Jobber + Nutshell Integration

Integrate Jobber to Nutshell in one click, or tell Integrately AI how you want each job handled. Capture leads, update your CRM, alert your team, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • 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
    Client is created 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
  • Nutshell
    Person is created in Nutshell Instant
  • Nutshell
    Activity is created in Nutshell Instant
  • Nutshell
    Lead is created in Nutshell Instant
  • Nutshell
    Lead is won in Nutshell Instant
  • Nutshell
    Company is created in Nutshell Instant
Arrow Right
2.
  • Jobber
    Get quote notes in Jobber
  • Jobber
    Create request in Jobber
  • Jobber
    Get client notes in Jobber
  • Jobber
    Get request notes in Jobber
  • Jobber
    Get invoice 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 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
  • Nutshell
    Create person in Nutshell
  • Nutshell
    Search person in Nutshell
  • Nutshell
    Create lead in Nutshell
  • Nutshell
    Update lead in Nutshell
  • Nutshell
    Search lead in Nutshell
  • Nutshell
    Create company in Nutshell
  • Nutshell
    Search account in Nutshell
  • Nutshell
    Get contact by ID in Nutshell

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Ready Workflows Ready Workflows for Jobber + Nutshell Integration

Capture leads, organise customer details, keep your CRM updated, alert your team, and send follow-ups, all in just one click.

Most popular automationmost-popular-automations
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Got a different task in mind? Describe it

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Connect more apps to your Jobber + Nutshell flow

Sync client details to messaging platforms, email tools, and accounting software after your core automation finishes. Pick a combination and activate it in one click.

Jobber
Nutshell
+
GmailGmail (5)
+
MailchimpMailchimp (4)
+
QuickBooks OnlineQuickBooks Online (4)
+
SlackSlack (4)
+
CalendlyCalendly (4)
+
StripeStripe (4)
J
G
N
Send a confirmation email in Gmail when a Jobber job is created and create a lead in Nutshell.
New Jobber jobs trigger a confirmation email in Gmail while automatically creating a matching lead in Nutshell without manual entry.
N
J
G
Send a Gmail notification to your team when a Nutshell lead is won and create a job in Jobber.
Won Nutshell leads trigger a Gmail notification for your operations team and immediately create a new job in Jobber.
J
G
N
When a Jobber invoice is updated, send a follow-up email via Gmail and update the lead in Nutshell.
Updated Jobber invoices trigger client follow-up emails in Gmail and update the corresponding lead status in Nutshell.
J
G
N
When a Jobber client is updated, send an account summary in Gmail and update the person in Nutshell.
Updated client records in Jobber trigger an account summary email in Gmail and update the matching person in Nutshell.
J
C
G
N
Use Claude to summarize every new Jobber client note, send the summary via Gmail, and create a person in Nutshell.
Claude summarizes new Jobber client notes before sending the brief via Gmail and creating a person record in Nutshell.

Supported triggers and actions for Jobber and Nutshell

Mix and match to build the exact automation you need

Jobber
Jobber Triggers & Actions
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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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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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 quote notes in Jobber
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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
Try it →
Get invoice 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 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
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Nutshell
Nutshell Triggers & Actions
Instant
Person is created in Nutshell
Triggers the automation when a new person is created
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Instant
Activity is created in Nutshell
Triggers the automation when a new activity is created
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Instant
Lead is created in Nutshell
Triggers the automation when a new lead is created
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Instant
Lead is won in Nutshell
Triggers the automation when a lead is marked as won
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Instant
Company is created in Nutshell
Triggers the automation when a new company is created
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Create person in Nutshell
Generates a new person
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Search person in Nutshell
Retrieves information about a person
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Create lead in Nutshell
Generates new leads for potential customers
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Update lead in Nutshell
Updates the lead information
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Search lead in Nutshell
Retrieves information for a particular lead
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Create company in Nutshell
Generates a new company profile with given details
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Search account in Nutshell
Searches for account information
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Get contact by ID in Nutshell
Retrieves a contact's information based on their id
Try it →

What can you automate with Jobber + Nutshell?

Streamline your field operations and CRM updates by connecting every job, client, and lead automatically.

