JobNimbus + Proposify Integrations

How to connect JobNimbus + Proposify

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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
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.