Evernote + Jobber

Create notes in Evernote for new requests in Jobber

Start tracking all your new Jobber requests efficiently by creating related notes in Evernote. This workflow ensures that for every new request in Jobber, a corresponding note is made in Evernote, so you can instantly capture and organize all details. Benefit from a simplified and organized process, with every request readily available for easy future review. Say goodbye to missing information and enjoy streamlined efficiency.

When this happens...
New Request Created
Triggers when a request is created.
TriggerInstant
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Create Note
Triggers when a new note is created in or moved to a notebook.
ActionWrite

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Supported triggers and actions

New Client Created
Triggers when a client is created.
Trigger
Instant
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New Invoice Created
Triggers when an invoice is created.
Trigger
Instant
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Job Closed
Triggers when a job is closed
Trigger
Instant
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Job Updated
Triggers when a job is updated
Trigger
Instant
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New Quote Created
Triggers when a quote is created.
Trigger
Instant
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New Request Created
Triggers when a request is created.
Trigger
Instant
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- Client IDRequired
- Tags to AddRequired
Action
Write

- ClientRequired
- Title
- Number of line itemsRequired
Action
Write
- ClientRequired
- Title
Action
Write
- Client Search Term (eg. name, email, or company name)
- First Name
- Last Name
- Company Name
- Email Address
- Phone Number
- Street 1
- Street 2
- City
- State/Province
- Country
- Zip/Postal Code
Action
Search or write
New Notebook
Triggers when a new notebook is added to Evernote.
Trigger
Polling
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- TagRequired
- Notebook
Trigger
Polling
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- NotebookRequired
- TitleRequired
- ContentRequired
Action
Write
- NameRequired
- Stack
Action
Write
- TitleRequired
- Notebook
- Tags
Action
Search
- TitleRequired
- NotebookRequired
- Tags
- Make links public
- ContentRequired
- Reminder Time
- Reminder Done Time
- Attachment
- Source Url
Action
Search or write

Client Updated
Triggers when a client is updated
Trigger
Instant
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Invoice Updated
Triggers when a invoice is updated
Trigger
Instant
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New Job Created
Triggers when a job is created.
Trigger
Instant
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Quote Approved
Triggers when a quote is approved
Trigger
Instant
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Quote Sent
Triggers when a quote is sent
Trigger
Instant
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- First Name
- Last Name
- Company Name
- Email Address
- Phone Number
- Street 1
- Street 2
- City
- State/Province
- Country
- Zip/Postal Code
Action
Write
- ClientRequired
- Title
- Instructions
- Start Date (yyyy-mm-dd)
- Create VisitsRequired
- Start Time (hh:mm:ss)
- End Time (hh:mm:ss)
- Invoicing ScheduleRequired
- Number of line itemsRequired
Action
Write
- Request IDRequired
- MessageRequired
Action
Write
- Client Search Term (eg. name, email, or company name)
Action
Search
- Notebook
Trigger
Polling
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- Notebook
Trigger
Polling
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- TagsRequired
- NoteRequired
Action
Write
- NotebookRequired
- Make links public
- TitleRequired
- ContentRequired
- Tags
- Reminder Time
- Reminder Done Time
- Attachment
- Source Url
Action
Write
- NameRequired
Action
Write
- NameRequired
- Notebook
Action
Search
- NameRequired
- Notebook
Action
Search or write

About Evernote

Evernote is a powerful note taking application that makes it easy to capture ideas, images, contacts, and anything else you need to remember. Bring your life's work together in one digital workspace—available on all major mobile platforms and devices. Using Evernote for work? See Evernote Business.

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