Jobber + MeisterTask Integration

Integrate Jobber to MeisterTask in one click, or tell Integrately AI how you want each job handled. Track projects, create tasks, update statuses, and notify your team automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Jobber
    Client is created in Jobber
  • Jobber
    Job is closed in Jobber
  • 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 updated in Jobber
  • Jobber
    Quote is updated in Jobber
  • Jobber
    Job is created in Jobber
  • Jobber
    Invoice is created in Jobber
  • Jobber
    Quote approval is created in Jobber
  • Jobber
    Quote is created in Jobber
  • MeisterTask
    Task is created in MeisterTask
  • MeisterTask
    Attachment is created in MeisterTask
  • MeisterTask
    Project is created in MeisterTask
  • MeisterTask
    Comment is added in MeisterTask
  • MeisterTask
    Checklist item is created in MeisterTask
  • MeisterTask
    Tag is applied to task in MeisterTask
  • MeisterTask
    Tag is created in MeisterTask
  • MeisterTask
    Section is created in MeisterTask
  • MeisterTask
    Person is created in MeisterTask
Arrow Right
2.
  • Jobber
    Get request notes in Jobber
  • Jobber
    Add attachment to request in Jobber
  • Jobber
    Create job in Jobber
  • Jobber
    Create request in Jobber
  • Jobber
    Get client notes in Jobber
  • Jobber
    Search property in Jobber
  • Jobber
    Get invoice notes in Jobber
  • Jobber
    Get quote notes in Jobber
  • Jobber
    Get job 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 client in Jobber
  • Jobber
    Search client in Jobber
  • MeisterTask
    Create task in MeisterTask
  • MeisterTask
    Update Task in MeisterTask
  • MeisterTask
    Search task in MeisterTask
  • MeisterTask
    Search attachment in MeisterTask
  • MeisterTask
    Search Tag in MeisterTask
  • MeisterTask
    Applied tag to task in MeisterTask
  • MeisterTask
    Create tag in MeisterTask
  • MeisterTask
    Search person in MeisterTask
  • MeisterTask
    Search section in MeisterTask
  • MeisterTask
    Search project in MeisterTask

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Ready Workflows Ready Workflows for Jobber + MeisterTask Integration

Track new jobs, create tasks, update projects, notify team members, and sync details, all in just one click.

Most popular automationmost-popular-automations
Jobber + MeisterTask Integration

Create MeisterTask task for new Jobber event

Every time a new Jobber event is created, this Jobber - MeisterTask integration will generate a corresponding task in MeisterTask automatically. This helps ensure that your team is always aware of the new events and can take the appropriate action.

Plus, it saves you time by eliminating the need to manually create tasks in MeisterTask for all such Jobber events. The task can be assigned to the relevant team member and include all the necessary details such as the date, time, and other details of the booking.

By having this process automated, it will ensure that every booking is properly managed and that no bookings are forgotten about or left unmanaged. Additionally, it will help to keep the team organized and on track, as they will always know what needs to be done and when.
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  • 1of1
Got a different task in mind? Describe it

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

Connect more apps to your Jobber + MeisterTask flow

Extend your workflow by connecting accounting, messaging, and support tools once the core pair finishes. Pick a combination and activate it in one click.

Jobber
MeisterTask
+
QuickBooks OnlineQuickBooks Online (8)
+
GmailGmail (8)
+
SlackSlack (8)
+
Google CalendarGoogle Calendar (8)
+
TwilioTwilio (8)
+
StripeStripe (8)
J
Q
M
Create a QuickBooks Online invoice from every new Jobber job, and create a tracking task in MeisterTask.
New Jobber jobs generate a QuickBooks Online invoice and a matching task in MeisterTask instantly. No manual data entry, no missed billing.
J
Q
M
Send a QuickBooks Online payment alert via MeisterTask when a Jobber invoice is updated.
Keep your project board updated in MeisterTask whenever a Jobber invoice is updated and logged in QuickBooks Online.
Q
J
M
When a QuickBooks Online invoice is updated, update the matching job in Jobber and create a task in MeisterTask.
Financial updates in QuickBooks Online instantly refresh Jobber records and notify your project board in MeisterTask.
J
Q
M
Create a QuickBooks Online customer when a Jobber client is created, and track setup in MeisterTask.
New Jobber clients automatically appear in QuickBooks Online while MeisterTask creates a onboarding task.
Q
M
J
If a QuickBooks Online invoice total exceeds 1000, create a high-priority task in MeisterTask and log it in Jobber.
High-value QuickBooks Online invoices trigger priority MeisterTask tracking and update Jobber records automatically.
Q
J
M
When a QuickBooks Online payment is received, close the job in Jobber and complete the task in MeisterTask.
Paid QuickBooks Online invoices automatically close Jobber jobs and complete tasks in MeisterTask.
Q
C
J
M
Use ChatGPT to summarise every new QuickBooks Online invoice, create a project record in Jobber, and log a task in MeisterTask.
ChatGPT extracts key invoice terms, Jobber logs the project record, and MeisterTask creates an action task.
Q
J
M
S
Turn every new QuickBooks Online customer into a Jobber client, create a project task in MeisterTask, and alert your team in Slack.
New QuickBooks Online customers instantly populate Jobber clients, create MeisterTask tasks, and notify Slack.

