JobNimbus + Painel do Corretor

JobNimbus + Painel do Corretor integrations

Create new Painel do Corretor deals for JobNimbus activities

Effortlessly streamline your sales process with this powerful workflow. When a new activity is created in JobNimbus, a deal is instantly created in Painel do Corretor, keeping your sales pipeline updated while saving time and reducing the risk of manual data entry errors. Enhance your efficiency and maintain accurate data across both platforms with this seamless integration.

When this happens...
TriggerPolling
automatically do this!
Create DealCreates a new Deal (Negócio).
ActionWrite

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More things you can do with JobNimbus and Painel do Corretor

Discover other triggers and actions you can use with JobNimbus and Painel do Corretor

- 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 Contact
Triggers when a new Contact is created.
Trigger
Instant
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- Title
  Required
- Name
- Email
- Phone
- City
- Tags
- Value
- Description
Action
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 Deal
Triggers when a new Deal (Negócio) is created.
Trigger
Instant
Try It

About JobNimbus

JobNimbus CRM + Project Management for the service industry.

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Related categories

CRM (Customer Relationship Management)

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About Painel do Corretor

The Panel do Corretor is the best CRM and quotation app to insurance brokers!