Effortless Jobber Integration with Make - A Step-by-Step Guide by Adhesion Connect

How to Integrate Jobber with Other Applications Using Adhesion Connect and Make

This knowledge base article will guide you through the process of integrating Jobber with any other application using Adhesion Connect for Jobber and the integration platform Make.

Prerequisites

Before starting the integration process, ensure that you have:
  1. Created an Adhesion Connect account.
  2. Logged into your Adhesion Connect account.
  3. Integrated Adhesion Connect with Jobber (refer to the specific guide on integrating with Jobber if needed).
    1. Jobber Integration Setup
  4. An understanding of webhooks (watch the video on webhooks for more information).
    1. Understanding Webhooks (with video)

Integration Process

Step 1: Create a New Scenario in Make

  1. Log in to Make.
  2. Start by creating a new scenario, which will be the foundation of your integration.

Step 2: Set Up the Trigger

  1. In your new scenario, search for a webhook as your trigger.
  2. Select ‘Webhooks’ from the options provided.
  3. Choose to create a custom webhook by clicking ‘Add’.
  4. Name your webhook accordingly, e.g., ‘Jobber Quote Sent Webhook’.
  5. You do not need to set any IP restrictions, so click ‘Save’.
  6. Copy the provided endpoint URL that Make generates for you.

Step 3: Configure Webhook in Adhesion Connect for Jobber

  1. Navigate to ‘Integrations’ in Adhesion Connect for Jobber.
  2. Select the appropriate event type for your integration. In this example, we are using the ‘Quote Sent’ event.
  3. Paste the endpoint URL from Make into the webhook field for the selected event.
  4. Save your settings in Adhesion Connect for Jobber.

Step 4: Test and Determine Data Structure in Make

  1. Return to Make to start testing your webhook.
  2. Ensure the webhook is in a listening state to receive data.
  3. Go to Jobber to trigger the event by sending a quote.
  4. After sending the quote in Jobber, verify that the data is received in Make.

Step 5: Review Received Data

  1. In Make, check that the data structure is determined successfully.
  2. Click ‘Run Once’ to test the data reception in real-time.
  3. Resend the quote from Jobber to trigger the webhook again.
  4. Confirm that Make shows a successful event and displays the received data in a ‘bundle’.

Step 6: Verify Information

  1. Review the details in the bundle to ensure all necessary information is present (e.g. Quote Information), such as:
    1. The title and number of the quote.
    2. Line items and their details.
    3. Client information including the Jobber ID.

Step 7: Set Up Actions in Make

  1. Decide on the action(s) you want to occur with the received data. For example:
    1. Add the information to a CRM.
    2. Notify team members internally.
    3. Log the details in a Google Sheet or an Airtable database.
  2. Set up these actions within Make using the data from the Jobber webhook.

Video


Conclusion

With these steps, you should now have a functioning integration between Jobber and your chosen application(s) using Adhesion Connect and Make. If you encounter any issues or have questions, do not hesitate to join the office hours for further assistance.

Thank you for following along with this integration guide. We hope this has provided a clear understanding of how to leverage Jobber with Adhesion Connect and Make to streamline your workflows.

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