Documint + JobNimbus integrations
Create documents in Documint for new activities added in JobNimbus
Efficiently manage your documentation process with this workflow. When a new activity is created in JobNimbus, a document will be generated in Documint, streamlining your work and saving you time. Stay organized and increase productivity by automating the document creation process between JobNimbus and Documint.
- When this happens...Job Created, Modified or DeletedTrigger when a new job is created, modified or deleted.
- automatically do this!Create DocumentCreates a document by merging your data into your Documint template.
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More things you can do with JobNimbus and Documint
Discover other triggers and actions you can use with JobNimbus and Documint
- FilterRequired
Try ItTriggerInstant- FileRequired
- FilenameRequired
- Related IdRequired
- Attachment Type
- Description
- External ID
ActionWrite- 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_line1
- Address_line2
- City
- State_text
- Zip
- Created_by_name
- Date_created
- Date_start
- Date_end
- Tags
- External_id
ActionWrite- 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_line1
- Address_line2
- City
- State_text
- Zip
- Created_by_name
- Date_created
- Date_start
- Date_end
- Tags
- External_id
ActionWrite
- FilterRequired
Try ItTriggerInstant- 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_line1
- Address_line2
- City
- State_text
- Zip
- Created_by_name
- Date_created
- Date_start
- Date_end
- Tags
- External_id
ActionWrite- 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_line1
- Address_line2
- City
- State_text
- Zip
- Created_by_name
- Date_created
- Date_start
- Date_end
- Tags
- External_id
ActionWrite- NameRequired
- Primary_contact_idRequired
- Address_line1Required
- Address_line2
- CityRequired
- State_textRequired
- ZipRequired
- Country_name
- Tags
- Date_created
- Date_start
- Date_end
- Job Type
- Status_name
- External_id
ActionWrite
Documint is a document creation service which cuts transaction document creation time down from minutes or hours to seconds.
Related categories
JobNimbus CRM + Project Management for the service industry.
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