JobNimbus + Dispatch Integrations

How to connect JobNimbus + Dispatch

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Supported triggers and actions

What does this mean?

Activity Created
Trigger when a new activity is created.
Trigger
Instant
Contact Created, Modified or Deleted
Trigger when a new contact is created, modified or deleted.
Trigger
Instant
Job Created, Modified or Deleted
Trigger when a new job is created, modified or deleted.
Trigger
Instant
Create Attachment
Creates a new attachment.
Action
Write
Create Contact (Legacy)
Creates a new contact.
Action
Write
Create Contact
Creates a new contact with Display Name.
Action
Write
Update Contact (Legacy)
Update an existing contact.
Action
Write
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
Dispatch
Triggers when an update is made to Dispatch.
Instant
Trigger
Dispatch
Send a payload to the inbound connector.
Scheduled
Action
Dispatch
Creates or Updates a appointment.
Scheduled
Action
Dispatch
Creates or Updates a New Invoice or Estimate. This action will also auto-create Product/Service catalog items on the fly if they do not exist already.
Scheduled
Action
Dispatch
Creates or Updates Products and Services.
Scheduled
Action
Dispatch
Creates or Updates a Calendar Event.
Scheduled
Action
Dispatch
Creates or Updates a customer.
Scheduled
Action
Dispatch
Updates the offer status for an organization e.g.
Scheduled
Action
Dispatch
Create or Update a job.
Scheduled
Action
Dispatch
Creates or Updates a Job Offer. This requires elevated privileges i.e. authentication using the "Client ID" - if you require access to this API please reach out to
Scheduled
Action
Dispatch
Creates a new note.
Scheduled
Action
Dispatch
Creates or Updates an organization. This requires elevated privileges i.e. authentication using the "Client ID" - if you require access to this API please reach out to
Scheduled
Action
Dispatch
Sends an organization an offer reminder.
Scheduled
Action
Dispatch
Creates or Updates a user (field worker or dispatcher).
Scheduled
Action
Dispatch
Finds an existing appointment.
Scheduled
Action
Dispatch
Finds an existing Invoice or Estimate.
Scheduled
Action
Dispatch
Finds an existing product or service.
Scheduled
Action
Dispatch
Finds an existing customer.
Scheduled
Action
Dispatch
Finds an existing job.
Scheduled
Action
Dispatch
Finds an existing job offer.
Scheduled
Action
Dispatch
Finds an existing organization. If you only dispatch jobs to a single organization you will not need to use this search as the organization will default.
Scheduled
Action
Dispatch
Finds an existing technician or dispatcher.
Scheduled
Action

How JobNimbus + Dispatch Integrations Work

Step 1: Authenticate JobNimbus and Dispatch.
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.