CallRail + JobNimbus Integrations

How to connect CallRail + JobNimbus

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Supported triggers and actions

What does this mean?

Phone Call Completed
Triggers when an inbound phone call is completed and includes post call fields (e.g. recording URL, duration, etc.).
Trigger
Instant
Phone Call Marked as Spam
Triggers when a phone call is marked as "Spam".
Trigger
Instant
Phone Call Started
Triggers when an inbound phone call is started.
Trigger
Instant
Phone Call Tagged
Triggers when a phone call is tagged.
Trigger
Instant
Company Created
Triggers when a new Company is created.
Trigger
Instant
Form Captured
Triggers when a form is captured.
Trigger
Instant
Form Capture Tagged
Triggers when a form capture is tagged.
Trigger
Instant
Outbound Call Completed
Triggers when an outbound call finishes.
Trigger
Instant
CallRail
Triggers when a Session Tracker is created.
Instant
Trigger
CallRail
Triggers when an SMS message is received.
Instant
Trigger
CallRail
Triggers when an SMS message is sent.
Instant
Trigger
CallRail
Triggers when a Source Tracker is created.
Instant
Trigger
CallRail
Triggers when a User is created.
Instant
Trigger
JobNimbus
Trigger when a new activity is created.
Instant
Trigger
JobNimbus
Trigger when a new contact is created, modified or deleted.
Instant
Trigger
JobNimbus
Trigger when a new job is created, modified or deleted.
Instant
Trigger
JobNimbus
Creates a new attachment.
Scheduled
Action
JobNimbus
Creates a new contact.
Scheduled
Action
JobNimbus
Creates a new contact with Display Name.
Scheduled
Action
JobNimbus
Update an existing contact.
Scheduled
Action
JobNimbus
Update an existing contact with Display Name.
Scheduled
Action
JobNimbus
Search for a JobNimbus contact by Email.
Scheduled
Action
JobNimbus
Search for a JobNimbus contact by ID.
Scheduled
Action

How CallRail + JobNimbus Integrations Work

Step 1: Authenticate CallRail and JobNimbus.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.