Jobber + Kartra Integration

Q: What happens when a new client is created in Jobber?

When a new client is created in Jobber, Integrately can automatically create a corresponding lead in Kartra. This ensures your marketing funnels and customer records stay fully aligned without any manual data entry or delayed updates.

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

Yes, you can easily connect Jobber, Kartra, and Slack together in a single multi-step automation. When a job or lead event occurs, you can sync data between Jobber and Kartra while instantly notifying your team channels in Slack, alongside 1,500+ other apps.

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

Integrately is a reliable and cost-effective alternative for connecting Jobber and Kartra. It offers millions of ready-to-use templates, 24/5 live chat support, and an intuitive AI builder to help you automate your workflows faster and at 3x to 10x lower cost.

Q: How are Jobber quotes and invoices handled in the integration?

Jobber quotes and invoices can trigger automated actions in Kartra, such as updating lead statuses or assigning tags. You can start with a ready workflow or customise every step using Integrately AI.

Q: Can Kartra form submissions create clients in Jobber?

Yes, whenever a lead fills a form in Kartra, Integrately can automatically create a new client or request in Jobber. This bridges your marketing acquisition directly with your field service management.

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

No coding skills are required to connect Jobber and Kartra on Integrately. You can select from millions of pre-built templates or describe your exact workflow in plain English to let Integrately AI build it for you.

Q: Is the Jobber and Kartra integration free?

The Jobber and Kartra integration is available on Integrately with a free forever plan. You can start automating your workflows instantly and explore premium features with our free tier or 14-day trial.

Integrate Jobber to Kartra in one click, or tell Integrately AI how you want each client handled. Create a lead in Kartra, assign tags, trigger email sequences, and update client records automatically.

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Invoice is updated in Jobber
Job is completed in Jobber
Request is created in Jobber
Time sheet entry is created in Jobber
Client is updated in Jobber
Job is closed in Jobber
Client is created in Jobber
Job is updated in Jobber
Job is created in Jobber
Quote is updated in Jobber
Invoice is created in Jobber
Quote approval is created in Jobber
Quote is created in Jobber
Lead fills form in Kartra Instant
Customer buys a product in Kartra Instant
Tag is assigned to lead in Kartra Instant
Tag is unassigned to lead in Kartra Instant
Lead is unsubscribed from list in Kartra Instant
Lead visits a Kartra page in Kartra Instant
Lead is subscribed to list in Kartra Instant
Lead is subscribed to sequence in Kartra Instant
Membership revoked from a lead in Kartra Instant
Lead reaches score for the first time in Kartra Instant
Lead is unsubscribed from sequence in Kartra Instant
Lead completes a sequence in Kartra Instant
Membership granted to a lead in Kartra Instant
Lead clicks on page split test link in Kartra Instant
Lead completes calendar in Kartra Instant
Lead registers to a calendar in Kartra Instant
Lead plays the video in Kartra Instant
Lead completes video in Kartra Instant
Calender subscription is cancelled in Kartra Instant
Affiliate signs up for product in Kartra Instant
Order is partially refunded in Kartra Instant
Order is refunded in Kartra Instant

Get job notes in Jobber
Get quote notes in Jobber
Get invoice notes in Jobber
Get client notes in Jobber
Get request notes in Jobber
Create request in Jobber
Create job in Jobber
Add attachment to request in Jobber
Create client in Jobber
Search property in Jobber
Close Job in Jobber
Create visit in Jobber
Create quote in Jobber
Get invoice noteattechments by ID in Jobber
Update client in Jobber
Search client in Jobber
Create lead in Kartra
Assign tag to lead in Kartra
Search lead by email in Kartra
Unassign tag to lead in Kartra
Remove points from lead in Kartra
Give points to lead in Kartra
Unsubscribe lead from a list in Kartra
Get lead by ID in Kartra
Subscribe lead to list in Kartra
Update lead in Kartra
Subscribe lead to a sequence in Kartra
Subscribe lead to calendar in Kartra
Cancel subscription to calendar in Kartra
Unsubscribe lead from a sequence in Kartra
Create custom field in Kartra
Refund a payment transaction in Kartra

Trusted by experts at...

Ready Workflows for Jobber + Kartra Integration

Capture client details, create leads in Kartra, trigger email sequences, and update records, all in just one click.

Create Kartra lead for new Jobber event

To best take advantage of every new Jobber event, it is essential to have a strong marketing campaign in Kartra in place. This will help ensure that potential customers are aware of the event and can easily find information about it.

