Follow Up Boss + JobNimbus
Create notes in Follow Up Boss for new JobNimbus activities
Effortlessly stay on top of your tasks and improve client engagement with this workflow between JobNimbus and Follow Up Boss. Whenever a new activity is created in JobNimbus, a note will be generated in Follow Up Boss, ensuring that important information is easily accessible for your team. This seamless integration helps maintain organization and boost productivity, allowing you to focus on delivering the best results for your clients.
Effortlessly stay on top of your tasks and improve client engagement with this workflow between JobNimbus and Follow Up Boss. Whenever a new activity is created in JobNimbus, a note will be generated in Follow Up Boss, ensuring that important information is easily accessible for your team. This seamless integration helps maintain organization and boost productivity, allowing you to focus on delivering the best results for your clients.
- When this happens...
- automatically do this!Create Note
Creates a note on a 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
