Jobber + Sharepoint Integration

Integrate Jobber to Sharepoint in one click, or tell Integrately AI how you want each client handled. Organise customer documents, create folders, upload client files, and keep your records structured automatically.

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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
    Job is updated in Jobber
  • Jobber
    Quote is updated in Jobber
  • Jobber
    Job is created in Jobber
  • Jobber
    Client is created in Jobber
  • Jobber
    Invoice is created in Jobber
  • Jobber
    Quote approval is created in Jobber
  • Jobber
    Quote is created in Jobber
  • Sharepoint
    File is created in folder in Sharepoint
  • Sharepoint
    Folder is created in Sharepoint
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2.

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Ready WorkflowsReady Workflows   for Jobber + Sharepoint Integration

Create folders, upload client documents, organise customer files, update lists, and track job paperwork, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your Jobber + Sharepoint flow

Teams often need to notify technicians, email clients, and log billing records once documents are saved. Pick a combination and activate it in one click.

Jobber
Sharepoint
+
QuickBooks OnlineQuickBooks Online (4)
+
GmailGmail (3)
+
Google CalendarGoogle Calendar (3)
+
SlackSlack (3)
+
StripeStripe (3)
+
TwilioTwilio (3)
J
S
Q
When a new job is created in Jobber, upload the file in Sharepoint, and create an invoice in QuickBooks Online.
New Jobber jobs trigger Sharepoint document uploads and QuickBooks Online invoices instantly, removing manual data entry.
J
S
Q
When a client is updated in Jobber, create a folder in Sharepoint, and update the customer in QuickBooks Online.
Client updates in Jobber instantly refresh customer folders in Sharepoint and update contact details in QuickBooks Online.
J
S
Q
When a quote is created in Jobber, create a list item in Sharepoint, and create an estimate in QuickBooks Online.
New Jobber quotes log items in Sharepoint lists and create estimates in QuickBooks Online without manual re-keying.
J
S
Q
Use ChatGPT to summarise new Jobber quote notes, upload the summary file in Sharepoint, and create an invoice in QuickBooks Online.
ChatGPT transforms Jobber quote notes into uploaded Sharepoint summaries and triggers QuickBooks Online billing.

Supported triggers and actions for Jobber and Sharepoint

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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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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Client is created in Jobber
Triggers the automation when a new client 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 request in Jobber
Generates a new request
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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 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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Search client in Jobber
Searches for a client
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Sharepoint
Sharepoint Triggers & Actions
File is created in folder in Sharepoint
Triggers the automation when a particular action in the workflow fails
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Folder is created in Sharepoint
Triggers the automation when a new folder is created
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Create list in Sharepoint
Generates a new list
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Create list item in Sharepoint
Adds a new item to a list
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Search site in Sharepoint
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Create folder in Sharepoint
Creates a new folder in the designated location
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Search folder by name in Sharepoint
Searches for a folder by its name
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Upload file in Sharepoint
Uploads a file to the particular location
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Search file by name in Sharepoint
Find files based on their names
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Download file in Sharepoint
Download files to a location
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Create a shareable link of the File/Folder in Sharepoint
Generates a shareable link for a file/folder
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What can you automate with Jobber + Sharepoint?

Streamline your field service document workflows by connecting Jobber events directly to your Sharepoint file management.

What you can automate?
📁
Create Sharepoint folders from new Jobber clients
Automatically set up a dedicated folder in Sharepoint the moment a client is created in Jobber. Keep all customer paperwork structured from day one.
📄
Capture every submitted request detail
Map all available request information and notes from Jobber into secure Sharepoint document files instead of leaving notes trapped in your app.
🔔
Notify team channels instantly
Alert your dispatchers and office staff in Slack or via email as soon as new Jobber files are uploaded into your Sharepoint repository.
🔀
Route files based on job type
Send residential job documents to one Sharepoint folder and commercial job documents to another based on submitted criteria in Jobber.
🔄
Keep Sharepoint records updated on changes
Modify existing Sharepoint folders and update files automatically whenever an invoice or job is revised in Jobber.
🔍
Search and update existing client folders
Lookup existing client folders by name in Sharepoint before uploading new attachments to prevent duplicate folder creation.
Archive files upon job completion
Trigger document uploads and move project files to archived Sharepoint directories the moment a job is marked completed in Jobber.
Extend workflows to QuickBooks Online
Connect Jobber and Sharepoint to QuickBooks Online so every completed job creates an invoice alongside your stored document files.
And much more...

Who is Jobber + Sharepoint integration for?

Field service teams, office managers, and project coordinators waste hours manually organising customer paperwork and documents across folders, but connecting these apps means automated file organisation from day one.

Operations Managers
Operations Managers
Field Dispatchers
Field Dispatchers
Account Coordinators
Account Coordinators
Administrative Staff
Administrative Staff
Service Supervisors
Service Supervisors
Compliance Auditors
Compliance Auditors
📈
Operations Managers
You review weekly job logs and document metrics to evaluate team performance, but manual file archiving means your reports are always missing recent job records — integrating these apps means every job record lands in Sharepoint instantly and your operational overview stays current.
Field Dispatchers
You need technicians to access client work orders immediately, but manual folder setup slows down document sharing when schedules change fast — connecting these apps means client folders and files update automatically the moment a job is scheduled.
🤝
Account Coordinators
You answer client inquiries about project history and invoices, but searching across disjointed systems leaves clients waiting for answers — automating both apps means all client quotes and invoices are neatly organised in Sharepoint right when clients ask.
📋
Administrative Staff
You handle hundreds of client requests and invoices every week, but manual data entry leads to misplaced documents and folder clutter — with this integration, every new client and invoice creates structured folders and files without manual dragging.
🔧
Service Supervisors
You depend on office staff to hand over job notes and visit details before field work begins, but manual handoffs cause costly delays — automating both apps means visit records and attachments arrive in Sharepoint the second they are created in Jobber.
🗂️
Compliance Auditors
You rely on complete historical records for quality and safety reviews, but manual filing creates dangerous gaps in project histories — connecting these apps means every job, quote, and invoice is archived securely in Sharepoint without missing a single entry.
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 + Sharepoint

Build and manage your Jobber + Sharepoint 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 + Sharepoint 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
Select Automation
Select a trigger from Google Sheets
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 Sharepoint?
Frequently Asked Questions
You can connect Jobber to Sharepoint easily using Integrately's 1-click Jobber and Sharepoint integration templates. Choose a ready workflow or use Integrately AI to build custom file organisation steps in minutes.
Can I automatically create Sharepoint folders when a new client is added in Jobber?
Frequently Asked Questions
Can I connect Jobber, Sharepoint, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Jobber and Sharepoint?
Frequently Asked Questions
How do Jobber triggers initiate Sharepoint file uploads?
Frequently Asked Questions
Can I search for existing client folders in Sharepoint before uploading files?
Frequently Asked Questions
Do I need coding skills to automate Jobber and Sharepoint?
Frequently Asked Questions
Is the Jobber and Sharepoint integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect Jobber or Sharepoint With 1500+ Other Apps

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Sharepoint
Popular Sharepoint Integrations
Sync Sharepoint with document editors, cloud storage, and project management tools to keep file workflows connected.