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Set up your first integration

Quickly connect FileInvite to JobNimbus with a Zapier template.

Our most popular template

Create FileInvite persons for new JobNimbus activities
Details
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JobNimbus + FileInvite
Create invites in FileInvite for new activities in JobNimbus
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JobNimbus + FileInvite

Create FileInvite persons for new JobNimbus activities

JobNimbus + FileInvite

Create invites in FileInvite for new activities in JobNimbus

JobNimbus + FileInvite

How Zapier works

Zapier makes it easy to integrate FileInvite with JobNimbus - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Person" from FileInvite.

Add your action

An action happens after the trigger—such as "Create Attachment" in JobNimbus.

You’re connected!

Zapier seamlessly connects FileInvite and JobNimbus, automating your workflow.

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your FileInvite to JobNimbus integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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Connect FileInvite and JobNimbus to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Integration categories

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

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Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

triggers, actions, or triggers and actions

New Person
Triggers when a new person is created.
Trigger
Instant
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- First Name
  Required
- Last Name
  Required
- Email Address
  Required
- Phone
- Address 1
- Address 2
- City
- State
- Country
- Zip Code
Action
Write
- Filter
  Required
Trigger
Instant
Try It
- File
  Required
- Filename
  Required
- Related Id
  Required
- Attachment Type
- Description
- External ID
Action
Write
- Id
  Required
- First Name
  Required
- Last Name
  Required
- 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
  Required
- Last Name
  Required
- 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
Action
Search

New Invite
Triggers when a new FileInvite is created/sent.
Trigger
Instant
Try It
- Fileinvite Template
  Required
- Contact Email
  Required
- Due Date Offset
  Required
- Invite Status
  Required
Action
Write
- Filter
  Required
Trigger
Instant
Try It
- First Name
  Required
- Last Name
  Required
- 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
  Required
- Last Name
  Required
- 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
- Address_line2
- City
- State_text
- Zip
- Country_name
- Tags
- Date_created
- Date_start
- Date_end
- Contact Type
- Status_name
- External ID
Action
Write
- ID
  Required
Action
Search

About FileInvite

FileInvite helps you collect documentation. Request files from clients, and the work to chase and collect them is fully automated for you.

Related categories

About JobNimbus

JobNimbus CRM + Project Management for the service industry.

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Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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