Jobber Integration with SmythOS

Want to automate your service business operations? Connect Jobber to SmythOS and empower your agents to automatically manage clients, add notes, and streamline your day-to-day workflows.

TL;DR

Securely link your Jobber account to SmythOS by creating an app in the Jobber Developer Center to get a Client ID and Secret. Then, use our suite of components to automate client management from end to end.

List of Jobber Components

Quickly compare Jobber components by what they do and their key I/O. Click any component name to jump directly to its detailed guide.

Component	Action	What it Does	Inputs	Key Outputs	Use Case
Add Client	Write	Creates a new client record in your Jobber account.	required email optional firstName, lastName	clientId	Automatically creating a Jobber client from a new website lead.
List Clients	Read	Retrieves a comprehensive list of all clients in your account.	required trigger	clients, totalCount	Syncing your client list to an external marketing tool.
Search Clients	Search	Searches for clients based on a query string.	required query	clients	Finding a specific client's ID to add a note to their record.
Add Note To Client	Write	Adds a note to a specific client's record.	required clientId, note	noteId	Automatically logging a summary of a customer phone call.
Archive Client	Write	Archives a specific client in your Jobber account.	required clientId	isArchived	Cleaning up records for clients who are no longer active.
Remove Note From Client	Write	Removes a specific note from a client's record.	required noteId	noteId	Deleting temporary or incorrect notes.

INFO

Why Integrate Jobber with Your Agent?

Jobber is a powerful tool for managing your service business. Integrating it with SmythOS allows you to connect your field operations to your other systems, creating powerful, time-saving automations.

• Automate Client Onboarding: Create an agent that takes new lead information from a web form or your CRM and automatically creates a new client record in Jobber using the Add Client component.
• Streamline Communication: Build workflows that automatically log important communications. For example, an agent can take a summary of a customer email and use Add Note To Client to attach it to their Jobber profile for future reference.
• Data Synchronization: Keep your client list in sync across multiple platforms. An agent can use List Clients to get all your Jobber clients and update records in your accounting software or email marketing platform.
• Automated Record Management: Create cleanup agents that can Archive Client records for customers who haven't had a job scheduled in over a year, keeping your active client list tidy.

Prerequisites

Before you begin, please ensure you have the following:

• An active SmythOS account. (Sign up here).
• A Jobber account.
• OAuth 2.0 credentials (Client ID and Client Secret) from the Jobber Developer Center.

Getting Started With Jobber

The connection is handled via OAuth 2.0, which requires you to register an application in the Jobber Developer Center.

Step 1: Get Your OAuth 2.0 Credentials

1. Go to the Developer Center: Log in to your Jobber account and navigate to the Jobber Developer Center.
2. Create a New App: Navigate to the "Apps" page and click the NEW button.
3. Fill in Application Details:
   • Give your application a Name (e.g., "SmythOS Workflow Automation").
   • Redirect URI: Enter the SmythOS callback URL: https://app.smythos.com/oauth/oauth2/callback.
4. Copy Your Credentials: Once created, your application's Client ID and Client Secret will be displayed. Copy both values.

Step 2: Store Your Credentials in SmythOS Vault

Your Client ID and Secret are sensitive credentials. Use the SmythOS Vault to store them securely.

1. In your SmythOS dashboard, navigate to the Vault.
2. Create new secrets for your Client ID and Client Secret, giving them memorable names like jobber_client_id and jobber_client_secret.
3. For more details, see the Vault Documentation.

Step 3: Configure a Jobber Component

1. In your SmythOS agent graph, drag and drop any Jobber component.
2. Click the component to open its Settings panel.
3. In the Client ID and Client Secret fields, select the secrets you saved in the Vault.
4. Click Authenticate. You will be redirected to Jobber to authorize the connection.
5. Your connection is now ready to use across all Jobber components.

Heads-up

The OAuth authentication flow connects your Jobber account to SmythOS. You only need to complete this process once.

Which Jobber Component Should I Use?

If you need to…	Target	Use this Component	Why this one?
Create a new customer in your system	An email address and name	Add Client	The standard method for creating a new client record.
Find a client when you know their name or email	A search term	Search Clients	The best way to find a client's unique ID for other operations.
Get a full list of all your customers	Your entire account	List Clients	Retrieves all clients, perfect for syncing data or bulk operations.
Add a comment or log an interaction with a customer	A clientId and a note	Add Note To Client	The correct way to add historical notes to a client's record.
Mark a client as inactive	A clientId	Archive Client	Hides a client from your active list without permanently deleting them.

Component Details

This section provides detailed information for each Jobber component.

Add Client

Creates a new client record in your Jobber account.

INFO

This component uses the OAuth 2.0 flow detailed in the Getting Started section.

Inputs

Field	Type	Required	Notes
email	string	Yes	The primary email address for the new client.
firstName	string	Optional	The client's first name.
lastName	string	Optional	The client's last name.
companyName	string	Optional	The client's company name.
phone	string	Optional	The client's phone number.
address	string	Optional	The client's street address.
city	string	Optional	The client's city.
country	string	Optional	The client's country.

Outputs

Field	Type	Description
clientId	string	The unique identifier for the newly created client.
Response	object	The full, raw JSON response from the Jobber API.
Headers	object	The HTTP headers from the API response.

