Jobber + monday.com

Create new boards in monday.com for every new client in Jobber

When a new client is added in the Jobber app, optimize your workflow by instantly creating a corresponding board in monday.com. This efficient and automatic process not only saves time but also helps to organize client-specific tasks in a streamlined manner. Let this seamless connection between Jobber and monday.com enhance the way you manage your new clients, making your project management more productive and organized.

When a new client is added in the Jobber app, optimize your workflow by instantly creating a corresponding board in monday.com. This efficient and automatic process not only saves time but also helps to organize client-specific tasks in a streamlined manner. Let this seamless connection between Jobber and monday.com enhance the way you manage your new clients, making your project management more productive and organized.

  1. When this happens...
    JobberJobber
    New Client Created

    Triggers when a client is created.

    TriggerInstant
  2. automatically do this!
    monday.commonday.com
    Create Board

    Creates a new board

    ActionWrite
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Supported triggers and actions

  • Jobber triggers, actions, and search

    New Client Created

    Triggers when a client is created.

    Trigger
    Instant
    Try It
  • Jobber triggers, actions, and search

    New Invoice Created

    Triggers when an invoice is created.

    Trigger
    Instant
    Try It
  • Jobber triggers, actions, and search

    Job Closed

    Triggers when a job is closed

    Trigger
    Instant
    Try It
  • Jobber triggers, actions, and search

    Job Updated

    Triggers when a job is updated

    Trigger
    Instant
    Try It
  • Jobber triggers, actions, and search

    Client Updated

    Triggers when a client is updated

    Trigger
    Instant
    Try It
  • Jobber triggers, actions, and search

    Invoice Updated

    Triggers when a invoice is updated

    Trigger
    Instant
    Try It
  • Jobber triggers, actions, and search

    New Job Created

    Triggers when a job is created.

    Trigger
    Instant
    Try It
  • Jobber triggers, actions, and search

    Quote Approved

    Triggers when a quote is approved

    Trigger
    Instant
    Try It
jobber logo
jobber logo

About Jobber

Jobber is the command centre for home service businesses. Our easy-to-use app powers sales, operations, and customer service—all in one place.

Related categories

  • Scheduling & Booking
monday logo
monday logo

About monday.com

monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.

Related categories

  • Project Management

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