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.
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 | required clientId | isArchived | Cleaning up records for clients who are no longer active.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. |
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
andClient 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
- Go to the Developer Center: Log in to your Jobber account and navigate to the Jobber Developer Center.
- Create a New App: Navigate to the "Apps" page and click the NEW button.
- 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
.
- 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.
- In your SmythOS dashboard, navigate to the Vault.
- Create new secrets for your
Client ID
andClient Secret
, giving them memorable names likejobber_client_id
andjobber_client_secret
. - For more details, see the Vault Documentation.
Step 3: Configure a Jobber Component
- In your SmythOS agent graph, drag and drop any Jobber component.
- Click the component to open its Settings panel.
- In the
Client ID
andClient Secret
fields, select the secrets you saved in the Vault. - Click Authenticate. You will be redirected to Jobber to authorize the connection.
- Your connection is now ready to use across all Jobber components.
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.
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. |
{
"component": "jobber.addClient",
"email": "new.lead@example.com",
"firstName": "John",
"lastName": "Doe",
"phone": "555-123-4567"
}
List Clients
Retrieves a list of all active and archived clients in your account.
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. |
Search Clients
Searches for clients matching a query string. The search looks at names, email addresses, phone numbers, and addresses.
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. |
Add Note To Client
Adds a new note to a specific client's record.
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. |
Archive Client
Archives a client, hiding them from the default client list without permanently deleting them.
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. |
Best Practices & Advanced Tips
- Secure Your Credentials: Always store your Jobber
Client ID
andClient Secret
in the SmythOSVault
. - Understand the Workflow: A common workflow is to first use
Search Clients
orList Clients
to find theclientId
you need, and then use that ID in other components likeAdd Note To Client
orArchive 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
orClient 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.
- Cause: Your
-
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
orList Clients
component to verify that the resource you are trying to access exists.
- Cause: An incorrect
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 withAdd 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.
- Connects to your booking or contact form. When a new lead comes in, the agent checks if they exist with
-
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.