Fieldnotes + JobNimbus
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.
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 Deleted
Trigger when a new job is created, modified or deleted.
- automatically do this!Update or Add Contact
Update if the contact exists, if not, add as a new contact. (Uses First Name and Last Name to identify the contact).
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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
