JobNimbus + PandaDoc Integrations

How to connect JobNimbus + PandaDoc

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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
PandaDoc
Triggers when a document is completed.
Instant
Trigger
PandaDoc
Triggers when a document status changes to draft, sent, viewed, completed, paid, etc.
Instant
Trigger
PandaDoc
Triggers when a document is paid.
Instant
Trigger
PandaDoc
Triggers when a document is sent.
Instant
Trigger
PandaDoc
Creates an attachment for document.
Scheduled
Action
PandaDoc
Create a new contact in PandaDoc
Scheduled
Action
PandaDoc
Creates a document from a template.
Scheduled
Action
PandaDoc
Create a new contact or update an existing contact by email
Scheduled
Action
PandaDoc
Finds a Document
Scheduled
Action
PandaDoc
Gets a list of document attachments.
Scheduled
Action
PandaDoc
Gets a Document by ID
Scheduled
Action

How JobNimbus + PandaDoc Integrations Work

Step 1: Authenticate JobNimbus and PandaDoc.
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.

Connect apps

Connect JobNimbus + PandaDoc

About JobNimbus

JobNimbus CRM + Project Management for the service industry.

Learn more

Related categories

CRM (Customer Relationship Management)

About PandaDoc

PandaDoc is an all-in-one software that streamlines your sales workflows. Create, send, track, and eSign client-facing documents designed to win more business.

Learn more