By taking the time to create a robust Kartra lead list, businesses can maximize their chances of success with Jobber event.

Activate

1of1

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

Connect more apps to your Jobber + Kartra flow

Sync client data with billing, communication, and scheduling tools right after your core pair completes. Pick a combination and activate it in one click.

Stripe (4)

QuickBooks Online (4)

Gmail (4)

Slack (4)

Google Calendar (4)

Mailchimp (4)

Create a Kartra lead when a Jobber client is created, and record the payment in Stripe.

New Jobber clients create Kartra leads instantly while Stripe records the payment details without manual entry.

When a Kartra product is purchased, create a job in Jobber and generate a charge in Stripe.

Kartra purchases automatically initiate Jobber jobs and record charges in Stripe instantly.

When a Jobber job is completed, update the Kartra lead and create an invoice in Stripe.

Completed Jobber jobs update Kartra leads and generate Stripe invoices automatically.

Use ChatGPT to analyse every new Kartra customer purchase, create a job in Jobber, and log the payment in Stripe.

ChatGPT parses Kartra purchases to generate Jobber jobs and record Stripe charges accurately.

Create a Kartra lead when a Jobber invoice is created, and sync it to QuickBooks Online.

Jobber invoice creations register Kartra leads and update QuickBooks Online customers simultaneously.

When a Kartra form is filled, create a client in Jobber and add an invoice in QuickBooks Online.

Kartra form submissions instantly generate Jobber clients and QuickBooks Online invoices.

When Jobber quote is created, update the Kartra lead and log the estimate in QuickBooks Online.

Jobber quotes update Kartra lead records and log matching estimates in QuickBooks Online.

Use Claude to review Kartra form submissions, create a Jobber client, and record the invoice in QuickBooks Online.

Claude evaluates Kartra form leads to set up Jobber clients and QuickBooks Online invoices.

Send an email via Gmail when a Jobber quote is created and sync the lead to Kartra.

Jobber quote creations trigger Gmail client emails and update Kartra records simultaneously.

When a Kartra product is bought, notify the team via Gmail and create a job in Jobber.

Kartra product purchases send team emails via Gmail and set up Jobber jobs automatically.

When Jobber job is closed, email the client via Gmail and update their Kartra lead status.

Closed Jobber jobs trigger client follow-up emails via Gmail and update Kartra lead statuses.

Use Gemini to draft follow-ups for new Kartra leads, create a Jobber client, and send the email via Gmail.

Gemini drafts custom email follow-ups for Kartra leads, sets up Jobber clients, and sends via Gmail.

Notify your team in Slack when a Jobber job is created and register the lead in Kartra.

New Jobber jobs trigger instant Slack team alerts and register matching leads in Kartra.

Post a Slack message when a Kartra form is filled and create a client in Jobber.

Kartra form submissions announce new leads in Slack and create Jobber client accounts.

When Jobber quote approval is created, update the Kartra tag and alert the sales channel in Slack.

Jobber quote approvals update Kartra tags and post celebratory alerts in Slack channels.

Use Perplexity to summarise new Kartra leads, create a Jobber client, and post the summary in Slack.

Perplexity summarises Kartra leads for Jobber client creation and Slack channel announcements.

Create a Google Calendar event when a Jobber visit is created and sync the client to Kartra.

Jobber visits schedule Google Calendar events and register client leads in Kartra automatically.

When a Kartra calendar is completed, schedule a Google Calendar event and create a Jobber visit.

Kartra calendar bookings schedule Google Calendar meetings and create Jobber visits.

When a Jobber job is updated, reschedule the Google Calendar event and update the Kartra lead.

Jobber job changes automatically reschedule Google Calendar events and update Kartra leads.

Use ChatGPT to parse Kartra calendar bookings, schedule a Google Calendar event, and create a Jobber visit.

ChatGPT extracts Kartra booking details to schedule Google Calendar events and create Jobber visits.

Add a Mailchimp subscriber when a Jobber client is created and register them in Kartra.

New Jobber clients populate Mailchimp subscriber lists and register Kartra leads instantly.

When a Kartra lead fills a form, add them to Mailchimp and create a Jobber client.

Kartra form submissions add Mailchimp subscribers and establish Jobber client accounts.

When a Jobber invoice is updated, tag the Mailchimp subscriber and update the Kartra lead.

Jobber invoice changes update Mailchimp subscriber details and adjust Kartra lead records.

