Copper + JobNimbus
Create or update Copper opportunities when new JobNimbus activities are created
Effortlessly keep track of new activities in your JobNimbus account by updating the corresponding opportunities in Copper. With this automation, whenever a new activity is created in JobNimbus, the opportunity in Copper will be updated or created, ensuring your sales pipeline remains accurate and up-to-date. Streamline your workflow and maintain consistent records across platforms without any manual intervention.
Effortlessly keep track of new activities in your JobNimbus account by updating the corresponding opportunities in Copper. With this automation, whenever a new activity is created in JobNimbus, the opportunity in Copper will be updated or created, ensuring your sales pipeline remains accurate and up-to-date. Streamline your workflow and maintain consistent records across platforms without any manual intervention.
- When this happens...Job Created, Modified or Deleted
Trigger when a new job is created, modified or deleted.
- automatically do this!Create/Update Opportunity
Creates or Updates an Opportunity based off of a match criteria.
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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
