Microsoft Office 365 + Jobber Integration

Integrate Jobber to Microsoft Office 365 in one click, or tell Integrately AI how you want each client handled. Sync your new clients and schedule visits, update your calendars, send emails, and keep your business records current automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Microsoft Office 365
    Calendar event is about to start in Microsoft Office 365
  • Microsoft Office 365
    Calendar event is ended in Microsoft Office 365
  • Microsoft Office 365
    Email is received in Microsoft Office 365
  • Microsoft Office 365
    Email is created in Microsoft Office 365
  • Microsoft Office 365
    Calendar event is created in Microsoft Office 365
  • Microsoft Office 365
    Calendar event is started in Microsoft Office 365
  • Microsoft Office 365
    Calendar event is updated in Microsoft Office 365
  • Microsoft Office 365
    Contact is created in Microsoft Office 365
  • Microsoft Office 365
    Contact is updated in Microsoft Office 365
  • 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
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2.
  • Microsoft Office 365
    Retrieve Message Attachment in Microsoft Office 365
  • Microsoft Office 365
    Retrieve Event Attachment in Microsoft Office 365
  • Microsoft Office 365
    Send email in Microsoft Office 365
  • Microsoft Office 365
    Create draft email in Microsoft Office 365
  • Microsoft Office 365
    Create event in Microsoft Office 365
  • Microsoft Office 365
    Create contact in Microsoft Office 365
  • Microsoft Office 365
    Update contact in Microsoft Office 365
  • Microsoft Office 365
    Search contact in Microsoft Office 365
  • Jobber
    Get invoice notes in Jobber
  • Jobber
    Create job in Jobber
  • Jobber
    Create request in Jobber
  • Jobber
    Get client notes in Jobber
  • Jobber
    Get request notes in Jobber
  • Jobber
    Add attachment to request 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
    Search property in Jobber
  • Jobber
    Create client in Jobber
  • Jobber
    Search client in Jobber

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Ready Workflows Ready Workflows for Jobber + Microsoft Office 365 Integration

Capture new clients, create Microsoft Office 365 contacts, update calendar events, send follow-up emails, and keep your records synced, all in just one click.

Most popular automationsmost-popular-automations
Jobber + Microsoft Office 365 Integration

Send Microsoft Office 365 message for new Jobber event

One of the most important aspects of event planning is effective communication. If you're not communicating with your attendees, they may not have all the information they need to participate in your event.

That's why it's important to automatically send a message via Microsoft Office 365 for every new event booked in Jobber. This way, you can be sure that everyone is on the same page and that no one is left in the dark.

This simple communication strategy using the {{trigger.SchedulingAndBooking} - Microsoft Office 365 integraton will go a long way in making your event a success.
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Connect more apps to your Jobber + Microsoft Office 365 flow

Send details to CRMs, sync accounting records, notify your team, and trigger follow-up communications once your core automation runs. Pick a combination and activate it in one click.

Microsoft Office 365
Jobber
+
QuickBooks OnlineQuickBooks Online (4)
+
MailchimpMailchimp (4)
+
SlackSlack (4)
+
Google DriveGoogle Drive (4)
+
StripeStripe (4)
+
TwilioTwilio (4)
J
M
Q
Create a QuickBooks Online customer for every new Jobber client, and update Microsoft Office 365 contacts
New Jobber clients appear in QuickBooks Online and Microsoft Office 365 immediately, keeping your billing and communication records synchronized.
J
M
Q
When an invoice is created in Jobber, send an email in Microsoft Office 365 and create an invoice in QuickBooks Online
Invoices generated in Jobber automatically trigger a QuickBooks Online invoice and an email notification via Microsoft Office 365.
J
M
Q
When a Jobber job is completed, update the Microsoft Office 365 contact and update the QuickBooks Online customer
Completed jobs trigger immediate record updates in Microsoft Office 365 and QuickBooks Online to keep account statuses current.
J
M
Q
Create a QuickBooks Online estimate for every Jobber quote, and log the event in Microsoft Office 365
Jobber quotes automatically create estimates in QuickBooks Online and schedule calendar entries in Microsoft Office 365.

Supported triggers and actions for Microsoft Office 365 and Jobber

Mix and match to build the exact automation you need

Microsoft Office 365
Microsoft Office 365 Triggers & Actions
Calendar event is about to start in Microsoft Office 365
Triggers the automation when event is about to start
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Calendar event is ended in Microsoft Office 365
Triggers the automation when a new event is ended in a calendar
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Email is received in Microsoft Office 365
Triggers the automation when an email is received
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Email is created in Microsoft Office 365
Triggers the automation when a new email is created
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Calendar event is created in Microsoft Office 365
Triggers the automation when a new event is created in a calendar
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Calendar event is started in Microsoft Office 365
Triggers the automation when a new event is created in a calendar
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Calendar event is updated in Microsoft Office 365
Triggers the automation when a calendar event is updated
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Contact is created in Microsoft Office 365
Triggers the automation when a new contact is created
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Contact is updated in Microsoft Office 365
Triggers the automation when a contact is updated
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Retrieve Message Attachment in Microsoft Office 365
Retrieves an attachment from a message by its ID.
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Retrieve Event Attachment in Microsoft Office 365
Retrieves an attachment from an event by its ID.
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Send email in Microsoft Office 365
Sends an email to a recipient
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Create draft email in Microsoft Office 365
Adds a new contact to the contact list
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Create event in Microsoft Office 365
Adds a new contact to the contact list
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Create contact in Microsoft Office 365
Adds a new contact to the database
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Update contact in Microsoft Office 365
Updates contact information with new details
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Search contact in Microsoft Office 365
Finds and retrieves contact information
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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 invoice notes 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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Get request notes in Jobber
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Add attachment to request 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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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
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What can you automate with Jobber + Microsoft Office 365?

