Productive.io + Jobber Integration

Integrate Jobber to Productive.io in one click, or tell Integrately AI how you want each job handled. Create projects, track budgets, update client records, and alert your team automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Productive.io
    Contact is created in Productive.io Instant
  • Productive.io
    Contact is updated in Productive.io Instant
  • Productive.io
    Task is created in Productive.io Instant
  • Productive.io
    Task is updated in Productive.io Instant
  • Productive.io
    Task is deleted in Productive.io Instant
  • Productive.io
    Project is created in Productive.io Instant
  • Productive.io
    Project is updated in Productive.io Instant
  • Productive.io
    Deal is created in Productive.io Instant
  • Productive.io
    Deal is updated in Productive.io Instant
  • Productive.io
    Deal is deleted in Productive.io Instant
  • Productive.io
    Booking is created in Productive.io Instant
  • Productive.io
    Booking is updated in Productive.io Instant
  • Productive.io
    Booking is deleted in Productive.io Instant
  • Productive.io
    Budget is created in Productive.io Instant
  • Productive.io
    Budget is updated in Productive.io Instant
  • Productive.io
    Budget is deleted in Productive.io Instant
  • Productive.io
    Expense is created in Productive.io Instant
  • Productive.io
    Expense is updated in Productive.io Instant
  • Productive.io
    Expense is deleted in Productive.io Instant
  • Productive.io
    Invoice is created in Productive.io Instant
  • Productive.io
    Invoice is updated in Productive.io Instant
  • Jobber
    Job is completed in Jobber
  • 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 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.
  • Productive.io
    Update Contact in Productive.io
  • Productive.io
    Update task in Productive.io
  • Productive.io
    Search task by title in Productive.io
  • Productive.io
    Create task in Productive.io
  • Productive.io
    Create company in Productive.io
  • Productive.io
    Search company in Productive.io
  • Productive.io
    Create contact in Productive.io
  • Productive.io
    Search contact in Productive.io
  • Productive.io
    Create booking in Productive.io
  • Productive.io
    Create task list in Productive.io
  • Productive.io
    Upload attachment in Productive.io
  • Jobber
    Create client in Jobber
  • Jobber
    Search property 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
    Get request notes 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
    Search client in Jobber

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Ready Workflows Ready Workflows for Jobber + Productive.io Integration

Capture jobs, create projects, track budgets, update client records, and alert your team, all in just one click.

Most popular automationmost-popular-automations
Jobber + Productive.io Integration

Create Productive.io task for new Jobber event

Every time a new Jobber event is created, this Jobber - Productive.io integration will generate a corresponding task in Productive.io 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 Productive.io 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
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Connect more apps to your Jobber + Productive.io flow

Connect your field service management and agency operations to finance, messaging, and CRM tools. Pick a combination and activate it in one click.

Productive.io
Jobber
+
QuickBooks OnlineQuickBooks Online (4)
+
SlackSlack (4)
+
GmailGmail (4)
+
Google CalendarGoogle Calendar (4)
+
StripeStripe (4)
+
HubSpotHubSpot (4)
J
Q
P
Create a QuickBooks Online invoice for every new Jobber job, and log the budget in Productive.io.
New Jobber jobs generate matching invoices in QuickBooks Online and update budgets in Productive.io instantly.
J
Q
P
When a Jobber invoice is updated, update the QuickBooks Online invoice and refresh the Productive.io budget.
Invoice updates in Jobber immediately reflect in QuickBooks Online and Productive.io without manual reconciliation.
J
Q
P
Create a QuickBooks Online customer for every new Jobber client, and add a company profile in Productive.io.
New Jobber clients automatically establish customer records in QuickBooks Online and company profiles in Productive.io.
J
Q
P
When a Jobber job is closed, create a QuickBooks Online sales receipt and update the Productive.io project.
Closed Jobber jobs finalize accounting in QuickBooks Online and update project status in Productive.io automatically.

Supported triggers and actions for Productive.io and Jobber

Mix and match to build the exact automation you need

Productive.io
Productive.io Triggers & Actions
Instant
Contact is created in Productive.io
Triggers the automation when a new contact is created
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Instant
Contact is updated in Productive.io
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Instant
Task is created in Productive.io
Triggers the automation when a new task is created
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Instant
Task is updated in Productive.io
Triggers the automation when any task is updated
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Instant
Task is deleted in Productive.io
Triggers the automation when a task is deleted
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Instant
Project is created in Productive.io
Triggers the automation when a new project is created
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Instant
Project is updated in Productive.io
Triggers the automation when a project is updated
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Instant
Deal is created in Productive.io
Triggers the automation when a deal is created
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Instant
Deal is updated in Productive.io
Triggers the automation when a deal is updated
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Instant
Deal is deleted in Productive.io
Triggers the automation when a deal is deleted
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Instant
Booking is created in Productive.io
Triggers the automation when a new booking is created
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Instant
Booking is updated in Productive.io
Triggers the automation when a booking is updated
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Instant
Booking is deleted in Productive.io
Triggers the automation when a booking is deleted
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Instant
Budget is created in Productive.io
Triggers the automation when a budget is created
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Instant
Budget is updated in Productive.io
Triggers the automation when the budget is updated
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Instant
Budget is deleted in Productive.io
Triggers the automation when a budget is deleted
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Instant
Expense is created in Productive.io
Triggers the automation when a new expense is added
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Instant
Expense is updated in Productive.io
Triggers the automation when an expense is modified
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Instant
Expense is deleted in Productive.io
Triggers the automation when any expense is deleted
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Instant
Invoice is created in Productive.io
Triggers the automation when any invoice is added or modified
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Instant
Invoice is updated in Productive.io
Triggers the automation when an invoice is updated
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Update Contact in Productive.io
Updates the contact details
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Update task in Productive.io
Updates the task details
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Search task by title in Productive.io
Retrieves tasks based on the specified search criteria
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Create task in Productive.io
Creates a new task
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Create company in Productive.io
Generates a new company profile with given details
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Search company in Productive.io
Finds information about a company
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Create contact in Productive.io
Adds a new contact to the database
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Search contact in Productive.io
Finds and retrieves contact information
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Create booking in Productive.io
Schedule and confirm a booking request
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Create task list in Productive.io
Creates a new task list
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Upload attachment in Productive.io
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Jobber
Jobber Triggers & Actions
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 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 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
Try it →
Invoice is created in Jobber
Triggers the automation when any invoice is added or modified
Try it →
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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Create client in Jobber
Generates a new client profile
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Search property in Jobber
Searches for a property
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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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Get request notes in Jobber
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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
Try it →
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 client in Jobber
Searches for a client
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What can you automate with Jobber + Productive.io?