What you can automate?
🔄
Sync jobs and CRM leads automatically
Turn every new Jobber job into a tracked lead in Nutshell the moment work is scheduled. Eliminate manual data entry and keep your sales pipeline updated in real time.
📋
Capture every submitted client field
Map detailed client profiles, contact numbers, and property notes from Jobber straight into your Nutshell records. Your CRM database becomes a complete resource for follow-up.
🔔
Alert your team the instant work starts
Notify your staff in Slack or via email whenever a new job is created or a lead is won. Keep operations and sales teams coordinated without manual pings.
🔀
Route records based on submitted criteria
Trigger different follow-up actions depending on the specific service type or quote amount submitted in Jobber. Send high-value requests to senior team members automatically.
📝
Keep client records updated as work changes
Whenever a client or invoice is updated in Jobber, automatically sync the changes to your Nutshell records. Prevent outdated contact information from causing communication errors.
🔍
Add or update records without duplicates
Search existing database records before creating new entries to prevent duplicate profiles. Maintain clean, reliable customer histories across both platforms.
Handle status updates from job completion to payment
When a job is completed or an invoice is paid, automatically update your CRM lead status to won. Close out administrative workflows without manual clicks.
🔌
Extend your workflow to messaging and email apps
Connect Gmail, Slack, or Mailchimp to your Jobber and Nutshell core flow for multi-step team notifications and automated client communications.
And much more...

Who is Jobber + Nutshell integration for?

Field service teams, sales representatives, and operations managers depend on accurate scheduling and customer tracking to keep work moving without manual data entry errors.

Operations Managers
Operations Managers
Field Dispatchers
Field Dispatchers
Client Service Coordinators
Client Service Coordinators
High-Volume Business Owners
High-Volume Business Owners
Project Managers
Project Managers
Finance Leads
Finance Leads
📈
Operations Managers
You review field service metrics and pipeline reports every week, but your CRM data only updates when someone manually exports client records, so your operational forecasts are always outdated — automating both apps means every new job and lead syncs instantly and your dashboards stay current.
Field Dispatchers
You need to dispatch field technicians the moment a sales prospect signs an agreement, but manual handoffs mean your team finds out hours later when schedules are already packed — this integration means every won CRM deal creates a job in your field app immediately so your crew can mobilize without delay.
🤝
Client Service Coordinators
You answer to clients asking about project updates and invoice statuses, but disjointed software makes it hard to verify what stage work has reached — connecting these apps means client records and billing milestones update across your entire stack so you can provide accurate answers on every call.
📦
High-Volume Business Owners
Your team processes dozens of client requests and service bookings daily, making manual data entry between scheduling tools and your CRM prone to costly human errors — automating both apps means every request and client profile transfers without manual effort so nothing slips through the cracks.
📋
Project Managers
You own the project execution phase and depend on sales reps to hand over complete client details before work begins, but missing notes cause frustrating delays — this integration means every sales milestone automatically populates your project queue with complete documentation from day one.
💼
Finance Leads
You rely on accurate billing histories to reconcile field service revenue, but scattered invoices and disconnected customer records leave frustrating gaps in your audit trail — automating both apps means financial records and CRM profiles match perfectly across every transaction.
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 + Nutshell

Build and manage your Jobber + Nutshell 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 + Nutshell 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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Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Jobber to Nutshell?
Frequently Asked Questions
You can connect Jobber to Nutshell in 1 click using ready workflows on Integrately, or use Integrately AI to build your exact automation with Gmail, Slack, and other apps.
Can I automatically create a Nutshell lead when a Jobber job is created?
Frequently Asked Questions
Can I connect Jobber, Nutshell, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Jobber and Nutshell?
Frequently Asked Questions
How does Jobber handle client updates in this integration?
Frequently Asked Questions
Can Nutshell lead updates trigger actions in Jobber?
Frequently Asked Questions
Do I need coding skills to automate Jobber and Nutshell?
Frequently Asked Questions
Is the Jobber and Nutshell integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
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You Can Also Connect Jobber or Nutshell With 1500+ Other Apps

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Nutshell
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Sync Nutshell with sales, email, and reporting platforms to keep your customer pipeline growing.
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