Fieldnotes + JobNimbus

Fieldnotes + JobNimbus integrations

Create Fieldnotes contacts from new JobNimbus activities

Seamlessly connect JobNimbus and Fieldnotes with this efficient workflow. When a new activity is created in JobNimbus, this automation will update or add the associated contact in Fieldnotes, ensuring your data stays consistent and up-to-date across both platforms. Save time and effort, and focus on more important tasks while this integration handles the contact management for you.

When this happens...
Job Created, Modified or DeletedTrigger when a new job is created, modified or deleted.
TriggerInstant
automatically do this!
Update or Add ContactUpdate if the contact exists, if not, add as a new contact. (Uses First Name and Last Name to identify the contact).
ActionWrite

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More things you can do with JobNimbus and Fieldnotes

Discover other triggers and actions you can use with JobNimbus and Fieldnotes

- Filter
  Required
Trigger
Instant
Try It
- File
  Required
- Filename
  Required
- Related Id
  Required
- Attachment Type
- Description
- External ID
Action
Write
- Id
  Required
- 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
Action
Write
- Display_name
  Required
- 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
Action
Write
- Email
  Required
Action
Search

New AI Status
Triggers when AI status of the contact is changed.
Trigger
Instant
Try It
- Time Duration (minutes)
Trigger
Polling
Try It

New or Updated Meeting Note
Triggers when you add or update a meeting note.
Trigger
Instant
Try It
New or Updated Transaction
Triggers when you add or update a transaction.
Trigger
Instant
Try It
- Contact GUID
- Note
  Required
- First Name
- Last Name
- Email
- Phone
- Note Type
- Added For Touchpoint
Action
Write
- Contact Guid
- First Name
- Last Name
- Email
- Phone
Action
Search

- Filter
  Required
Trigger
Instant
Try It
- 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
Action
Write
- Id
  Required
- Display_name
  Required
- 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
Action
Write
- Name
  Required
- Primary_contact_id
  Required
- Address_line1
  Required
- Address_line2
- City
  Required
- State_text
  Required
- Zip
  Required
- Country_name
- Tags
- Date_created
- Date_start
- Date_end
- Job Type
- Status_name
- External_id
Action
Write
- ID
  Required
Action
Search
- Time Duration (minutes)
Trigger
Polling
Try It
New Conversation
Triggers when the conversation is added.
Trigger
Instant
Try It
- Time Duration (minutes)
Trigger
Polling
Try It
- First Name
  Required
- Last Name
- Spouse Name
- Email
- Profession
- Birthday
- Phone
- Family Profile
- Relationship Status
- Referral Source
- Current Address Or Neighborhood
- Target Area Or Neighborhood
- Buyer Or Seller
- Goal
- Target Price
- Client Profile
- Notes
- Local
- Preferred Communication Style
- Alt Phone
- Spouse Email
- Spouse Phone
- Alt Email
- Group
- Sphere Multi Select
- Kids
- Property Address
- Property City
- Property State
- Property Zip
- Label
- Sphere
- Special Wants And Needs
- Bedroom
- Bathroom
- Referral
- Lender
- Spouse Birthday
- Wedding Anniversary
- Company
- Other Date
- Kid Name 1
- Kid Birthday 1
- Kid Phone 1
- Kid Name 2
- Kid Birthday 2
- Kid Phone 2
- Kid Name 3
- Kid Birthday 3
- Kid Phone 3
- Kid Name 4
- Kid Birthday 4
- Kid Phone 4
- Kid Name 5
- Kid Birthday 5
- Kid Phone 5
- Contact Owner Email
Action
Write
- First Name
  Required
- Last Name
- Email
- Phone
- Profession
- Birthday
- Family Profile
- Relationship Status
- Referral Source
- Buyer Or Seller
- Goal
- Client Profile
- Notes
- Local
- Preferred Communication Style
- Special Wants And Needs
- Spouse Name
- Bedroom
- Bathroom
- Alt Phone
- Label
- Group
- Target Price
- Spouse Email
- Spouse Phone
- Lender
- Alt Email
- Sphere Multi Select
- Property Address
- Property City
- Property State
- Property Zip
- Spouse Birthday
- Wedding Anniversary
- Company
- Other Date
- Kid Name 1
- Kid Birthday 1
- Kid Phone 1
- Kid Name 2
- Kid Birthday 2
- Kid Phone 2
- Kid Name 3
- Kid Birthday 3
- Kid Phone 3
- Kid Name 4
- Kid Birthday 4
- Kid Phone 4
- Kid Name 5
- Kid Birthday 5
- Kid Phone 5
- Contact Owner Email
- Current Address Or Neighborhood
- Target Area Or Neighborhood
- Kids
- Sphere
- Referral
Action
Write

About Fieldnotes

Fieldnotes is a minimalistic self-learning CRM platform that updates contacts, manages transaction deadlines, and handles data entry.

HelpHelp

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CRM (Customer Relationship Management)

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About JobNimbus

JobNimbus CRM + Project Management for the service industry.