JobNimbus + Cloze Integrations
How to connect JobNimbus + Cloze
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Activity CreatedTrigger when a new activity is created.Trigger- Contact Created, Modified or DeletedTrigger when a new contact is created, modified or deleted.Trigger
- Job Created, Modified or DeletedTrigger when a new job is created, modified or deleted.Trigger
- Create AttachmentCreates a new attachment.Action
- Create Contact (Legacy)Creates a new contact.Action
- Create ContactCreates a new contact with Display Name.Action
- Update Contact (Legacy)Update an existing contact.Action
- Update ContactUpdate an existing contact with Display Name.Action
- 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
- Step 1: Authenticate JobNimbus and Cloze.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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