Smart Sender + Jobber Integration

Integrate Jobber to Smart Sender in one click, or tell Integrately AI how you want each job handled. Create products, tag contacts, update tags, search funnels, and track your sales journey automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Jobber
    Request is created in Jobber
  • Jobber
    Job is created in Jobber
  • Jobber
    Quote is updated in Jobber
  • Jobber
    Job is updated in Jobber
  • Jobber
    Job is completed in Jobber
  • Jobber
    Time sheet entry is created in Jobber
  • Jobber
    Client is updated in Jobber
  • Jobber
    Invoice is updated in Jobber
  • Jobber
    Job is closed 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
Arrow Right
2.
  • Smart Sender
    Create product in Smart Sender
  • Smart Sender
    Create tag in Smart Sender
  • Smart Sender
    Search tag by name in Smart Sender
  • Smart Sender
    Update tag in Smart Sender
  • Smart Sender
    Search funnel by name in Smart Sender
  • Jobber
    Close Job in Jobber
  • Jobber
    Create visit in Jobber
  • Jobber
    Update client in Jobber
  • Jobber
    Get invoice noteattechments by ID in Jobber
  • Jobber
    Create quote in Jobber
  • Jobber
    Get job notes in Jobber
  • Jobber
    Get quote notes in Jobber
  • Jobber
    Get invoice notes in Jobber
  • Jobber
    Get request notes in Jobber
  • Jobber
    Get client notes in Jobber
  • Jobber
    Create request 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

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Ready WorkflowsReady Workflows   for Smart Sender + Jobber Integration

Create products, tag contacts, update tags, search funnels, and streamline your customer interactions, 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 + Smart Sender flow

Connect scheduling, accounting, and messaging tools to extend your automation and keep your entire team aligned. Pick a combination and activate it in one click.

Smart Sender
Jobber
+
QuickBooks OnlineQuickBooks Online (8)
+
Google CalendarGoogle Calendar (8)
+
MailchimpMailchimp (8)
+
TwilioTwilio (8)
+
SlackSlack (8)
+
Google DriveGoogle Drive (8)
J
S
Q
Create a Smart Sender product for every new Jobber job, and generate an invoice in QuickBooks Online
New Jobber jobs instantly appear in Smart Sender as products while QuickBooks Online creates a corresponding invoice, eliminating manual data entry.
J
S
Q
When an invoice is created in Jobber, tag the contact in Smart Sender and record the customer in QuickBooks Online
Invoice creation in Jobber automatically updates Smart Sender tags and adds the customer in QuickBooks Online for seamless tracking.
J
S
Q
When a Jobber invoice is updated, update the Smart Sender tag and refresh the QuickBooks Online invoice
Updated Jobber invoices automatically sync changes to Smart Sender and QuickBooks Online.
J
S
Q
Create a Smart Sender product when a Jobber quote is created, and add the customer in QuickBooks Online
New Jobber quotes instantly establish products in Smart Sender and customer profiles in QuickBooks Online.
J
S
Q
If a Jobber job is completed, create a Smart Sender product and log the payment in QuickBooks Online
Completed Jobber jobs trigger Smart Sender product creation and QuickBooks Online payment recording.
J
S
Q
When a Jobber job is closed, update the Smart Sender tag and update the QuickBooks Online invoice
Closed jobs in Jobber automatically update Smart Sender tags and finalize QuickBooks Online invoices.
J
S
Q
Use ChatGPT to summarize new Jobber requests, create a Smart Sender product, and invoice in QuickBooks Online
AI summarizes Jobber requests before creating a Smart Sender product and a QuickBooks Online invoice.
J
S
Q
A
Turn every new Jobber client into a Smart Sender tag, a QuickBooks customer, and an Asana kickoff task
New Jobber clients populate Smart Sender, QuickBooks Online, and create project tasks in Asana.

Supported triggers and actions for Smart Sender and Jobber

Mix and match to build the exact automation you need

Smart Sender
Smart Sender Triggers & Actions
No trigger is available
Create product in Smart Sender
Generates and launch new products
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Create tag in Smart Sender
Generates a new tag
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Search tag by name in Smart Sender
Searches for a tag using its name
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Update tag in Smart Sender
Updates tags for particular items within a database
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Search funnel by name in Smart Sender
Searches for a funnel by name
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Jobber
Jobber Triggers & Actions
Request is created in Jobber
Triggers the automation when a new request is created
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Job is created in Jobber
Triggers the automation when a new job is created
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Quote is updated in Jobber
Triggers the automation when a new quote is update
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Job is updated in Jobber
Triggers when a job is updated
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Job is completed in Jobber
Triggers the automation when a job is marked as completed
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Time sheet entry is created in Jobber
Triggers the automation when a time entry is created
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Client is updated in Jobber
Triggers when a client is updated
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Invoice is updated in Jobber
Triggers when an invoice is updated
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Job is closed in Jobber
Triggers the automation when a job is closed
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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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Close Job in Jobber
Close a job using the Job ID
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Create visit in Jobber
Create visit using the Job ID
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Update client in Jobber
Update client profile
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Get invoice noteattechments by ID in Jobber
Try it →
Create quote in Jobber
Generates a new quote
Try it →
Get job notes in Jobber
Try it →
Get quote notes in Jobber
Try it →
Get invoice notes in Jobber
Try it →
Get request notes in Jobber
Try it →
Get client notes in Jobber
Try it →
Create request in Jobber
Generates a new request
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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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What can you automate with Jobber + Smart Sender?

