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Fieldnotes + JobNimbus

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.

  1. When this happens...
    Job Created, Modified or Deleted
    Job Created, Modified or Deleted
    Job Created, Modified or DeletedTrigger when a new job is created, modified or deleted.
  2. automatically do this!
    Update or Add Contact
    Update or Add Contact
    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).
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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
    • 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
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About Fieldnotes
Fieldnotes is a minimalistic self-learning CRM platform that updates contacts, manages transaction deadlines, and handles data entry.
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jobnimbus logo
About JobNimbus
JobNimbus CRM + Project Management for the service industry.
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