Automate PandaDoc & Jobber

Stop paying for mismatched spreadsheets. Sync data between PandaDoc 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 ["PandaDoc"]
        T1(["Document Completed"])
    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 Pandadoc and Jobber operate independently, critical data such as signed contracts and client details can be lost in transition. For instance, a sales team member may manually enter client information from a signed Pandadoc document into Jobber, leading to potential errors like incorrect addresses or missing service details. This manual process wastes hours each week for the sales and field service teams, who must constantly verify and correct discrepancies that arise from this lack of integration.

Top Ways to Automate PandaDoc & Jobber

Streamlined Proposal Management: Automatically generate and send proposals from PandaDoc directly to Jobber, ensuring your field service teams have immediate access to client details and project specifications.
Real-Time Updates: Sync client information and project statuses between PandaDoc and Jobber in real-time, reducing the risk of miscommunication and ensuring all team members are on the same page.
Automated Document Tracking: Receive instant notifications when proposals are viewed or signed in PandaDoc, allowing your field service teams to follow up promptly and maintain momentum in the sales process.

How to Build the PandaDoc → Jobber Sync

Set up a webhook in Pandadoc to listen for the 'document.signed' event. This webhook will trigger whenever a document is signed.
Configure the webhook to send a payload to your server with the document details, including client name, email, and any custom fields you need.
On your server, extract the relevant data from the webhook payload. Specifically, look for 'signer.email', 'signer.name', and any custom fields that need to be mapped to Jobber.
Make a POST request to the Jobber API endpoint at '/api/v1/clients' using the extracted data. Ensure you include the required fields such as 'name' and 'email' in the request body.
Verify the response from Jobber to confirm that the client was created successfully. Log any errors for troubleshooting.

Developer Warnings & API Gotchas

Ensure that the email format in the Pandadoc payload matches the expected format in Jobber; otherwise, the client creation will fail.
Be cautious with custom fields; if they are not mapped correctly, Jobber may reject the request or create incomplete client records.
Remember to handle potential duplicate entries in Jobber; if a client already exists, you may need to update their information instead of creating a new entry.

Supported API Operations

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

When this happens in PandaDoc... Document Completed

Do this in Jobber Add Note to Request
When this happens in PandaDoc... Document Paid

Do this in Jobber Add Tags to Client
When this happens in PandaDoc... Document Sent

Do this in Jobber Create Client
When this happens in PandaDoc... Document Status Changed

Do this in Jobber Create Job
When this happens in PandaDoc... Fetch Custom Actions

Do this in Jobber Create Quote

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