Streamline your field service operations and customer interactions by automating data flow between Jobber and Smart Sender.

What you can automate?
Create Smart Sender products and tags from new Jobber jobs
Automatically generate products and tags in Smart Sender the moment a new job or quote is created in Jobber.
📝
Capture complete job descriptions and client details
Map comprehensive client information, job notes, and service descriptions directly into Smart Sender records.
🔔
Alert team members instantly on status updates
Notify relevant staff immediately when a job is completed or a client profile is updated in Jobber.
🔀
Route contacts dynamically based on job status
Apply different tags and funnels in Smart Sender depending on the specific job stage or quote approval in Jobber.
🔄
Keep destination records fully updated in real-time
Ensure existing tags and customer data in Smart Sender reflect any changes made to client accounts in Jobber.
🔍
Search and update instead of creating duplicate records
Lookup existing tags and client profiles before creating new entries to maintain a clean Smart Sender database.
🎯
Handle later job status changes and closures
Trigger automated workflows in Smart Sender when field jobs are officially closed or completed.
🔌
Extend your workflow with powerful supporting apps
Connect Jobber and Smart Sender with Slack or QuickBooks Online to notify teams and generate invoices simultaneously.
And much more...

Who is Jobber + Smart Sender integration for?

Field service providers, operations managers, and customer success teams use this integration to keep customer data aligned and streamline their sales journey.

Operations Managers
Operations Managers
Dispatch Coordinators
Dispatch Coordinators
Account Managers
Account Managers
Customer Support Teams
Customer Support Teams
Sales Representatives
Sales Representatives
Business Owners
Business Owners
📊
Operations Managers
You're tracking field jobs in Jobber but your customer records in Smart Sender only update when someone manually exports data, so your sales pipeline numbers are always a few hours behind — with this integration, every new job update lands in Smart Sender instantly and your data stays current.
🚨
Dispatch Coordinators
You need to engage clients the moment a job is completed in Jobber, but delays in updating your customer tools mean you miss the window for follow-up — with this integration, every completed job triggers immediate tagging in Smart Sender so your team can act fast.
🤝
Account Managers
Your clients expect real-time updates on their service schedule, but manually syncing records between Jobber and Smart Sender leads to communication gaps — this integration means every quote and invoice status change reflects instantly in your client interactions.
📈
Customer Support Teams
You handle dozens of service requests daily, and manual entry causes severe bottlenecks in tracking client journeys — automating both apps means every request creates organised tags and products without manual data entry.
👥
Sales Representatives
You rely on field teams to log job details before you can segment contacts in Smart Sender, but missing handoffs stall your outreach — connecting these apps means every new client record flows automatically to your sales tools the moment it is created.
🗂️
Business Owners
You need a complete audit trail of customer interactions from service call to sale, but fragmented systems create blind spots in your sales journey — automating both apps means every touchpoint is reliably logged across your entire stack.
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 Smart Sender + Jobber

Build and manage your Smart Sender + 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 Smart Sender + 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
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 Smart Sender?
Frequently Asked Questions
You can connect Jobber to Smart Sender in 1 click using ready workflows on Integrately, or use Integrately AI to build custom automations with QuickBooks Online, Google Calendar, Mailchimp, Twilio, Slack, and 1,500+ other apps.
Can I automatically create Smart Sender tags when a job is completed in Jobber?
Frequently Asked Questions
Can I connect Jobber, Smart Sender, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Jobber and Smart Sender?
Frequently Asked Questions
How does Jobber handle client and invoice updates in this integration?
Frequently Asked Questions
How does Smart Sender manage contact tags and products during automation?
Frequently Asked Questions
Can I automate Jobber and Smart Sender without coding skills?
Frequently Asked Questions
Is the Jobber and Smart Sender integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect Jobber or Smart Sender With 1500+ Other Apps

Jobber
Popular Jobber Integrations
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Smart Sender
Popular Smart Sender Integrations
Sync Smart Sender with CRM, email marketing, and analytics tools to enhance your customer interactions.