JobNimbus + PandaDoc
Create new PandaDoc contacts when JobNimbus activities are created
Effortlessly streamline your contact management process with this JobNimbus to PandaDoc workflow. When a new activity is created in JobNimbus, a contact will be generated in PandaDoc, ensuring your documents and proposals are sent to the appropriate recipients without manual input. Keep your contact information up-to-date while saving time managing your sales and project management tasks.
Effortlessly streamline your contact management process with this JobNimbus to PandaDoc workflow. When a new activity is created in JobNimbus, a contact will be generated in PandaDoc, ensuring your documents and proposals are sent to the appropriate recipients without manual input. Keep your contact information up-to-date while saving time managing your sales and project management tasks.
- When this happens...Contact Created, Modified or Deleted
Trigger when a new contact is created, modified or deleted.
- automatically do this!Create Contact [Deprecated]
Create a new contact in PandaDoc.
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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
