JobNimbus + Keap Integrations

How to connect JobNimbus + Keap

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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
Keap
Triggers when a tag is added to a contact the first time.
Scheduled
Trigger
Keap
Triggers when a new contact is created.
Instant
Trigger
Keap
Triggers when a new credit card charge is made. (Merchant Only).
Instant
Trigger
Keap
Triggers when a new invoice is created.
Instant
Trigger
Keap
Triggers when a New Manual Payment is added. (Cash or Check).
Instant
Trigger
Keap
Triggers when any payment is made regardless of the payment type. Credit Card Payments, Cash Payments, and Check Payments.
Instant
Trigger
Keap
Triggers when a new task is created.
Instant
Trigger
Keap
Triggers when an existing contact is updated.
Instant
Trigger
Keap
Creates a Company
Scheduled
Action
Keap
Creates a new invoice
Scheduled
Action
Keap
Creates a new note on a contact record
Scheduled
Action
Keap
Creates a new task on a contact
Scheduled
Action
Keap
Add a product to an already existing Invoice
Scheduled
Action
Keap
Apply tags to a contact.
Scheduled
Action
Keap
Creates a new contact or updates an existing contact.
Scheduled
Action
Keap
Find a Contact.
Scheduled
Action
Keap
Search for a company by name
Scheduled
Action
Keap
Search for a company by name
Scheduled
Action

How JobNimbus + Keap Integrations Work

Step 1: Authenticate JobNimbus and Keap.
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.