JobNimbus + OneNote
Create OneNote notes for new JobNimbus activities
Keep your team updated on project progress with this powerful JobNimbus-OneNote automation. Every time an activity is created in JobNimbus, a new note will be generated in OneNote, ensuring important updates are recorded in one centralized location. Boost collaboration and productivity while streamlining your project management process.
Keep your team updated on project progress with this powerful JobNimbus-OneNote automation. Every time an activity is created in JobNimbus, a new note will be generated in OneNote, ensuring important updates are recorded in one centralized location. Boost collaboration and productivity while streamlining your project management process.
- When this happens...
- automatically do this!Create Note
Create a new note in the "Quick Notes" section of your default notebook.
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FilterRequired
Try ItFileRequired
FilenameRequired
Related IdRequired
Attachment Type
Description
External ID
Display NameRequired
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 Line 1
Address Line 2
City
State Text
Zip
Created By Name
Date Created
Date Start
Date End
Tags
External Id
IdRequired
Display NameRequired
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 Line 1
Address Line 2
City
State Text
Zip
Created By Name
Date Created
Date Start
Date End
Tags
External Id
FilterRequired
Try ItFirst 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 Line 1
Address Line 2
City
State Text
Zip
Created By Name
Date Created
Date Start
Date End
Tags
External Id
IdRequired
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 Line 1
Address Line 2
City
State Text
Zip
Created By Name
Date Created
Date Start
Date End
Tags
External Id
NameRequired
Primary Contact IdRequired
Address Line 1Required
Address Line 2
CityRequired
State TextRequired
ZipRequired
Country Name
Tags
Date Created
Date Start
Date End
Job Type
Status Name
External Id
About JobNimbus
JobNimbus CRM + Project Management for the service industry.