Use Claude to segment Kartra form leads, add them to Mailchimp, and create a Jobber client.

Claude segments Kartra leads for targeted Mailchimp lists and Jobber client profiles.

Supported triggers and actions for Jobber and Kartra

Mix and match to build the exact automation you need

Jobber Triggers & Actions

Invoice is updated in Jobber

Triggers when an invoice 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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Request is created in Jobber

Triggers the automation when a new request is created

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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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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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Job is updated in Jobber

Triggers when a job is updated

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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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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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Kartra Triggers & Actions

Instant

Lead fills form in Kartra

Triggers the automation when a lead fills out a form

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Instant

Customer buys a product in Kartra

Triggers the automation when a customer completes a purchase of a product

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Instant

Tag is assigned to lead in Kartra

Triggers the automation when a tag is added

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Instant

Tag is unassigned to lead in Kartra

Triggers the automation when a tag is added

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Instant

Lead is unsubscribed from list in Kartra

Triggers the automation when any lead is unsubscribed from the mailing list

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Instant

Lead visits a Kartra page in Kartra

Triggers the automation when a lead visits a Kartra page

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Instant

Lead is subscribed to list in Kartra

Triggers the automation when a lead is subscribed to a list

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Instant

Lead is subscribed to sequence in Kartra

Triggers the automation when a lead is subscribed to a sequence

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Instant

Membership revoked from a lead in Kartra

Triggers the automation when a lead's membership is revoked

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Instant

Lead reaches score for the first time in Kartra

Triggers the automation when a lead reaches a score for the first time

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Instant

Lead is unsubscribed from sequence in Kartra

Triggers the automation when any lead is unsubscribed from a sequence

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Instant

Lead completes a sequence in Kartra

Triggers the automation when a lead finishes a designated sequence of actions

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Instant

Membership granted to a lead in Kartra

Triggers the automation when membership is granted to a lead

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Instant

Lead clicks on page split test link in Kartra

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Instant

Lead completes calendar in Kartra

Triggers the automation when a lead completes a calendar event

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Instant

Lead registers to a calendar in Kartra

Triggers the automation when a lead registers for an event or appointment in a calendar

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Instant

Lead plays the video in Kartra

Triggers the automation when a video is played by a lead

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Instant

Lead completes video in Kartra

Triggers the automation when a lead completes a video

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Instant

Calender subscription is cancelled in Kartra

Triggers the automation when a calendar subscription is cancelled

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Instant

Affiliate signs up for product in Kartra

Triggers the automation when any affiliate signs up for a particular product

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Instant

Order is partially refunded in Kartra

Triggers the automation when a partial refund is issued for an order

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Instant

Order is refunded in Kartra

Triggers the automation when any order is refunded

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What can you automate with Jobber + Kartra?

Streamline your field service operations and marketing workflows by connecting Jobber and Kartra to automate client creation, job scheduling, and lead management.

Get Started For Free

👤

Create a Kartra lead from every new Jobber client

Automatically generate a corresponding lead in Kartra whenever a new client is registered in Jobber, ensuring your marketing tools always match your field database.

📋

Capture every custom form field and customer detail

Map all submitted answers and contact details from Kartra forms straight into Jobber client profiles instead of just transferring basic names and email addresses.

🔔

Notify your team the moment quotes or invoices change

Send instant team alerts or email notifications whenever a Jobber quote is created, updated, or approved by your clients.

🔀

Trigger different follow-ups based on submitted fields

Route leads into specific email sequences or tag groups in Kartra depending on the service tier selected in your Jobber quotes.

🔄

Keep lead statuses updated as jobs progress in the field

Automatically update Kartra lead stages whenever field technicians complete or close service jobs in Jobber.

🔍

Search existing records before creating new duplicates

Check if a client or property already exists in Jobber or Kartra before creating new records, keeping your databases clean and organised.

💳

Manage lead tags when payments or subscriptions change

Automatically assign or remove lead tags in Kartra when orders are refunded, subscriptions are cancelled, or invoices are updated in Jobber.

🔌

Extend your workflow to Slack or QuickBooks Online

Push job completion details and Kartra customer data straight into Slack channels or accounting tools to keep cross-functional teams aligned.

And much more...

Who is Jobber + Kartra integration for?

Field service providers, marketers, and business owners connecting Jobber and Kartra to eliminate manual data entry and streamline client management operations.