Streamline your field service operations and office communications with reliable automated workflows.

What you can automate?
🔄
Sync new clients instantly across platforms
Automatically create a Microsoft Office 365 contact the moment a new client is created in Jobber. Eliminate manual data entry and keep your address books perfectly aligned.
📋
Capture every service request detail
Transfer complete request details from Jobber into your Microsoft Office 365 records without missing custom fields or notes. Ensure your team has full context for every job.
📧
Send automated email communications
Trigger personalized emails in Microsoft Office 365 whenever a quote is created or an invoice is updated in Jobber. Keep clients informed at every stage of service.
🔀
Route workflows based on job status
Execute different actions depending on whether a Jobber job is completed, closed, or updated. Direct specific updates to the right team members automatically.
📅
Manage calendar events dynamically
Create and update Microsoft Office 365 calendar events automatically whenever visits or quotes are scheduled in Jobber. Keep schedules current across your entire team.
🔍
Prevent duplicate contact records
Search existing contacts before creating new entries in Microsoft Office 365 when client details change in Jobber. Maintain clean and accurate databases.
💰
Handle invoice and payment updates
Keep financial records synchronized by triggering Microsoft Office 365 notifications whenever Jobber invoices are created or modified. Track billing progress effortlessly.
🔗
Extend flows to connected third-party apps
Connect your Jobber and Microsoft Office 365 workflow to QuickBooks Online, Slack, or Mailchimp to handle accounting, messaging, and marketing in a single automated pipeline.
And much more...

Who is Jobber + Microsoft Office 365 integration for?

Connecting Jobber and Microsoft Office 365 eliminates manual data entry between field service management and business communication tools for growing teams.

Operations Managers
Operations Managers
Field Service Dispatchers
Field Service Dispatchers
Client Success Leads
Client Success Leads
Billing Coordinators
Billing Coordinators
Service Technicians
Service Technicians
Compliance Auditors
Compliance Auditors
📈
Operations Managers
You review service metrics and field reports every week, but your operational numbers are always stale because records are entered manually — with this integration, every client and job update syncs instantly and your reports stay current.
Field Service Dispatchers
You need to dispatch crews and update schedules immediately when new requests arrive, but you find out too late because details sit in unread messages — with this integration, every new request triggers instant calendar updates and team alerts.
🤝
Client Success Leads
You answer to clients who want immediate progress updates on their scheduled service visits, but tracking status changes across platforms takes too long — with this integration, every job milestone updates customer contacts and triggers timely communications.
📊
Billing Coordinators
The volume of daily service invoices and client records is too high for anyone to keep up by hand, leading to missed billing entries — with this integration, every invoice and payment record flows automatically between systems.
🔧
Service Technicians
You own the next step in customer fulfillment and depend on office staff to hand over job details, but handoffs get delayed — with this integration, every job creation and quote approval instantly syncs your tasks and schedules.
📁
Compliance Auditors
You need a reliable audit history of every client interaction and completed job, but you keep finding gaps in your records — with this integration, every event, quote, and invoice is logged accurately without omissions.
Our team

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Why choose Integrately to automate Microsoft Office 365 + Jobber

Build and manage your Microsoft Office 365 + 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 Microsoft Office 365 + 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?

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Frequently Asked Questions

How do I connect Jobber to Microsoft Office 365?
Frequently Asked Questions
You can connect Jobber to Microsoft Office 365 using 1-click automations on Integrately. Choose from pre-built templates or ask Integrately AI to build your exact workflow. You can also integrate apps like Slack, QuickBooks Online, and Mailchimp in minutes.
Can I automatically sync new Jobber clients to Microsoft Office 365 contacts?
Frequently Asked Questions
Can I connect Jobber, Microsoft Office 365, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Jobber and Microsoft Office 365?
Frequently Asked Questions
How do Jobber triggers initiate Microsoft Office 365 actions?
Frequently Asked Questions
Can Microsoft Office 365 events trigger updates in Jobber?
Frequently Asked Questions
Do I need coding skills to automate Jobber and Microsoft Office 365?
Frequently Asked Questions
Is the Jobber and Microsoft Office 365 integration free?
Frequently Asked Questions
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You Can Also Connect Jobber or Microsoft Office 365 With 1500+ Other Apps

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Microsoft Office 365
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Sync Microsoft Office 365 with email, calendar, and productivity apps to keep your team connected across devices.