Job Nimbus for workflows

Streamline Your Business with Seamless Workflow

Supercharge your business with our all-in-one app designed to manage projects, customers, finances, and mobile workflows—all from one place. Whether you're looking to automate repetitive tasks, reduce costs, or scale operations, this app seamlessly fits into your CRM environment to help you do more with less.

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Detailed Information

Actions

Create Contact

Provide the necessary contact details such as name, email, phone number, and any additional relevant information. The action will create a new contact in Job Nimbus, making it easier to track leads, customers, or project stakeholders.

Get Contact

Provide a contact ID or other identifying details to retrieve specific contact information from Job Nimbus. This action allows you to access essential customer or lead data, ensuring accurate records and seamless integration within your workflows.

Update Contact

This action helps keep customer records up to date, ensuring accurate and consistent information in your CRM.

Create Job

This action helps in efficiently managing work assignments, scheduling, and tracking progress within your workflow.

Update Job

This action is useful for modifying job information, tracking progress, and keeping workflows up to date.

Get Job

This action is useful for tracking job progress, referencing job details, and integrating job data into workflows.

Detailed Information

Triggers

Create Contact

This trigger activates whenever a new contact is created in Job Nimbus. It captures details such as the contact’s name, email, phone number, and associated project.

Create Job

This trigger activates whenever a new job is created in Job Nimbus. It captures details such as the job name, assigned contact, start date, and job status.

Update Job

This trigger activates whenever a job is updated in Job Nimbus. It captures details such as job status, assigned team members, updated deadlines, and project notes.

Update Contact

This trigger activates whenever a contact's details are updated in Job Nimbus. Use this to keep customer records up to date, sync data across platforms, or trigger personalized follow-ups.

Detailed Information

Use Cases

Automated Lead Capture

Automatically create new contacts or jobs in JobNimbus when a lead form is submitted from your website or CRM.

Streamlined Task Assignment

Use workflows to auto-assign tasks to team members when a job stage changes or a new estimate is created.

Real-Time Job Tracking

Instantly update job status or trigger follow-up actions when job details are modified or a document is added.

Simplified Document Management

Automatically generate and attach invoices or estimates to jobs when a project milestone is reached.

Job Nimbus for Workflows

Why Choose Job Nimbus for Workflows?

Automate Job Management
Streamline project creation, updates, and tracking without manual effort
Centralize Team Communication
Keep contacts, tasks, and documents organized in one place.
Boost Operational Efficiency
Trigger actions across systems to save time and reduce errors.

Apps Installation and Integration

Custom Actions

Create Contact

Get Contact

Update Contact

Create Job

Update Job

Get Job

Create Task

Get Task

Update Task

Create Activity

Get Activity

Custom Triggers

Create Contact

Create Job

Update Job

Update Contact

Delete Contact

Delete Job

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