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Quickly connect Jobber to Square with a Zapier template.
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How Zapier works
Zapier makes it easy to integrate Jobber with Square - no code necessary. See how you can get setup in minutes.
Select a trigger from Jobber
Setup an action from Square
That’s it! You just connected Jobber to Square
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Frequently Asked Questions about Jobber + Square integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Jobber and Square
How can I set up a trigger for payments in Jobber to reflect in Square?
To set up a trigger for payments from Jobber to reflect in Square, you need to configure an automation that captures payments recorded in Jobber and automatically updates your Square records. This ensures any payment activity processed within Jobber is mirrored accurately in your Square account.
Is it possible to sync client information between Jobber and Square automatically?
Yes, you can set up an automatic sync of client information between Jobber and Square. When a new client is added in Jobber, an automation rule can be set to add the client details into your Square database, minimizing manual entry.
Can we automate invoice creation in Square based on completed jobs in Jobber?
Yes, by implementing automation when a job is marked as complete in Jobber, you can generate an invoice automatically within Square. This makes sure that all billable activities are promptly invoiced without manual intervention.
What actions can be triggered from changes made to estimates in Jobber?
When changes are made to estimates in Jobber, you can establish actions such as notifying teams via email or updating relevant records within other platforms like Square. Automating these processes helps keep all stakeholders informed and connected.
How do I handle duplicate entries when syncing data between the two platforms?
To manage duplicate entries, our system allows setting specific conditions or filters that only update unique or unmatched entries when syncing between Jobber and Square. This prevents redundant data from cluttering your databases.
Are there limitations on the types of data that can be integrated between Jobber and Square?
While most job management and payment data can be shared between the two platforms, certain custom fields might not translate directly due to platform-specific constraints. It’s important to review what types of data are critical for your integration purposes.
Is it possible to track inventory updates from sales made through both systems?
Inventory updates pertaining to sales tracked via either platform need custom triggers for synchronization. By mapping out these workflows correctly, sales activities influencing inventory levels can be consolidated across both systems efficiently.
Connect Jobber and Square to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
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Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
