JobNimbus + Livespace

JobNimbus + Livespace integrations

Create Livespace person notes from new JobNimbus activities

Keep track of your team's activities and ensure smooth communication between JobNimbus and Livespace with this efficient workflow. Once set up, this automation instantly adds a Person Note in Livespace when a new activity is created in JobNimbus. Streamline your team's performance by sharing crucial information seamlessly and stay up to date on project progress.

When this happens...
TriggerPolling
automatically do this!
Add Person NoteAdds a note to existing person.
ActionWrite

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More things you can do with JobNimbus and Livespace

Discover other triggers and actions you can use with JobNimbus and Livespace

- Filter
  Required
Trigger
Instant
Try It
- File
  Required
- Filename
  Required
- Related Id
  Required
- Attachment Type
- Description
- External ID
Action
Write
- Id
  Required
- 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_line1
- Address_line2
- City
- State_text
- Zip
- Created_by_name
- Date_created
- Date_start
- Date_end
- Tags
- External_id
Action
Write
- Display_name
  Required
- 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_line1
- Address_line2
- City
- State_text
- Zip
- Created_by_name
- Date_created
- Date_start
- Date_end
- Tags
- External_id
Action
Write
- Email
  Required
Action
Search

New Company
Triggers when a new company is added.
Trigger
Polling
Try It
New Deal
Triggers when a new deal is added.
Trigger
Polling
Try It

Change in Deal Status
Triggers when deal status is changed.
Trigger
Polling
Try It
- Company name
  Required
- Tax ID
- Company emails
- Company phones
- Description
- Source
- Website
- Owner user id
- Street
- City
- Post code
- Province code
- Country
- File
- File description
- Force adding new company
- Company additional fields
- Tags to add
- Visibility
Action
Write
- Deal name
  Required
- Company
- Person
- Closing date
- Sales process ID
- Description
- Source
- Owner user id
- File
- File description
- Deal additional fields
- Tags to add
- Visibility
Action
Write
- Deal ID
  Required
- Note
  Required
- Tags
Action
Write
- Person firstname and lastname
  Required
- Person emails
- Person phones
- Company name
- Description
- Position
- Source
- Website
- Owner user id
- Street
- City
- Post code
- Province code
- Country
- File
- File description
- Force adding new person
- Person additional fields
- Company additional fields
- Tags to add
- Visibility
Action
Write
- Task name
  Required
- Date from
- Date to
- Description
- Company
- Person
- Deal
- Responsible user ID
- Type ID
- Status ID
- Is done
- Is private
- Priority
- Additional fields
Action
Write
- Deal
  Required
- Deal name
  Required
- Company
- Person
- Closing date
- Sales process ID
- Description
- Source
- Owner user id
- File
- File description
- Deal additional fields
- Tags to add
- Visibility
- Tags to remove
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Deal name
- Status
- Deal id
Action
Search
- Company name
  Required
- Company tax number
- Company email
- Company phone
- Company id
- Tax ID
- Company emails
- Company phones
- Description
- Source
- Website
- Owner user id
- Street
- City
- Post code
- Province code
- Country
- File
- File description
- Force adding new company
- Company additional fields
- Tags to add
- Visibility
Action
Search or write
- Person first name
- Person last name
- Person emails
- Person phones
- Company name
- Contact id
- Person firstname and lastname
  Required
- Person emails
- Person phones
- Description
- Position
- Source
- Website
- Owner user id
- Street
- City
- Post code
- Province code
- Country
- File
- File description
- Force adding new person
- Person additional fields
- Company additional fields
- Tags to add
- Visibility
Action
Search or write

- Filter
  Required
Trigger
Instant
Try It
- 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_line1
- Address_line2
- City
- State_text
- Zip
- Created_by_name
- Date_created
- Date_start
- Date_end
- Tags
- External_id
Action
Write
- Id
  Required
- Display_name
  Required
- 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_line1
- Address_line2
- City
- State_text
- Zip
- Created_by_name
- Date_created
- Date_start
- Date_end
- Tags
- External_id
Action
Write
- Name
  Required
- Primary_contact_id
  Required
- Address_line1
  Required
- Address_line2
- City
  Required
- State_text
  Required
- Zip
  Required
- Country_name
- Tags
- Date_created
- Date_start
- Date_end
- Job Type
- Status_name
- External_id
Action
Write
- ID
  Required
Action
Search
New Person
Triggers when a new person is added.
Trigger
Polling
Try It
Change in Deal Stage
Triggers when deal stage is changed.
Trigger
Polling
Try It
- Task type
  Required
Trigger
Polling
Try It
- Company ID
  Required
- Note
  Required
- Tags
Action
Write
- Deal ID
  Required
- Cost ID
  Required
- Discount percent
- Description
- Amount
- Price
- Currency
Action
Write
- Deal ID
  Required
- Product ID
  Required
- Discount percent
- Description
- Amount
- Price
- Currency
Action
Write
- Person ID
  Required
- Note
  Required
- Tags
Action
Write
- Company
- Company name
  Required
- Tax ID
- Company emails
- Company phones
- Description
- Source
- Website
- Owner user id
- Street
- City
- Post code
- Province code
- Country
- File
- File description
- Company additional fields
- Tags to add
- Visibility
- Tags to remove
Action
Write
- Person
- Person firstname and lastname
  Required
- Person emails
- Person phones
- Company name
- Description
- Position
- Source
- Website
- Owner user id
- Street
- City
- Post code
- Province code
- Country
- File
- File description
- Person additional fields
- Company additional fields
- Tags to add
- Visibility
- Tags to remove
Action
Write
- Company name
- Company tax number
- Company email
- Company phone
- Company id
Action
Search
- Person first name
- Person last name
- Person emails
- Person phones
- Company name
- Contact id
Action
Search
- Deal name
  Required
- Status
- Deal id
- Company
- Person
- Closing date
- Sales process ID
- Description
- Source
- Owner user id
- File
- File description
- Deal additional fields
- Tags to add
- Visibility
Action
Search or write

About JobNimbus

JobNimbus CRM + Project Management for the service industry.

Learn moreLearn moreHelpHelp

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CRM (Customer Relationship Management)

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About Livespace

Livespace is a sales CRM to help organise your teams,ensuring everyone knows the next step to winning their deals.