FileInvite + JobNimbus
Create FileInvite persons for new JobNimbus activities
Effortlessly streamline your client onboarding process with this JobNimbus-FileInvite workflow. When a new activity is created in JobNimbus, this automation will create a person in FileInvite, saving you time and ensuring that important client information is always up-to-date. Take the hassle out of managing contacts and stay focused on growing your business.
Effortlessly streamline your client onboarding process with this JobNimbus-FileInvite workflow. When a new activity is created in JobNimbus, this automation will create a person in FileInvite, saving you time and ensuring that important client information is always up-to-date. Take the hassle out of managing contacts and stay focused on growing your business.
- When this happens...
- automatically do this!Create Person
Creates a new person.
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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
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.
