Jobber + Platform.ly Integration

Integrate Jobber to Platform.ly in one click, or tell Integrately AI how you want each client handled. Create contacts, add tags, update records, and keep your marketing data aligned automatically.

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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
  • Platform.ly
    Contact is created in Platform.ly
  • Platform.ly
    Tag is created in Platform.ly
  • Platform.ly
    Custom field is created in Platform.ly
  • Platform.ly
    Segment is created in Platform.ly
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2.
  • Jobber
    Get quote notes in Jobber
  • Jobber
    Get client notes in Jobber
  • Jobber
    Get request notes in Jobber
  • Jobber
    Get invoice notes in Jobber
  • Jobber
    Create job 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 request in Jobber
  • Jobber
    Add attachment to request in Jobber
  • Jobber
    Search property in Jobber
  • Jobber
    Create client in Jobber
  • Jobber
    Search client in Jobber
  • Platform.ly
    Create Contact in Platform.ly
  • Platform.ly
    Update Contact in Platform.ly
  • Platform.ly
    Add tag to a contact in Platform.ly
  • Platform.ly
    Search contact in Platform.ly
  • Platform.ly
    Add note to contact in Platform.ly
  • Platform.ly
    Remove tag from contact in Platform.ly
  • Platform.ly
    Remove all tags from contact in Platform.ly
  • Platform.ly
    Add segment to contact in Platform.ly
  • Platform.ly
    Remove segment from contact in Platform.ly
  • Platform.ly
    Remove all segments from contact in Platform.ly

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Ready Workflows Ready Workflows for Jobber + Platform.ly Integration

Create contacts from new clients, sync job details, update tags, and trigger marketing flows, all in just one click.

Most popular automationmost-popular-automations
Jobber + Platform.ly Integration

Create Platform.ly contact for new Jobber event

To best take advantage of every new Jobber event, it is essential to have a strong marketing campaign in Platform.ly 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 Platform.ly contact list, businesses can maximize their chances of success with Jobber event.
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Connect more apps to your Jobber + Platform.ly flow

Sync client information with finance, marketing, and communication tools to keep your entire business aligned. Pick a combination and activate it in one click.

Jobber
Platform.ly
+
QuickBooks OnlineQuickBooks Online (3)
+
MailchimpMailchimp (2)
+
StripeStripe (2)
+
Google SheetsGoogle Sheets (2)
+
GmailGmail (2)
+
TwilioTwilio (2)
J
P
Q
When a new client is created in Jobber, create a contact in Platform.ly and create a customer in QuickBooks Online.
New Jobber clients instantly appear in Platform.ly as contacts and in QuickBooks Online as customers, eliminating manual data entry.
J
P
Q
When an invoice is created in Jobber, update the Platform.ly contact and create an invoice in QuickBooks Online.
Invoice creation in Jobber updates your marketing contact in Platform.ly and generates a matching invoice in QuickBooks Online instantly.
J
P
Q
When a job is completed in Jobber, add a tag in Platform.ly and create a sales receipt in QuickBooks Online.
Completed jobs trigger Platform.ly tagging and generate QuickBooks Online sales receipts automatically for seamless bookkeeping.

Supported triggers and actions for Jobber and Platform.ly

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 quote notes in Jobber
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Get client notes in Jobber
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Get request notes in Jobber
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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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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 request in Jobber
Generates a new request
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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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Platform.ly
Platform.ly Triggers & Actions
Contact is created in Platform.ly
Triggers the automation when a new contact is created
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Tag is created in Platform.ly
Triggers the automation when a tag is added
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Custom field is created in Platform.ly
Triggers the automation when a new custom field is created
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Segment is created in Platform.ly
Triggers the automation when a segment is created
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Create Contact in Platform.ly
Adds a new contact to the database
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Update Contact in Platform.ly
Updates contact information with new details
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Add tag to a contact in Platform.ly
Adds a tag to a contact
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Search contact in Platform.ly
Finds and retrieves contact information
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Add note to contact in Platform.ly
Adds notes to a contact's profile
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Remove tag from contact in Platform.ly
Untag the contact
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Remove all tags from contact in Platform.ly
Removes all tags from a contact
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Add segment to contact in Platform.ly
Categorize contacts into segments based on predefined criteria
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Remove segment from contact in Platform.ly
Removes a segment from a contact
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Remove all segments from contact in Platform.ly
Removes all segments from a contact
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What can you automate with Jobber + Platform.ly?

