Automate Smartsheet & Jobber

Stop paying for mismatched spreadsheets. Sync data between Smartsheet 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 ["Smartsheet"]
        T1(["Copy Folder — Destination workspace folders"])
    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 Smartsheet and Jobber operate independently, project updates in Smartsheet can lead to significant delays in field operations. For instance, if a project manager updates a task's status in Smartsheet, the field team may not receive this update until the end of the day, resulting in technicians arriving at job sites with outdated information. This causes wasted labor hours as the field team often has to backtrack to gather missing details, leading to frustrated employees and potential revenue loss.

Top Ways to Automate Smartsheet & Jobber

Automated Task Synchronization: Seamlessly sync tasks between Smartsheet and Jobber, ensuring that updates in one platform are reflected in real-time on the other, eliminating the risk of miscommunication.
Real-Time Status Updates: Automatically update project statuses in Smartsheet based on field service activities logged in Jobber, providing all stakeholders with current information and enhancing decision-making.
Streamlined Invoicing and Reporting: Generate invoices in Jobber based on project completion data from Smartsheet, allowing for accurate billing and comprehensive reporting without manual data entry.

How to Build the Smartsheet → Jobber Sync

Set up a webhook in Smartsheet to listen for changes on the 'Task Updated' event. This can be done by navigating to the 'Webhooks' section in Smartsheet and creating a new webhook that points to your server endpoint.
Configure your server to handle incoming webhook requests. The payload will contain details about the task, including fields like 'taskId', 'status', and 'dueDate'. Extract these fields from the incoming JSON payload.
Use the Jobber REST API to create or update a job based on the extracted data. Make a POST request to the Jobber API endpoint: https://api.getjobber.com/api/v1/jobs. Include the task details in the request body, mapping 'taskId' to 'jobId', 'status' to 'jobStatus', and 'dueDate' to 'scheduledDate'.
Test the integration by updating a task in Smartsheet and verifying that the corresponding job in Jobber reflects the changes accurately.

Developer Warnings & API Gotchas

Ensure that the 'taskId' in Smartsheet matches the 'jobId' in Jobber; mismatches can lead to incorrect job updates or creation of new jobs instead of updating existing ones.
When extracting the 'status' field, confirm that the values in Smartsheet align with Jobber's accepted job statuses; discrepancies can cause failed updates.
Be cautious of time zone differences when mapping 'dueDate' from Smartsheet to Jobber; ensure that the date format and time zone are consistent to avoid scheduling conflicts.

Supported API Operations

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

When this happens in Smartsheet... Copy Folder — Destination workspace folders

Do this in Jobber Add Note to Request
When this happens in Smartsheet... Copy Folder — Source workspace folders

Do this in Jobber Add Tags to Client
When this happens in Smartsheet... Fetch Custom Actions

Do this in Jobber Create Client
When this happens in Smartsheet... Get Folders

Do this in Jobber Create Job
When this happens in Smartsheet... Get Reports

Do this in Jobber Create Quote

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