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Autotask + JobNimbus

Autotask + JobNimbus

Autotask + JobNimbus integrations

Create Autotask opportunities from new JobNimbus activities

Elevate your sales process by connecting JobNimbus and Autotask through this efficient workflow. When a new activity is created in JobNimbus, an opportunity is generated in Autotask, ensuring no potential deal is overlooked and keeping your team organized. Enhance productivity and streamline your business processes with this seamless connection.

  1. When this happens...
     logo
     logo
  2. automatically do this!
    Create Opportunity
    Create Opportunity
    Create OpportunityTriggers when a new opportunity is found.
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More things you can do with JobNimbus and Autotask

Discover other triggers and actions you can use with JobNimbus and Autotask

    • Filter
      Required
    Trigger
    Instant
    Try It
    • File
      Required
    • Filename
      Required
    • Related Id
      Required
    • Attachment Type
    • Description
    • External ID
    Action
    Write
    • Id
      Required
    • First_name
    • Last_name
    • Company
    • Email
    • Contact Type
    • Status_name
    • Source_name
    • Description
    • Sales_rep_name
    • Home_phone
    • Mobile_phone
    • Work_phone
    • Fax_number
    • Website
    • Address_line1
    • Address_line2
    • City
    • State_text
    • Zip
    • Created_by_name
    • Date_created
    • Date_start
    • Date_end
    • Tags
    • External_id
    Action
    Write
    • Display_name
      Required
    • First_name
    • Last_name
    • Company
    • Email
    • Contact Type
    • Status_name
    • Source_name
    • Description
    • Sales_rep_name
    • Home_phone
    • Mobile_phone
    • Work_phone
    • Fax_number
    • Website
    • Address_line1
    • Address_line2
    • City
    • State_text
    • Zip
    • Created_by_name
    • Date_created
    • Date_start
    • Date_end
    • Tags
    • External_id
    Action
    Write
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About Autotask
Autotask provides an IT business management solution that combines service desk, CRM, projects, time and expense, billing and more.
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jobnimbus logo
About JobNimbus
JobNimbus CRM + Project Management for the service industry.
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