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JobNimbus + Painel do Corretor

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.

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.

  1. When this happens...
    JobNimbusJobNimbus
    TriggerScheduled
  2. automatically do this!
    Painel do CorretorPainel do Corretor
    Create Deal

    Creates a new Deal (Negócio).

    ActionWrite
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Supported triggers and actions

What does this mean?
    • FilterRequired

    Trigger
    Instant
    Try It
    • FileRequired

    • FilenameRequired

    • Related IdRequired

    • Attachment Type

    • Description

    • External ID

    Action
    Write
    • 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

    Action
    Write
    • 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

    Action
    Write
    • FilterRequired

    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 Line 1

    • Address Line 2

    • City

    • State Text

    • Zip

    • Created By Name

    • Date Created

    • Date Start

    • Date End

    • Tags

    • External Id

    Action
    Write
    • 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

    Action
    Write
    • 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

    Action
    Write
jobnimbus logo
jobnimbus logo

About JobNimbus

JobNimbus CRM + Project Management for the service industry.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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painel-do-corretor logo
painel-do-corretor logo

About Painel do Corretor

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

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