• JobNimbus logoJobNimbus logo
  • Proposify logoProposify logo

JobNimbus + Proposify Integrations

How to connect JobNimbus + Proposify

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  • JobNimbus triggers, actions, and search
    Activity Created
    Trigger when a new activity is created.
    Trigger
    Instant
  • JobNimbus triggers, actions, and search
    Contact Created, Modified or Deleted
    Trigger when a new contact is created, modified or deleted.
    Trigger
    Instant
  • JobNimbus triggers, actions, and search
    Job Created, Modified or Deleted
    Trigger when a new job is created, modified or deleted.
    Trigger
    Instant
  • JobNimbus triggers, actions, and search
    Create Attachment
    Creates a new attachment.
    Action
    Write
  • JobNimbus triggers, actions, and search
    Create Contact (Legacy)
    Creates a new contact.
    Action
    Write
  • JobNimbus triggers, actions, and search
    Create Contact
    Creates a new contact with Display Name.
    Action
    Write
  • JobNimbus triggers, actions, and search
    Update Contact (Legacy)
    Update an existing contact.
    Action
    Write
  • JobNimbus triggers, actions, and search
    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

  • Proposify

    Triggers when a client has left a comment on the client view.

    Instant

    Trigger

  • Proposify

    Triggers when a user creates a new client.

    Instant

    Trigger

  • Proposify

    Triggers when a proposal is created.

    Instant

    Trigger

  • Proposify

    Triggers when a Proposal is declined by a client.

    Instant

    Trigger

  • Proposify

    Triggers when a proposal is sent or marked as sent by a user.

    Instant

    Trigger

  • Proposify

    Triggers when a proposal is signed by a client.

    Instant

    Trigger

  • Proposify

    Triggers when a proposal is viewed by a client.

    Instant

    Trigger

  • Proposify

    Triggers when a proposal is accepted by a client.

    Instant

    Trigger

  • Proposify

    Triggers when a proposal reminder is sent or marked as sent by a user.

    Instant

    Trigger

  • Proposify

    Creates a new client.

    Scheduled

    Action

  • Proposify

    Creates a new proposal.

    Scheduled

    Action

How JobNimbus + Proposify Integrations Work

  1. Step 1: Authenticate JobNimbus and Proposify.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
jobnimbus logo
jobnimbus logo

About JobNimbus

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

About Proposify

Streamline your proposals in the cloud with designer-friendly proposal software.
Learn more

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