Automate Monday & Jobber

Stop paying for mismatched spreadsheets. Sync data between Monday and Jobber in real-time, so you can manage your operations without the busywork.

Get This Workflow Built

Custom API Integration

Secure Data Transfer

Done-For-You Setup

How the Data Flows

graph LR
    subgraph Source ["Monday"]
        T1(["Any Column Value Changed in Board"])
    end
    
    subgraph Middleware ["Enterprise Integration Core"]
        W[CRON API
Poller] --> V{Validation
& Auth}
        V -->|Fail| DLQ[Dead Letter
Queue]
        V -->|Pass| Map[Data Mapping
& Transformation]
        Map --> Retry[Rate Limiting
& Retries]
    end
    
    subgraph Target ["Jobber"]
        A1(["Add Note to Request"])
    end

    T1 -->|JSON Payload| W
    Retry -->|Authenticated API POST| A1

    style Source fill:transparent,stroke:#cbd5e1,stroke-dasharray: 5 5
    style Target fill:transparent,stroke:#cbd5e1,stroke-dasharray: 5 5
    style Middleware fill:#f8fafc,stroke:#94a3b8,stroke-width:2px
    style T1 fill:#3b82f6,stroke:#fff,stroke-width:2px,color:#fff
    style W fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
    style V fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
    style Map fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
    style Retry fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
    style DLQ fill:#ef4444,stroke:#fff,stroke-width:1px,color:#fff
    style A1 fill:#e11d48,stroke:#fff,stroke-width:2px,color:#fff

When Monday and Jobber operate independently, project managers often face significant delays in task assignments. For instance, if a project is updated in Monday with new deadlines, the field service team in Jobber may not receive this information promptly. This leads to manual data entry where project managers have to copy updates into Jobber, which not only wastes time but also increases the risk of human error, such as incorrect task assignments or missed deadlines, ultimately impacting service delivery.

Top Ways to Automate Monday & Jobber

Automated Task Creation: Instantly create tasks in monday.com when new jobs are scheduled in Jobber, ensuring your team is always aligned with the latest project requirements.
Real-Time Status Updates: Automatically sync job status updates from Jobber to monday.com, providing your team with immediate visibility into project progress and reducing the risk of miscommunication.
Centralized Reporting: Generate comprehensive reports that pull data from both monday.com and Jobber, allowing for informed decision-making and streamlined performance tracking across teams.

How to Build the Monday → Jobber Sync

In Monday, navigate to the board where your projects are managed. Set up a Standard Webhook under the 'Integrate' section to trigger on item updates.
Configure the webhook to listen for the 'item_updated' event, ensuring it captures relevant fields such as 'due_date' and 'assignee'.
In the webhook settings, specify the endpoint URL that points to your server, which will handle the incoming data.
On your server, create an endpoint (e.g., /api/jobber/update-task) that will receive the payload from the Monday webhook. This payload will include the updated 'due_date' and 'assignee'.
Extract the 'due_date' and 'assignee' from the incoming payload and format them according to Jobber's API requirements.
Make a POST request to Jobber's API endpoint (e.g., /tasks) with the formatted data to create or update the task in Jobber.

Developer Warnings & API Gotchas

Ensure that the 'assignee' field in Monday matches the 'user_id' format expected by Jobber; otherwise, the task assignment will fail.
Be cautious with date formats; Monday may send dates in ISO 8601 format, while Jobber may require a different format, leading to potential parsing errors.
If using multiple boards in Monday, ensure that the webhook is set up for the correct board to avoid capturing irrelevant updates that could lead to erroneous data in Jobber.

Supported API Operations

We leverage official, stable endpoints to ensure secure data transfer. No deprecated legacy routes.

When this happens in Monday... Any Column Value Changed in Board

Do this in Jobber Add Note to Request
When this happens in Monday... Board Columns - Dynamic

Do this in Jobber Add Tags to Client
When this happens in Monday... Board Columns For Search - Dynamic

Do this in Jobber Create Client
When this happens in Monday... Board Date Columns - Dynamic

Do this in Jobber Create Job
When this happens in Monday... Board Dropdown Columns - Dynamic

Do this in Jobber Create Quote

SyncMatrix Experts

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I can see you're looking at mapping Monday to Jobber. Tell me about your current setup—what's the specific bottleneck you're trying to automate right now?