Use Case

An agent is connected to a "Request a Quote" form on your website. When a new form is submitted, the agent uses this component to automatically create a new client record in Jobber.

{
  "component": "jobber.addClient",
  "email": "[email protected]",
  "firstName": "John",
  "lastName": "Doe",
  "phone": "555-123-4567"
}

List Clients

Retrieves a list of all active and archived clients in your account.

INFO

This component uses the OAuth 2.0 flow detailed in the Getting Started section.

Inputs

Field	Type	Required	Notes
trigger	any	Yes	Any input value can be used to trigger the component's execution.

Outputs

Field	Type	Description
clients	array	An array of client objects, each containing detailed client information.
totalCount	integer	The total number of clients in your account.
Response	object	The raw JSON response from the Jobber API.

Use Case

A marketing agent runs monthly, retrieves all clients using this component, and syncs the list with an email marketing platform like Mailchimp to update the subscriber list.

Pagination

The Jobber API may paginate results for large client lists. You may need to handle this by inspecting the Response for pagination information if you have many clients.

Search Clients

Searches for clients matching a query string. The search looks at names, email addresses, phone numbers, and addresses.

INFO

This component uses the OAuth 2.0 flow detailed in the Getting Started section.

Inputs

Field	Type	Required	Notes
query	string	Yes	The search term to find clients (e.g., a name, email, or phone number).

Outputs

Field	Type	Description
clients	array	An array of client objects that match the search query.
Response	object	The raw JSON response from the API.

Use Case

A support agent receives an email from a customer. It uses the customer's email as the query for this component to find their clientId before adding a new note to their record.

Add Note To Client

Adds a new note to a specific client's record.

INFO

This component uses the OAuth 2.0 flow detailed in the Getting Started section.

Inputs

Field	Type	Required	Notes
clientId	string	Yes	The unique identifier of the client to add the note to.
note	string	Yes	The text content of the note.

Outputs

Field	Type	Description
noteId	string	The unique identifier for the newly created note.
note	string	The content of the created note.
createdAt	string	The timestamp of when the note was created.
Response	object	The raw JSON response from the API.

Use Case

After a phone call with a client, an agent uses a speech-to-text service to transcribe the call, an LLM to summarize it, and this component to add the summary as a note to the client's Jobber record.

Archive Client

Archives a client, hiding them from the default client list without permanently deleting them.

INFO

This component uses the OAuth 2.0 flow detailed in the Getting Started section.

Inputs

Field	Type	Required	Notes
clientId	string	Yes	The unique identifier of the client to archive.

Outputs

Field	Type	Description
isArchived	boolean	A boolean indicating if the client was successfully archived.
Response	object	The raw JSON response from the API.

Use Case

An automated cleanup agent runs quarterly, finds clients with no activity in the last two years, and uses this component to archive their records.

Best Practices & Advanced Tips

• Secure Your Credentials: Always store your Jobber Client ID and Client Secret in the SmythOS Vault.
• Understand the Workflow: A common workflow is to first use Search Clients or List Clients to find the clientId you need, and then use that ID in other components like Add Note To Client or Archive Client.
• Use for Data Syncing: This integration is excellent for keeping your client list in Jobber synchronized with other systems like your CRM, accounting software, or email marketing platform.
• Error Handling: When creating a client, check if the request fails due to a duplicate email. Your agent's logic should be able to handle this gracefully, perhaps by fetching the existing client instead of trying to create a new one.

Troubleshooting Common Issues

• Error: 401 Unauthorized / Authentication Errors

  • Cause: Your Client ID or Client Secret are incorrect, or the user did not grant consent during the OAuth flow.
  • Solution: Verify that your credentials in the SmythOS Vault are correct. Try re-authenticating the integration in the component settings to refresh the connection.

• Error: 403 Forbidden

  • Cause: The authenticated user does not have the necessary permissions in Jobber to perform the requested action.
  • Solution: Log in to Jobber and check the permissions of the user account that was used to authenticate the integration.

• Error: 404 Not Found

  • Cause: An incorrect clientId or other identifier was provided.
  • Solution: Double-check all IDs for typos. Use the Search Clients or List Clients component to verify that the resource you are trying to access exists.

What's Next?

You are now ready to build powerful service business automations with the SmythOS Jobber Integration!

Consider these ideas:

• Build an Agent That...

  • Connects to your booking or contact form. When a new lead comes in, the agent checks if they exist with Search Clients. If not, it creates them with Add Client and then creates a new "Follow Up" task in a project management tool like Asana.
  • Manages client communications. After a job is completed, an agent could send a follow-up survey via email using Resend, and then log the customer's feedback as a note on their Jobber profile using Add Note To Client.
  • Creates a client portal. A user can interact with a chatbot, and the agent can use their email to search for their Jobber profile and provide them with information about their past or upcoming jobs.

• Explore Other Integrations:

  • When a new client is added in Jobber, trigger an agent to also add them to an email marketing list in Mailchimp or Klaviyo.
  • Connect Jobber to your accounting software. When a new client is created, create a corresponding customer record in your accounting platform.
  • Use an LLM component to summarize a long customer email, then add the concise summary as a note to their Jobber profile.