Streamline your field service management and agency operations with powerful, automated workflows.

What you can automate?
Create Productive.io projects from new Jobber jobs
Automatically initialize a new project in Productive.io the moment a job is created in Jobber. Eliminate manual copying and start tracking your work instantly.
📋
Capture every submitted client field and detail
Map all available client notes, request details, and custom fields from Jobber directly into Productive.io tasks and company profiles without losing information.
🔔
Alert your team instantly when quotes are approved
Send notifications to your team and create corresponding budgets in Productive.io as soon as a quote approval is recorded in Jobber.
🔀
Route tasks based on job status and priority
Trigger different project creation rules in Productive.io depending on whether a Jobber job is marked urgent, standard, or enterprise tier.
🔄
Keep project records up to date as jobs change
Synchronize quote updates, invoice revisions, and client modifications from Jobber directly into your active Productive.io budgets and tasks.
🔍
Search and update existing client records
Check for existing company profiles in Productive.io before creating new entries, preventing duplicate records when Jobber client info is updated.
Handle later status changes like job completion
Automatically close out tasks in Productive.io and update financial records the moment a job is marked completed or closed in Jobber.
🔌
Extend your workflow to Slack and Gmail
Connect your Jobber and Productive.io core automation with Slack channels or Gmail to notify stakeholders and send client follow-ups automatically.
And much more...

Who is Jobber + Productive.io integration for?

Operations managers, project planners, and finance teams connect Jobber and Productive.io to eliminate manual data entry and keep agency workflows aligned.

Operations Directors
Operations Directors
Service Managers
Service Managers
Client Success Leads
Client Success Leads
Agency Owners
Agency Owners
Project Coordinators
Project Coordinators
Finance Administrators
Finance Administrators
📈
Operations Directors
You're managing field schedules in Jobber while tracking agency billables in Productive.io, but manual status updates lag behind actual progress, so your financial reports are always out of date — with this integration, every completed job updates your project budgets instantly and your numbers stay current.
Service Managers
You need to dispatch field teams in Jobber and set up project tasks in Productive.io the moment a request arrives, but waiting for manual handoffs delays your response times — automating both apps means every new request creates tasks instantly and your team acts without delay.
🤝
Client Success Leads
You answer client inquiries about project timelines while data sits scattered across Jobber and Productive.io, leading to conflicting answers and frustrated clients — this integration means client profiles and project milestones stay synchronized across both platforms.
📊
Agency Owners
The high volume of daily Jobber jobs makes manual data entry into Productive.io impossible to maintain without errors, leaving gaps in your profitability tracking — connecting these apps means every transaction flows automatically and your profitability analytics are always accurate.
🔧
Project Coordinators
You own project execution in Productive.io and depend on field staff to log details in Jobber, but missing handoffs stall your planning — automating both apps means every job update flows straight into your task boards the second it happens.
📑
Finance Administrators
You maintain financial histories for invoicing and budgeting, but manual record-keeping between Jobber and Productive.io leaves persistent audit gaps — this integration means every invoice and budget update is recorded reliably with zero missing entries.
Our team

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Why choose Integrately to automate Productive.io + Jobber

Build and manage your Productive.io + 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 Productive.io + 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?

1
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2
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 Productive.io?
Frequently Asked Questions
You can connect Jobber to Productive.io instantly using 1-click ready workflows on Integrately. Choose from pre-built templates or ask Integrately AI to build custom multi-step automations connecting Jobber and Productive.io with apps like Slack, QuickBooks Online, and Gmail.
Can I automatically create Productive.io projects from new Jobber jobs?
Frequently Asked Questions
Can I connect Jobber, Productive.io, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Jobber and Productive.io?
Frequently Asked Questions
How does Jobber handle client updates in this integration?
Frequently Asked Questions
Can Productive.io budgets update when Jobber quotes change?
Frequently Asked Questions
Do I need coding skills to automate Jobber and Productive.io?
Frequently Asked Questions
Is the Jobber and Productive.io integration free?
Frequently Asked Questions
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Sync Productive.io with project management, accounting, and reporting tools to keep agency profitability on track.