How to connect JobNimbus + Proposify
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- Activity CreatedTrigger when a new activity is created.Trigger
- Contact Created, Modified or DeletedTrigger when a new contact is created, modified or deleted.Trigger
- Job Created, Modified or DeletedTrigger when a new job is created, modified or deleted.Trigger
- Create AttachmentCreates a new attachment.Action
- Create Contact (Legacy)Creates a new contact.Action
- Create ContactCreates a new contact with Display Name.Action
- Update Contact (Legacy)Update an existing contact.Action
- Update ContactUpdate an existing contact with Display Name.Action
- 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
- Step 1: Authenticate JobNimbus and Proposify.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.
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