Cloze + JobNimbus
Create new Cloze communications for JobNimbus activities
Stay organized and easily track your interactions with clients by smoothly connecting JobNimbus and Cloze. With this workflow, when a new activity is created in JobNimbus, it automatically generates a communication in Cloze, ensuring all your customer interactions are logged and easily accessible. Save time and streamline your communication process while keeping your records up to date.
Stay organized and easily track your interactions with clients by smoothly connecting JobNimbus and Cloze. With this workflow, when a new activity is created in JobNimbus, it automatically generates a communication in Cloze, ensuring all your customer interactions are logged and easily accessible. Save time and streamline your communication process while keeping your records up to date.
- When this happens...
- automatically do this!Create Communication
Create a new communication record (email or call).
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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
