Log client notes when bookings change

When an appointment is rescheduled or canceled in Jobber, instantly append a note with the updated details in DocuMerge.

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

DocuMerge Explore DocuMerge →

Triggers

New note created

Fires when a new note or document is created in DocuMerge.

Note updated

Fires when an existing note or document changes in DocuMerge.

Document viewed or shared

Fires when a document in DocuMerge is viewed or shared with someone.

Actions

Create a document from a template

Generates a new document in DocuMerge from a saved template.

Create or append to a note

Creates a note in DocuMerge or adds text to an existing one.

Convert a document to PDF

Converts a file in DocuMerge to PDF.

Publish or share a document

Publishes a document from DocuMerge or shares it by link.

Jobber Explore Jobber →

Triggers

New booking made

Fires when a new booking or appointment is made in Jobber.

Booking rescheduled or canceled

Fires when a booking in Jobber is changed or canceled.

New customer

Fires when a new customer books for the first time in Jobber.

Actions

Create a booking

Creates a new booking or appointment in Jobber.

Cancel or reschedule a booking

Cancels or moves a booking in Jobber.

Create or update a customer

Creates or updates a customer record in Jobber.

Add the booking to a calendar

Adds a booking from Jobber to a connected calendar.

Generate meeting documents for new appointments Whenever a client schedules a session in Jobber, automatically create a pre-filled client document from a template in DocuMerge. See details

Schedule a follow-up session after document signing Once a client signs a contract in DocuMerge, automatically create a booking in Jobber to get their kickoff call on the calendar. See details

See all DocuMerge + Jobber integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Log client notes when bookings change” between DocuMerge and Jobber?

Yes — describe it in the box above and Knit's Integrations Agent researches DocuMerge and Jobber's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

How does connecting DocuMerge and Jobber help with client onboarding?

You can automatically generate tailored contracts or intake documents in DocuMerge the moment a client books a session in Jobber, saving time before every meeting.

Can booking changes in Jobber update existing notes in DocuMerge?

Yes, when a client reschedules or cancels in Jobber, you can automatically update or append details to the client's record in DocuMerge.