Jobber + Streak Integration

Integrate Jobber to Streak in one click, or tell Integrately AI how you want each job handled. Track leads, update customer records, log notes, and streamline your sales process automatically.

Integrate For Free arrow rightGoogle Logo Sign Up With Google
Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
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 created in Jobber
  • Jobber
    Job is updated in Jobber
  • Jobber
    Quote is updated in Jobber
  • Jobber
    Invoice is created in Jobber
  • Jobber
    Quote approval is created in Jobber
  • Jobber
    Quote is created in Jobber
  • Streak
    Contact is created in Streak Instant
  • Streak
    Contact is updated in Streak Instant
  • Streak
    Box is created in Streak Instant
  • Streak
    Box stage is changed in Streak Instant
  • Streak
    Box is updated in Streak Instant
  • Streak
    Box is moved between pipelines in Streak Instant
  • Streak
    Meeting note or call log is created in Streak Instant
  • Streak
    Task is created in Streak Instant
  • Streak
    Task is due in Streak Instant
  • Streak
    Task is completed in Streak Instant
  • Streak
    Organization is created in Streak Instant
  • Streak
    Organization is updated in Streak Instant
  • Streak
    Comment is added to box in Streak Instant
Arrow Right
2.
  • Jobber
    Get request notes in Jobber
  • Jobber
    Search property in Jobber
  • Jobber
    Create client 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 invoice notes in Jobber
  • Jobber
    Close Job in Jobber
  • Jobber
    Get quote notes in Jobber
  • Jobber
    Get job notes in Jobber
  • Jobber
    Create visit in Jobber
  • Jobber
    Create quote in Jobber
  • Jobber
    Get invoice noteattechments by ID in Jobber
  • Jobber
    Update client in Jobber
  • Jobber
    Search client in Jobber
  • Streak
    Add contact in Streak
  • Streak
    Update contact in Streak
  • Streak
    Search contact in Streak
  • Streak
    Create task in Streak
  • Streak
    Update task in Streak
  • Streak
    Create box in Streak
  • Streak
    Update box in Streak
  • Streak
    Search box in Streak
  • Streak
    Create meeting/call log in Streak
  • Streak
    Add contact to box in Streak
  • Streak
    Retrieve file by file key in Streak
  • Streak
    Link boxes in Streak
  • Streak
    Retrieve full thread by key in Streak
  • Streak
    Search organization in Streak
  • Streak
    Create comment in Streak

Trusted by experts at...

indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo
indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo

Ready Workflows Ready Workflows for Jobber + Streak Integration

Capture new jobs, create matching boxes, update client records, alert your team, and track your sales pipeline, all in just one click.

Most popular automationsmost-popular-automations
Jobber + Streak Integration

Create Streak task for new Jobber event

Creating task in Streak is a great way to keep track of task that need to be completed when an event is created in your Jobber account.

With the help of this integration, when an event is created, a task will be automatically created in Streak and will include the details of the event (name, email address, etc.).

This makes it easy to keep track of any task that need to be completed related to the new event. You can then simply assign the task to someone on your team and they can get started!
See more
Activate
  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Jobber + Streak flow

Send instant notifications, log financial records, schedule meetings, and engage customers as your core workflows run. Pick a combination and activate it in one click.

Jobber
Streak
+
GmailGmail (4)
+
QuickBooks OnlineQuickBooks Online (3)
+
Google CalendarGoogle Calendar (3)
+
MailchimpMailchimp (3)
+
SlackSlack (3)
+
TwilioTwilio (3)
J
S
G
Add every new Jobber client to Streak as a contact, and send a welcome email in Gmail
New Jobber clients immediately appear in Streak as contacts while Gmail sends a welcoming email without manual typing.
J
S
G
Send an email alert in Gmail when a new job is created in Jobber and a box is opened in Streak
Notify your operations team in Gmail whenever Jobber records a new job and Streak opens a tracking box.
S
J
G
When a Streak box stage changes, update the client in Jobber and send a status update in Gmail
Keep Jobber client files current and notify stakeholders via Gmail when sales pipelines move forward.
J
S
G
When a Jobber job is completed, create a meeting log in Streak and send a follow-up email in Gmail
Log completed jobs in Streak and automatically email customers via Gmail for feedback.

