Integrate Calendly with Jobber to automate your work

To integrate Calendly with Jobber, you'll need to use automation platforms like Zapier. First, create a new Zap, select Calendly as the trigger app, and choose an appropriate trigger like 'Invitee Created' on Calendly. Then, select Jobber as the action app and choose actions such as creating or updating a job. Follow the prompts to authenticate your accounts and map fields between both platforms.

When integrating Calendly with Jobber, available triggers from Calendly include 'Invitee Created', where the trigger initiates when someone schedules an event through a Calendly link. This flexibility allows you to automate processes such as creating or updating client information in Jobber whenever appointments are booked.

In this integration, you can perform actions such as 'Create Client', 'Find Client', and 'Create Request' in Jobber based on triggers from Calendly. For instance, when a new appointment is scheduled via Calendly, you can automatically create a new client or service request directly in your Jobber account.

Yes, by using the 'Find Client' action followed by an update action in our automation setup, you can search for existing clients in Jobber and update their details based on new information received from Calendly appointments.

No coding skills are required to set up an integration between Calendly and Jobber using platforms like Zapier. We provide an easy-to-use interface where you can select triggers and actions from drop-down menus without needing technical expertise.

Yes, you can sync cancellations by selecting appropriate triggers for cancellation events within your automation platform setup. Once configured properly, cancellation events initiated on Calendly will reflect appropriately against corresponding entries or appointments within your Jobber account.

After setting up your desired workflows using triggers from Calendly and actions within Jobber, you'll want to test these Zaps by running them manually using provided test data or real scenarios to ensure everything works seamlessly before they go live.