SureForms Jobber

Update client records when survey responses change

When a client updates their survey details in SureForms, update their customer record in Jobber so hosts have current information.

Try:

See all SureForms + Jobber integrations or talk to a human

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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.

SureForms Explore SureForms →

Triggers
New form response

Fires when a form is submitted in SureForms.

Survey completed

Fires when a respondent finishes a survey in SureForms.

Response updated

Fires when an existing response is edited in SureForms.

Actions
Create or update form

Creates or updates a form or survey in SureForms.

Retrieve a response

Looks up a specific form response in SureForms.

Add a respondent

Adds a respondent or contact to a form in SureForms.

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.

Schedule appointments directly from intake form submissions When a user submits a qualifying response in SureForms, automatically create a booking in Jobber with their submitted contact details. See details
Send intake questionnaires when appointments are scheduled When a new customer books in Jobber, add them as a respondent in SureForms so they receive a pre-meeting survey. See details

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

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FAQ

Common questions

Can Knit build “Update client records when survey responses change” between SureForms and Jobber?

Yes — describe it in the box above and Knit's Integrations Agent researches SureForms 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 linking SureForms and Jobber streamline appointment booking?

When clients complete intake surveys in SureForms, their details are passed into Jobber to automatically create appointment bookings.

Can new bookings in Jobber send intake forms in SureForms?

Yes, booking a new meeting in Jobber can add the client as a respondent in SureForms so intake forms go out ahead of time.

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