Supported triggers and actions for Jobber and Streak

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
Try it →
Job is closed in Jobber
Triggers the automation when a job is closed
Try it →
Invoice is updated in Jobber
Triggers when an invoice is updated
Try it →
Client is updated in Jobber
Triggers when a client is updated
Try it →
Time sheet entry is created in Jobber
Triggers the automation when a time entry is created
Try it →
Request is created in Jobber
Triggers the automation when a new request is created
Try it →
Job is completed in Jobber
Triggers the automation when a job is marked as completed
Try it →
Job is created in Jobber
Triggers the automation when a new job is created
Try it →
Job is updated in Jobber
Triggers when a job is updated
Try it →
Quote is updated in Jobber
Triggers the automation when a new quote is update
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
Try it →
Quote is created in Jobber
Triggers the automation when a new quote is created
Try it →
Get request notes in Jobber
Try it →
Search property in Jobber
Searches for a property
Try it →
Create client in Jobber
Generates a new client profile
Try it →
Add attachment to request in Jobber
Try it →
Create job in Jobber
Creates a new job
Try it →
Create request in Jobber
Generates a new request
Try it →
Get client notes in Jobber
Try it →
Get invoice notes in Jobber
Try it →
Close Job in Jobber
Close a job using the Job ID
Try it →
Get quote notes in Jobber
Try it →
Get job notes in Jobber
Try it →
Create visit in Jobber
Create visit using the Job ID
Try it →
Create quote in Jobber
Generates a new quote
Try it →
Get invoice noteattechments by ID in Jobber
Try it →
Update client in Jobber
Update client profile
Try it →
Search client in Jobber
Searches for a client
Try it →
Streak
Streak Triggers & Actions
Instant
Contact is created in Streak
Triggers the automation when a new contact is created
Try it →
Instant
Contact is updated in Streak
Triggers the automation when a contact is updated
Try it →
Instant
Box is created in Streak
Triggers the automation when a Box is created
Try it →
Instant
Box stage is changed in Streak
Triggers the automation when a box stage is changed
Try it →
Instant
Box is updated in Streak
Triggers the automation when a Box is updated
Try it →
Instant
Box is moved between pipelines in Streak
Triggers the automation when a Box is moved between pipelines
Try it →
Instant
Meeting note or call log is created in Streak
Triggers the automation when a new meeting note or call log is added
Try it →
Instant
Task is created in Streak
Triggers the automation when a new task is created
Try it →
Instant
Task is due in Streak
Triggers the automation when a task remains due past the due date
Try it →
Instant
Task is completed in Streak
Triggers the automation when any task is completed
Try it →
Instant
Organization is created in Streak
Triggers the automation when a new organization is created
Try it →
Instant
Organization is updated in Streak
Triggers the automation when any organization's profile is modified
Try it →
Instant
Comment is added to box in Streak
Triggers the automation when a comment is made on a box
Try it →
Add contact in Streak
Adds a new contact to the address book
Try it →
Update contact in Streak
Updates contact information with new details
Try it →
Search contact in Streak
Finds and retrieves contact information
Try it →
Create task in Streak
Creates a new task
Try it →
Update task in Streak
Updates the task with new information or changes
Try it →
Create box in Streak
Generates a new box
Try it →
Update box in Streak
Updates a box
Try it →
Search box in Streak
Searches for a box
Try it →
Create meeting/call log in Streak
Logs a new meeting or call
Try it →
Add contact to box in Streak
Store newly added contacts in designated box
Try it →
Retrieve file by file key in Streak
Retrieves a file using its file key
Try it →
Link boxes in Streak
Links two or more boxes
Try it →
Retrieve full thread by key in Streak
Retrieves a full thread using its key
Try it →
Search organization in Streak
Finds and retrieves information about a organization
Try it →
Create comment in Streak
Generates a new comment
Try it →

What can you automate with Jobber + Streak?

Streamline your field service management and sales pipelines with powerful automated workflows.

