Skip to main content

Get Support
Have a question? Let's get you an answer!

How Do I...? Troubleshooting Code & Webhooks Developer Zone

Other Help Resources
Wait, there's more! Check out these Community sourced spaces for additional resources.

Zapier Help Center Hire an Expert

Learning Resources
All of our best learning resources can be found here.

Featured Articles Show & Tell Zapier's products AI Hub Zapier Tools Hub

Share your knowledge
Give back to the Community by sharing your automation wins and helping to answer questions.

Share your success See unanswered questions User Groups

Other Learning Resources
Some of our favorite additional ways to upskill your Zapier knowledge.

Zapier Learn Zapier Blog Zapier Webinars

Product Updates
Check out what is new and upcoming with Zapier with our regular product updates.

Product Updates

Early Access Program
Want to join Early Access? Learn more here.

I’m wondering if there’s a way to automate the creation of notes directly on Quotes and Jobs in Jobber using Zapier. Currently, Zapier’s Jobber integration only supports adding notes to Requests, but not to Quotes or Jobs. This limitation is making it difficult for us to fully automate our workflow and ensure all important job or quote specific instructions are organized and attached where needed.

Is it possible to add actions to the Jobber integration in Zapier for:

  • Creating a note on a Quote?

  • Creating a note on a Job?

If not, are there any plans to support these actions soon, or any recommended workarounds for achieving this level of automation?

This functionality would be a huge help for service-based teams like ours who rely on automated, reliable workflows.

Thanks in advance for any insights or updates!

​@Pelect I haven’t used Jobber before, but I took a quick look at their API docs, and I’m pretty sure adding notes to Quotes and Jobs should be possible via API, since it’s a fairly flexible GraphQL API and the notes field exists on both those objects. 
 

You should be able to accomplish this either using the Webhooks action in Zapier, or a Zapier Function or custom integration, which would be more secure. If you haven’t worked with GraphQL before, it can be a bit tricky until you get the hang of it, but I can give you some pointers. 
 

Hope this helps!

Terms & ConditionsAccessibility statement