Overview of Adhesion Connect's 50+ Zapier Triggers and Actions

Overview of Adhesion Connect's 50+ Zapier Triggers and Actions

Overview of Adhesion Connect's 50+ Zapier Triggers and Actions

Applies to: PRO plan only


Overview

Jobber's native Zapier integration is a great starting point for automating your business. Adhesion Connect takes it further — adding triggers and actions that aren't available in Jobber's Zapier app alone, including full custom field support, dynamic line items, and coverage for events like expenses, payments, timesheets, and visits. Together, they give you the most complete automation layer available for Jobber.


Triggers

Triggers fire automatically when something happens in Jobber, sending data to another app in your Zap.

Client Created — fires when a new client is added in Jobber. Includes custom fields.

Client Updated — fires when an existing client record is modified in Jobber. Includes custom fields.

Expense Created — fires when a new expense is added in Jobber.

Expense Updated — fires when an existing expense is modified in Jobber.

Invoice Created — fires when a new invoice is created in Jobber. Includes custom fields.

Invoice Updated — fires when an existing invoice is modified in Jobber. Includes custom fields.

Job Closed — fires when a job is closed in Jobber. Includes custom fields.

Job Created — fires when a new job is created in Jobber. Includes custom fields.

Job Updated — fires when an existing job is modified in Jobber. Includes custom fields.

Payment Created — fires when a new payment record is created in Jobber.

Payment Updated — fires when an existing payment record is modified in Jobber.

Product Created — fires when a new product or service is added in Jobber.

Product Updated — fires when an existing product or service is modified in Jobber.

Property Created — fires when a new property is added in Jobber. Includes custom fields.

Property Updated — fires when an existing property is modified in Jobber. Includes custom fields.

Quote Approved — fires when a quote is approved in Jobber. Includes custom fields.

Quote Created — fires when a new quote is created in Jobber. Includes custom fields.

Quote Sent — fires when a quote is sent to a client in Jobber. Includes custom fields.

Quote Updated — fires when an existing quote is modified in Jobber. Includes custom fields.

Request Created — fires when a new request is created in Jobber.

Request Updated — fires when an existing request is modified in Jobber.

Timesheet Created — fires when a new timesheet entry is created in Jobber.

Timesheet Updated — fires when an existing timesheet entry is modified in Jobber.

Visit Completed — fires when a visit is marked as complete in Jobber.

Visit Created — fires when a new visit is created in Jobber.

Visit Updated — fires when an existing visit is modified in Jobber.


Actions

Actions make changes in Jobber — or find existing records — based on something that happens in another app.

Create Client — creates a new client in Jobber. Includes custom fields.

Update Client — updates an existing client record in Jobber. Includes custom fields.

Add Tags to Client — adds one or more tags to an existing client in Jobber.

Find Client — searches for an existing client in Jobber by company status, lead status, archived status, created/updated date, tags, name, email, phone, notes, custom field, or property ID.

Create Expense — creates a new expense in Jobber.

Update Expense — updates an existing expense in Jobber.

Find Expenses — searches for expenses in Jobber by date, created/updated date, entered by, or reimbursable to.

Create Invoice — creates a new invoice in Jobber. Includes custom fields and dynamic line items.

Find Invoices — searches for invoices in Jobber by client ID, invoice number, status, total, created date, or due date.

Create Job — creates a new job in Jobber. Includes custom fields and dynamic line items.

Find Jobs — searches for jobs in Jobber by job type, created date, start date, visit schedule, end date, completed date, unscheduled status, or job status.

Find Payments — searches for payments in Jobber by client ID, entry date, adjustment type, payment type, or refundable status.

Find Products — searches for products or services in Jobber by category.

Create Property — creates a new property in Jobber. Includes custom fields.

Update Property — updates an existing property in Jobber. Includes custom fields.

Find Properties — searches for properties in Jobber by client ID.

Create Quote — creates a new quote in Jobber. Includes custom fields and dynamic line items.

Find Quote — searches for quotes in Jobber by client ID, quote number, status, cost, sent date, created date, or salesperson ID.

Create Request — creates a new request in Jobber, including details and line items.

Add Note to Request — adds a note to an existing request in Jobber.

Find Request — searches for requests in Jobber by client ID, property ID, status, or created date.

Create Task — creates a new task in Jobber.

Find Tasks — searches for tasks in Jobber by created date, start date, end date, assigned to, or completed date.

Find Users — searches for users in Jobber by name, email, or phone number.

Find Timesheets — searches for timesheet entries in Jobber by assigned to, approved status, created date, or start date.

Create Visit — creates a new visit in Jobber.

Find Visits — searches for visits in Jobber by status, created date, start date, end date, completed date, or assigned to.


  • How to Authorize Adhesion Connect in Zapier
  • How to Use Adhesion Connect Triggers in a Zap
  • What's the Difference Between Webhooks and Zapier Triggers?

Need more help?

Email us at support@adhesionconnect.com or submit a ticket.

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