JobsiteOn

Connect with Zapier

How to connect JobsiteOn to thousands of apps through Zapier, including setting up triggers, actions, and common automation recipes.

Ethan Rivera
Written by Ethan RiveraUpdated over a month ago3 min readBeginner

What this guide covers

This guide shows you how to connect JobsiteOn to Zapier, enabling automated workflows between JobsiteOn and thousands of other apps. You will learn how to set up triggers and actions, and see common automation recipes.

Before you begin

Step 1: Connect JobsiteOn to Zapier

  1. Log in to your Zapier account at zapier.com.
  2. Search for JobsiteOn in the app directory.
  3. Click Connect and sign in to your JobsiteOn account.
  4. Authorize Zapier to access your workspace data.

Screenshot: The Zapier app directory showing the JobsiteOn card with a Connect button and a list of available triggers and actions.

Available triggers

Triggers fire when something happens in JobsiteOn:

Trigger Fires when
New Contact A new contact is created
New Job A new job is created
Job Completed A job is marked as completed
Invoice Created A new invoice is created
Payment Received A payment is recorded
New Request A customer submits a request

Available actions

Actions create or update data in JobsiteOn:

Action What it does
Create Contact Creates a new contact in JobsiteOn
Create Job Creates a new job
Update Job Status Changes a job's status
Create Invoice Creates a new invoice

Step 2: Create a Zap

  1. In Zapier, click Create Zap.
  2. Choose JobsiteOn as the trigger app.
  3. Select a trigger event (e.g., "Payment Received").
  4. Choose the action app (e.g., Google Sheets, Slack, Mailchimp).
  5. Configure the action (e.g., add a row to a spreadsheet).
  6. Test and turn on the Zap.

Animation: Building a Zap step by step: selecting JobsiteOn as the trigger, choosing Payment Received, selecting Slack as the action, and configuring a Slack message.

Tip: Start with one or two simple Zaps and add more as you get comfortable. Complex multi-step Zaps are powerful but harder to debug.

Note: Zapier has different plan tiers with varying limits on the number of Zaps and task runs per month. Check your Zapier plan for limits.

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