Streamline your field service operations and marketing workflows with reliable automated actions.

What you can automate?
🔄
Sync new clients instantly to your marketing platform
Whenever a new client is created in Jobber, automatically generate a corresponding contact in Platform.ly. Keep your marketing database up to date without manual exporting.
📝
Capture complete job and request details
Map submitted requests, quotes, and job parameters from Jobber directly into custom fields and contact notes in Platform.ly for detailed segmentation.
🔔
Notify teams when job milestones occur
Trigger instant updates and messages the moment a job is completed or an invoice is updated, keeping your entire staff informed of progress.
🔀
Route contacts based on specific client criteria
Apply different tags or segments in Platform.ly depending on whether a Jobber quote is approved or updated, tailoring your marketing outreach.
✏️
Keep contact records updated as data changes
Automatically update Platform.ly contact information whenever client details or service notes are modified in Jobber, preventing outdated records.
🔍
Prevent duplicates with smart search operations
Search for existing clients in Platform.ly before creating new entries, ensuring your marketing lists remain clean and organized.
💳
Handle billing and invoice status updates
Track when invoices are updated or closed in Jobber to trigger appropriate marketing tags and follow-up communication sequences.
📊
Extend your workflow to accounting and sheets
Connect Jobber and Platform.ly with tools like QuickBooks Online or Google Sheets to log financial transactions and operational metrics automatically.
And much more...

Who is Jobber + Platform.ly integration for?

Operations managers, marketers, and business owners streamline field service data and marketing engagement effortlessly.

Performance marketers
Performance marketers
Field service managers
Field service managers
Client success leads
Client success leads
Operations coordinators
Operations coordinators
Sales representatives
Sales representatives
Finance specialists
Finance specialists
📈
Performance marketers
You're running marketing campaigns across multiple channels but your CRM data only updates when someone manually exports client records, so the metrics you're optimising against are always outdated — this integration means every new client lands in Platform.ly instantly and your data stays current.
⚡
Field service managers
You need to act fast when new jobs and requests come in, but administrative delays leave you scrambling to update customer lists — with this integration, every job event triggers instant contact updates so your team never misses a beat.
📊
Client success leads
You answer to stakeholders who want to see real-time progress on client onboarding and service delivery, but fragmented tools hide the complete picture — automating both apps means client profiles and interaction histories stay perfectly synchronized.
🔄
Operations coordinators
The volume of daily client creations and invoice updates is too high for anyone to keep up by hand, leading to costly data entry mistakes — connecting these apps means repetitive administrative tasks run automatically in the background.
🤝
Sales representatives
You own the follow-up stage and depend on field teams to hand over new client details before you can reach out, causing valuable delays — this integration means lead handoffs happen instantly the moment a request is created in Jobber.
📁
Finance specialists
You need a reliable history of every transaction and client interaction, but manual record-keeping keeps leaving gaps in your database — automating both apps means every invoice, quote, and client update is logged accurately without exception.
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Why choose Integrately to automate Jobber + Platform.ly

Build and manage your Jobber + Platform.ly 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 + Platform.ly 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.
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How Integrately Works?

1
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2
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 Platform.ly?
Frequently Asked Questions
You can connect Jobber to Platform.ly in 1 click using ready workflows on Integrately, or use Integrately AI to build custom automations alongside apps like QuickBooks Online, Mailchimp, and Stripe.
Can I automatically sync new Jobber clients to Platform.ly contacts?
Frequently Asked Questions
Can I connect Jobber, Platform.ly, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Jobber and Platform.ly?
Frequently Asked Questions
How does Jobber handle client data updates in this integration?
Frequently Asked Questions
Can Platform.ly trigger actions when Jobber jobs are completed?
Frequently Asked Questions
Do I need coding skills to automate Jobber and Platform.ly?
Frequently Asked Questions
Is the Jobber and Platform.ly integration free?
Frequently Asked Questions
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You Can Also Connect Jobber or Platform.ly With 1500+ Other Apps

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