What you can automate?
🔄
Sync new Jobber jobs to Streak boxes
Automatically create a tracking box in Streak every time a new job is recorded in Jobber, ensuring your sales pipeline reflects active fieldwork without manual data entry.
📋
Capture every submitted client field
Map available Jobber client details and service requests directly into separate Streak fields instead of just names and emails, giving your team complete context.
🔔
Alert your team instantly on activity
Notify sales reps and operations teams immediately when new client requests or job updates occur across Jobber and Streak.
🔀
Route deals based on submitted criteria
Trigger different sales pipeline stages or assign specific tasks in Streak based on the service tier or amount specified in your Jobber quotes.
🔄
Keep records updated as details change
Automatically update matching Streak boxes whenever client information or job statuses are modified in Jobber.
🔍
Prevent duplicate records
Search existing contacts and boxes before creating new entries, ensuring clean data hygiene across both platforms.
✅
Handle later job status changes
Update pipeline stages in Streak automatically when jobs are completed or closed in Jobber.
💬
Extend workflows to team messaging
Connect Jobber and Streak with Slack to announce new deals and keep all communication channels informed in real time.
And much more...

Who is Jobber + Streak integration for?

Operations managers, sales leaders, and field service teams connect Jobber and Streak to eliminate manual data entry and keep pipelines synchronized.

Sales managers
Sales managers
Field service dispatchers
Field service dispatchers
Account executives
Account executives
Operations leads
Operations leads
Field technicians
Field technicians
Customer support reps
Customer support reps
📈
Sales managers
You're reviewing pipeline reports but your CRM data only updates when someone manually exports client records, so your conversion metrics are always a few hours behind — with this integration, every new job lands in your pipeline instantly and your data stays current.
⚡
Field service dispatchers
You need to dispatch crews immediately when inquiries arrive, but manual handoffs between systems cause costly delays — automating both apps means every request creates a tracking box instantly and your team can dispatch without waiting.
🤝
Account executives
You answer to clients who want to see real-time progress on their service requests, but your operational notes live in separate software — with this integration, client updates sync automatically and external stakeholders see accurate progress.
📊
Operations leads
The volume of daily service requests is too high for anyone to keep up by hand, leading to missed follow-ups and unrecorded jobs — connecting these apps means every transaction flows straight into your CRM without manual copying.
🔧
Field technicians
You own the on-site work and depend on someone upstream to hand over accurate client details, but details frequently get lost in translation — with this integration, complete job information is populated directly into your operational workflow.
📁
Customer support reps
You need a reliable history of every client interaction, but you keep finding gaps where quotes and invoices were never logged in your CRM — automating both apps means every customer touchpoint is recorded automatically.
Try This Integration – No Code Neededarrow right
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 + Streak

Build and manage your Jobber + Streak 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 + Streak 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
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
Connect Jobber + Streak Now arrow right
In Just 1 Click!
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99
See Pricingarrow right

Trusted by 42,000+ Customers

Highest Rated Integration Platform on G2
P
ProductHunt

Most upvoted product of the month

▲ 2000+
Connect Jobber + Streak Now arrow right
In Just 1 Click!
leader
most-implementable
easiest-to-do-business
best-support

Frequently Asked Questions

How do I connect Jobber to Streak?
Frequently Asked Questions
You can connect Jobber to Streak instantly using 1-click ready workflows or tell Integrately AI how you want your data handled. With 42,000+ active users and 1,500+ integrations, setting up your automation takes just minutes.
Can I automatically create a Streak box when a new Jobber job is created?
Frequently Asked Questions
Can I connect Jobber, Streak, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Jobber and Streak?
Frequently Asked Questions
How do Jobber updates sync with Streak pipelines?
Frequently Asked Questions
Can Streak update client details in Jobber?
Frequently Asked Questions
Do I need coding skills to automate Jobber and Streak?
Frequently Asked Questions
Is the Jobber and Streak integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

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

Jobber
Popular Jobber Integrations
Connect Jobber with scheduling, invoicing, and dispatching tools to optimize your field service operations.
See All
Jobber Integrations arrow right
No popular apps found
Streak
Popular Streak Integrations
Sync Streak with email, CRM, and project management tools to streamline your sales pipeline.
See All
Streak Integrations arrow right
No popular apps found