Performance marketers

Operations managers

Client success leads

Sales directors

Project coordinators

Finance supervisors

📈

Performance marketers

You're running campaigns across multiple platforms but your Kartra leads only reach Jobber when someone manually exports contacts, so the conversion counts you're optimising against are always a few hours behind — with this integration, every new lead lands in Jobber instantly and your data stays current.

⚡

Operations managers

You need to dispatch field teams quickly, and you find out too late when a customer registers through Kartra because details sit in unread inbox folders — automating both apps means every form submission immediately creates a job in Jobber so your team can act fast.

🤝

Client success leads

You answer to stakeholders who want to see live updates on project progress across your service pipeline, but switching between dashboards wastes valuable hours — connecting these apps means every job status change updates your Kartra records automatically so everyone stays informed.

🚀

Sales directors

The volume of incoming quote requests is too high for anyone to keep up by hand, leading to missed follow-ups and lost revenue opportunities — automating both apps means every Jobber quote update syncs to Kartra without manual intervention.

📋

Project coordinators

You own the client onboarding step and depend on someone upstream to hand over details from marketing funnels, causing bottlenecks and communication gaps — integrating these apps means client data flows directly from Kartra into Jobber the moment they buy.

🗂️

Finance supervisors

You need a reliable history of all transactions and customer interactions, but keep finding gaps where manual entries were missed or mistyped — with this integration, every invoice and client update is logged accurately across both platforms.

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 Jobber + Kartra

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

1,500+ apps connected

Connect Jobber + Kartra 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 Jobber to Kartra?

Connecting Jobber to Kartra is quick and straightforward with Integrately. You can use our 1-click ready workflows to start syncing clients and leads immediately, or use Integrately AI to build custom multi-step automations tailored to your exact business needs alongside apps like Stripe, Slack, and Gmail.

What happens when a new client is created in Jobber?

Can I connect Jobber, Kartra, and Slack?

What is a good Zapier alternative for Jobber and Kartra?

How are Jobber quotes and invoices handled in the integration?

Can Kartra form submissions create clients in Jobber?

Do I need coding skills to automate Jobber and Kartra?

Is the Jobber and Kartra 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 Jobber or Kartra With 1500+ Other Apps

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Jobber + Kartra Integration

Integrate Jobber to Kartra in one click, or tell Integrately AI how you want each client handled. Create a lead in Kartra, assign tags, trigger email sequences, and update client records automatically.

Trusted by experts at...

Ready Workflows for Jobber + Kartra Integration

Capture client details, create leads in Kartra, trigger email sequences, and update records, all in just one click.

Create Kartra lead for new Jobber event

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

Connect more apps to your Jobber + Kartra flow

Sync client data with billing, communication, and scheduling tools right after your core pair completes. Pick a combination and activate it in one click.

Supported triggers and actions for Jobber and Kartra

Mix and match to build the exact automation you need

What can you automate with Jobber + Kartra?

Streamline your field service operations and marketing workflows by connecting Jobber and Kartra to automate client creation, job scheduling, and lead management.

Who is Jobber + Kartra integration for?

Field service providers, marketers, and business owners connecting Jobber and Kartra to eliminate manual data entry and streamline client management operations.

Did you know?

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

Why choose Integrately to automate Jobber + Kartra

Build and manage your Jobber + Kartra 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 Jobber or Kartra With 1500+ Other Apps

Automate Your Tedious Tasks
With A Single Click

It's so easy a caveman could do it.

Jobber + Kartra Integration

Integrate Jobber to Kartra in one click, or tell Integrately AI how you want each client handled. Create a lead in Kartra, assign tags, trigger email sequences, and update client records automatically.

Trusted by experts at...

Ready Workflows for Jobber + Kartra Integration

Capture client details, create leads in Kartra, trigger email sequences, and update records, all in just one click.

Create Kartra lead for new Jobber event

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

Connect more apps to your Jobber + Kartra flow

Sync client data with billing, communication, and scheduling tools right after your core pair completes. Pick a combination and activate it in one click.

Supported triggers and actions for Jobber and Kartra

Mix and match to build the exact automation you need

What can you automate with Jobber + Kartra?

Streamline your field service operations and marketing workflows by connecting Jobber and Kartra to automate client creation, job scheduling, and lead management.

Who is Jobber + Kartra integration for?

Field service providers, marketers, and business owners connecting Jobber and Kartra to eliminate manual data entry and streamline client management operations.

Did you know?

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

Why choose Integrately to automate Jobber + Kartra

Build and manage your Jobber + Kartra 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 Jobber or Kartra 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