JobNimbus + Pennylane

Create new Pennylane estimates for every JobNimbus activity created

Effortlessly keep track of new activities in JobNimbus by creating estimates in Pennylane with this efficient workflow. Whenever a new activity is created in JobNimbus, the automation will generate an estimate in Pennylane, streamlining your project management process and saving valuable time. Stay organized and up-to-date with this simple yet powerful solution.

Effortlessly keep track of new activities in JobNimbus by creating estimates in Pennylane with this efficient workflow. Whenever a new activity is created in JobNimbus, the automation will generate an estimate in Pennylane, streamlining your project management process and saving valuable time. Stay organized and up-to-date with this simple yet powerful solution.

  1. When this happens...
    JobNimbusJobNimbus
    TriggerPolling
  2. automatically do this!
    PennylanePennylane
    ActionWrite
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Supported triggers and actions

    • 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

    • 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
    • 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
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jobnimbus logo

About JobNimbus

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

Related categories

  • CRM (Customer Relationship Management)

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pennylane logo
pennylane logo

About Pennylane

Pennylane centralizes all your cash flows and connects with your financial tools to ease and automate collaboration with your accountant.

Related categories

  • Accounting