Capsule CRM + JobNimbus
Create notes in Capsule CRM entities for new JobNimbus activities
Effortlessly keep track of your activities from JobNimbus within Capsule CRM by setting up this efficient workflow. Whenever a new activity is created in JobNimbus, this automation will add a note to the related entity in Capsule CRM, ensuring all relevant information is readily available in your CRM system. Save time, eliminate manual data entry, and stay organized with this seamless integration.
Effortlessly keep track of your activities from JobNimbus within Capsule CRM by setting up this efficient workflow. Whenever a new activity is created in JobNimbus, this automation will add a note to the related entity in Capsule CRM, ensuring all relevant information is readily available in your CRM system. Save time, eliminate manual data entry, and stay organized with this seamless integration.
- When this happens...Job Created, Modified or Deleted
Trigger when a new job is created, modified or deleted.
- automatically do this!Add Note to Entity
Adds a Note to an Entity.
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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
