Update customer records in your scheduling system upon file upload
When a client uploads a required document to Encircle, automatically update their customer profile in Jobber.
4.9/5 on G2·
Google for Startups Accelerator
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.
Encircle Explore Encircle →
TriggersFires when a new file is uploaded to Encircle.
Fires when a file in Encircle is shared with someone new.
Fires when a folder's contents change in Encircle.
Uploads a file to Encircle.
Creates a new folder in Encircle.
Shares a file from Encircle with a link or user.
Jobber Explore Jobber →
TriggersFires when a new booking or appointment is made in Jobber.
Fires when a booking in Jobber is changed or canceled.
Fires when a new customer books for the first time in Jobber.
Creates a new booking or appointment in Jobber.
Cancels or moves a booking in Jobber.
Creates or updates a customer record in Jobber.
Adds a booking from Jobber to a connected calendar.
More Encircle + Jobber workflows
Generate client folders automatically for new bookings
When a customer makes a new booking in Jobber, create a designated folder in Encircle so onboarding materials are ready.
See details
Share document folders with clients when bookings are confirmed
When a new booking is created in Jobber, share the relevant document folder in Encircle with the customer.
See details
See all Encircle + Jobber integrations → · Browse the full workflow library →
Common questions
Can Knit build “Update customer records in your scheduling system upon file upload” between Encircle and Jobber?
Yes — describe it in the box above and Knit's Integrations Agent researches Encircle 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.
Can client folders in Encircle be created automatically when an appointment is booked in Jobber?
Yes, new bookings in Jobber can instantly create designated client folders in Encircle to store all relevant project documents.
How can file uploads in Encircle manage customer scheduling in Jobber?
Uploading required documents to Encircle can automatically create or update customer profiles in Jobber to prepare them for booking.