Special workflows for Jobber.
Each scenario shows the trigger, the Volimox handoff, and the human checkpoint. These are concrete workflow blueprints, not a claim that every connection is live today.
Inbound request to Jobber client
Turn a service inquiry into a Jobber client and request without retyping the intake.
Starts when
Volimox qualifies a customer request for a service business.
Result
A service request becomes a visible Jobber work item with its source context.
Volimox workflow
- 01Volimox finds or creates the Jobber client with the verified contact details.
- 02Volimox creates a request or quote with the service, location, and timing context.
- 03The operator reviews the quote path and schedules the next customer contact.
Human checkpoint
Customer matching and required service fields are checked before Jobber writes.
Approved quote to scheduled job
Move an approved Jobber quote into the next service operation.
Starts when
Jobber reports a quote approval or appointment schedule for a linked customer.
Result
The approved request moves cleanly from sales intake into service delivery.
Volimox workflow
- 01Volimox matches the event to the lead and preserves the provider reference.
- 02Volimox creates or updates the job and stores the scheduled time.
- 03The operator approves the customer confirmation or dispatch handoff.
Human checkpoint
Quote state and customer identity must be verified before creating a job.
Supported triggers and actions.
A trigger starts the workflow. An action is the controlled operation Volimox performs after the rules pass.
Triggers
- Client created
- Quote approved
- Job updated
- Appointment scheduled
Actions
- Create client
- Create request
- Create quote
- Create job
Detailed connection code.
This server-side TypeScript reference follows the same connection → action → mapped input pattern used by modern automation platforms. Provider credentials remain inside the approved connection; browser code never receives them.
TypeScript · server only
Create a Jobber client
import { createZapierSdk } from "@zapier/zapier-sdk"
const zapier = createZapierSdk({
apiKey: process.env.ZAPIER_API_KEY,
})
export async function runJobberAction() {
const { data: connection } = await zapier.findFirstConnection({
app: "jobber",
owner: "me",
})
if (!connection) {
throw new Error("No approved Jobber connection was found")
}
const result = await zapier.runAction({
app: "jobber",
action: "clientCreate",
connection: connection.id,
input:
{
"firstName": "{{lead.firstName}}",
"lastName": "{{lead.lastName}}",
"email": "{{lead.email}}",
"phone": "{{lead.phone}}",
"address": "{{lead.serviceAddress}}",
"source": "Volimox"
},
})
return result.data
}Connection setup.
The setup path is specific to the provider. We will never ask you to paste credentials into a public page.
Jobber OAuth
A reviewable connection, step by step.
- 01Jobber developer app authorization
- 02Choose required scopes
- 03Configure webhook endpoint
This app is cataloged and its workflow contract is defined. We will enable the connection after provider access and sandbox verification.
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