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  • Cloze logoCloze logo

JobNimbus + Cloze Integrations

How to connect JobNimbus + Cloze

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  • JobNimbus triggers, actions, and search
    Activity Created
    Trigger when a new activity is created.
    Trigger
    Instant
  • JobNimbus triggers, actions, and search
    Contact Created, Modified or Deleted
    Trigger when a new contact is created, modified or deleted.
    Trigger
    Instant
  • JobNimbus triggers, actions, and search
    Job Created, Modified or Deleted
    Trigger when a new job is created, modified or deleted.
    Trigger
    Instant
  • JobNimbus triggers, actions, and search
    Create Attachment
    Creates a new attachment.
    Action
    Write
  • JobNimbus triggers, actions, and search
    Create Contact (Legacy)
    Creates a new contact.
    Action
    Write
  • JobNimbus triggers, actions, and search
    Create Contact
    Creates a new contact with Display Name.
    Action
    Write
  • JobNimbus triggers, actions, and search
    Update Contact (Legacy)
    Update an existing contact.
    Action
    Write
  • JobNimbus triggers, actions, and search
    Update Contact
    Update an existing contact with Display Name.
    Action
    Write
  • JobNimbus

    Search for a JobNimbus contact by Email.

    Scheduled

    Action

  • JobNimbus

    Search for a JobNimbus contact by ID.

    Scheduled

    Action

  • Cloze

    Triggers when a company is changed. Triggers on the major timeline audited changes like Segment, Stage, Step, Step Assignee or Custom Field changes.

    Instant

    Trigger

  • Cloze

    Triggers when a person is changed. Triggers on the major timeline audited changes like Segment, Stage, Step, Assignee or Custom Field changes.

    Instant

    Trigger

  • Cloze

    Triggers when a project is changed. Triggers on the major timeline audited changes like Segment, Stage, Step, Assignee or Custom Field changes.

    Instant

    Trigger

  • Cloze

    Create a new communication record (email or call).

    Scheduled

    Action

  • Cloze

    Creates a company.

    Scheduled

    Action

  • Cloze

    Creates a new timeline event e.g. "Ticket Closed" or "Invoice Sent".

    Scheduled

    Action

  • Cloze

    Create or update a note.

    Scheduled

    Action

  • Cloze

    Creates or updates a person.

    Scheduled

    Action

  • Cloze

    Creates or updates a project.

    Scheduled

    Action

  • Cloze

    Creates a new ToDo.

    Scheduled

    Action

How JobNimbus + Cloze Integrations Work

  1. Step 1: Authenticate JobNimbus and Cloze.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
jobnimbus logo
jobnimbus logo

About JobNimbus

JobNimbus CRM + Project Management for the service industry.
Learn more
cloze logo
cloze logo

About Cloze

Cloze is like a personal assistant for your professional relationships that is always prompting you at the right moment, and remembering what you don’t. It’s the no-work way to see everything about your contacts in one place. Email, phone calls, meetings, notes, follow-ups and social.
Learn more

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