Billit + JobNimbus
Create customers in Billit from new activities in JobNimbus
Effortlessly streamline your customer management process between JobNimbus and Billit with this workflow. When a new activity is created in JobNimbus, a customer will be generated in Billit, saving you time and ensuring accurate information transfer between the two platforms. Stay organized and boost efficiency by automating this essential task.
Effortlessly streamline your customer management process between JobNimbus and Billit with this workflow. When a new activity is created in JobNimbus, a customer will be generated in Billit, saving you time and ensuring accurate information transfer between the two platforms. Stay organized and boost efficiency by automating this essential task.
- When this happens...Contact Created, Modified or Deleted
Trigger when a new contact is created, modified or deleted.
- automatically do this!Create Customer
This action will create a customer in Billit
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FilterRequired
Try ItFileRequired
FilenameRequired
Related IdRequired
Attachment Type
Description
External ID
Display NameRequired
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 Line 1
Address Line 2
City
State Text
Zip
Created By Name
Date Created
Date Start
Date End
Tags
External Id
IdRequired
Display NameRequired
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 Line 1
Address Line 2
City
State Text
Zip
Created By Name
Date Created
Date Start
Date End
Tags
External Id
FilterRequired
Try ItFirst 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 Line 1
Address Line 2
City
State Text
Zip
Created By Name
Date Created
Date Start
Date End
Tags
External Id
IdRequired
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 Line 1
Address Line 2
City
State Text
Zip
Created By Name
Date Created
Date Start
Date End
Tags
External Id
NameRequired
Primary Contact IdRequired
Address Line 1Required
Address Line 2
CityRequired
State TextRequired
ZipRequired
Country Name
Tags
Date Created
Date Start
Date End
Job Type
Status Name
External Id
