other Apps

Automate Your Tedious Tasks
With A Single Click

It's so easy a caveman could do it.

Holded + Jobber Integration

Integrate Holded to Jobber in one click, or tell Integrately AI how you want each job handled. Streamline your field service operations, generate sales invoices, update client records, and track revenue automatically.

Trusted by experts at...

Ready Workflows for Holded + Jobber Integration

Create invoices from completed jobs, update client records, sync purchases, and track payments, all in just one click.

Create Holded deal for new Jobber event

Create Holded creditnote for new Jobber event

Update Holded contact from new Jobber event

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Holded + Jobber flow

Teams often connect communication tools, calendars, and payment gateways to keep field teams and finance departments aligned. Pick a combination and activate it in one click.

Supported triggers and actions for Holded and Jobber

Mix and match to build the exact automation you need

What can you automate with Holded + Jobber?

Connect your company management platform with field service management to eliminate manual data entry and speed up cash flow.

Who is Holded + Jobber integration for?

Field service businesses and finance teams managing scheduling, dispatching, and invoicing need automated data flows to keep operations accurate and profitable.

Did you know?

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

Why choose Integrately to automate Holded + Jobber

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

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

You Can Also Connect Holded or Jobber With 1500+ Other Apps

Automate Your Tedious Tasks With A Single Click

It's so easy a caveman could do it.

Automate Your Tedious Tasks
With A Single Click