How to connect DocuSign + JobNimbus
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- Envelope Sent or CompletedTriggers when an envelope is sent or completed. When this step triggers, Zapier will temporarily store documents in your envelope for processing and replaying in later Zap steps and data associated with the selected envelope. Zapier will only fetch data and documents for envelope types that have been selected.Trigger
- New FolderTriggers when a new folder is created.Trigger
- Create Signature RequestCreates a signature request.Action
- Activity CreatedTrigger when a new activity is created.Trigger
- Contact Created, Modified or DeletedTrigger when a new contact is created, modified or deleted.Trigger
- Job Created, Modified or DeletedTrigger when a new job is created, modified or deleted.Trigger
- Create AttachmentCreates a new attachment.Action
- Create Contact (Legacy)Creates a new contact.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 DocuSign + JobNimbus Integrations Work
- Step 1: Authenticate DocuSign 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.
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