Supported triggers and actions for Jobber and MeisterTask

Mix and match to build the exact automation you need

Jobber
Jobber Triggers & Actions
Client is created in Jobber
Triggers the automation when a new client is created
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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
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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 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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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 request notes in Jobber
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Add attachment to request in Jobber
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Create job in Jobber
Creates a new job
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Create request in Jobber
Generates a new request
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Get client notes in Jobber
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Search property in Jobber
Searches for a property
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Get invoice notes in Jobber
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Get quote notes in Jobber
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Get job notes in Jobber
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Create quote in Jobber
Generates a new quote
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Get invoice noteattechments by ID in Jobber
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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 client in Jobber
Generates a new client profile
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Search client in Jobber
Searches for a client
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MeisterTask
MeisterTask Triggers & Actions
Task is created in MeisterTask
Triggers the automation when a new task is created
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Attachment is created in MeisterTask
Triggers the automation when a new attachment is created
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Project is created in MeisterTask
Triggers the automation when a new project is created
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Comment is added in MeisterTask
Triggers the automation when a comment is added
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Checklist item is created in MeisterTask
Triggers the automation when a new checklist item is created
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Tag is applied to task in MeisterTask
Triggers the automation when a tag is added
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Tag is created in MeisterTask
Triggers the automation when a tag is added
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Section is created in MeisterTask
Triggers the automation when a section is created
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Person is created in MeisterTask
Triggers the automation when a new person is created
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Create task in MeisterTask
Creates a new task
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Update Task in MeisterTask
Updates the task with new information or changes
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Search task in MeisterTask
Searches for a task
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Search attachment in MeisterTask
Searches for an attachment
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Search Tag in MeisterTask
Searches for a tag
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Applied tag to task in MeisterTask
Categorize task by applying particular tag
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Create tag in MeisterTask
Generates a new tag
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Search person in MeisterTask
Retrieves information about a person
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Search section in MeisterTask
Searches for a section
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Search project in MeisterTask
Searches for a project
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What can you automate with Jobber + MeisterTask?

Streamline your field operations and project management with powerful automated workflows between Jobber and MeisterTask.

What you can automate?
Turn every new Jobber job into a tracked MeisterTask task instantly
Turn every new Jobber job into a tracked MeisterTask task instantly, eliminating manual copy-pasting and ensuring nothing slips through the cracks.
📝
Capture full Jobber request details into MeisterTask task descriptions
Map full Jobber request details into MeisterTask task descriptions instead of just basic names. Your task board becomes a richer source for planning and execution.
🔔
Alert your operations team the moment a new Jobber quote or job is logged
Alert your operations team the moment a new Jobber quote or job is logged, ensuring rapid response times and clear ownership.
🔀
Route high-priority Jobber jobs to executive MeisterTask boards automatically
Send high-priority Jobber jobs to executive MeisterTask boards while routing standard service requests to general queues automatically.
🔄
Update MeisterTask tasks automatically whenever a Jobber job status changes
Update MeisterTask tasks automatically whenever a Jobber job status changes from scheduled to completed, keeping project boards accurate.
🔍
Search existing MeisterTask projects before creating new tasks
Search existing MeisterTask projects before creating new tasks, updating current records instead of cluttering your board with duplicates.
Trigger follow-up workflows in MeisterTask when a Jobber job is closed
Trigger follow-up workflows in MeisterTask when a Jobber job is closed or an invoice is updated, closing the loop on field operations.
💬
Push Jobber job updates into MeisterTask and notify Slack instantly
Push Jobber job updates into MeisterTask and instantly notify your designated Slack channel to keep the entire company aligned.
And much more...

Who is Jobber + MeisterTask integration for?

Field service professionals, project managers, and operations teams streamline scheduling and task execution by connecting Jobber and MeisterTask.

Operations managers
Operations managers
Field supervisors
Field supervisors
Project coordinators
Project coordinators
Support leads
Support leads
Dispatchers
Dispatchers
Account managers
Account managers
📈
Operations managers
You report on field schedules and task progress, but your numbers are always stale because someone manually copies data between Jobber and MeisterTask — this integration means every new job lands in your task board instantly and your metrics stay current.
Field supervisors
You need to act fast when service requests come in, and you find out too late because alerts are trapped in email — connecting these apps means every new Jobber request triggers immediate task creation in MeisterTask so your team responds instantly.
🤝
Project coordinators
You answer to clients who want to see project progress, but tracking updates manually causes missed milestones — with this integration, every Jobber job update syncs straight to MeisterTask to keep stakeholders fully informed.
📊
Support leads
The volume of service requests is too high for anyone to keep up by hand, leading to missed client follow-ups — automating both apps means every request becomes a tracked task without manual entry.
🔧
Dispatchers
You own the next step and depend on field staff to hand over job completion notes, but details get lost — this integration means completed Jobber jobs instantly notify task owners to dispatch follow-up work.
📋
Account managers
You need a reliable history of client work and keep finding gaps between field visits and internal tasks — automating both apps means every client update creates a complete audit trail across platforms.
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 Jobber + MeisterTask

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

1,500+ apps connected
1,500+ apps connected
Connect Jobber + MeisterTask 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
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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 Jobber to MeisterTask?
Frequently Asked Questions
You can connect Jobber to MeisterTask in 1 click using ready templates or Integrately AI. It links with apps like QuickBooks Online, Gmail, Slack, and Google Calendar.
Can I automatically create MeisterTask tasks from new Jobber jobs?
Frequently Asked Questions
Can I connect Jobber, MeisterTask, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Jobber and MeisterTask?
Frequently Asked Questions
How does Jobber handle client updates in this integration?
Frequently Asked Questions
Can MeisterTask project updates trigger actions in Jobber?
Frequently Asked Questions
Do I need coding skills to automate Jobber and MeisterTask?
Frequently Asked Questions
Is the Jobber and MeisterTask integration free?
Frequently Asked Questions
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You Can Also Connect Jobber or MeisterTask With 1500+ Other Apps

Jobber
Popular Jobber Integrations
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MeisterTask
Popular MeisterTask Integrations
Sync MeisterTask with communication apps, calendars, and document storage to keep project execution running smoothly.