Step-by-Step Guide to Integrating Jobber with Zapier - Adhesion Connect

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

This article will guide you through the process of integrating Jobber with another application using Adhesion Connect and Zapier. There is a walkthrough video at the end of this article.

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)

Step-by-Step Integration Process

Step 1: Create a Zap in Zapier

  1. Log in to your Zapier account.
  2. Click on Create a Zap.
  3. Look for the Webhooks by Zapier app.
  4. Select Catch Hook as the event.
  5. You will be provided with a webhook URL (also known as the endpoint URL). Copy this URL as you will need it for the next steps.

Step 2: Set Up the Webhook in Adhesion Connect for Jobber

  1. Navigate to the integration section in Adhesion Connect for Jobber.
  2. Select the event you want to integrate with. For the demonstration in the video we used the "Quotes Approved" event.
  3. Paste the webhook URL you copied from Zapier into the respective field for the selected event.
  4. Click Save.

Step 3: Test the Webhook Trigger in Zapier

  1. Return to your Zap in Zapier.
  2. Choose Test Trigger to ensure the setup is working correctly.
  3. If the test does not show data, proceed to the next step to generate a sample event.

Step 4: Generate a Test Event in Jobber

  1. In Jobber, find or create a quote that corresponds with the event type you've set up in Adhesion Connect.
  2. Perform the action that triggers the event (e.g., approve the quote if you’re testing the Quotes Approved event).

Step 5: Finalize the Webhook Testing in Zapier

  1. Go back to your Zap in Zapier.
  2. Click on Test Trigger again.
  3. Confirm that the quote information from Jobber appears in Zapier.

Step 6: Verify the Data

  1. Check the key details of the information received in Zapier, such as total amount, quote number, status, and title, to ensure they match what’s in Jobber.
  2. Confirm that additional information like line items and custom fields have also been transferred correctly.

Step 7: Set Up Actions in Zapier

  1. Decide what action you want to take with the data received. For instance, you can:
    1. Send an email or text message.
    2. Save the data to a Google Sheet or Airtable database.
    3. Integrate with a CRM or update an external sales pipeline.
  2. Set up the corresponding actions within Zapier using the information from Jobber.

Video


Conclusion

Once the webhook is correctly receiving data from Jobber, you can use Zapier’s vast array of integrations to automate workflows with over 5,000 options. If you encounter any issues or feel overwhelmed, remember that support and office hours are available to help you set up and troubleshoot your integrations.

For further assistance, register for office hours through the support section when logged into Adhesion Connect for Jobber. Our team will guide you through creating your first few integrations and ensure you’re on the right track. Thank you for following this guide, and we look forward to helping you harness the power of integration with Adhesion Connect and Zapier.

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