JobNimbus + RepCard integrations
Create new JobNimbus contacts when statuses change in RepCard
When a status change occurs in your RepCard app, this workflow triggers a similar event in the JobNimbus app. This automation is designed to provide you with an efficient lead management system, reducing manual entry and ensuring no status updates in RepCard are missed in JobNimbus. This seamless connection between the two apps facilitates better tracking and management of your business contacts.
- When this happens...Status ChangedTriggers when a status is changed for a contact.
- automatically do this!Create ContactCreates a new contact with Display Name.
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More things you can do with RepCard and JobNimbus
Discover other triggers and actions you can use with RepCard and JobNimbus
- Trigger when any appointment is changed to the status(s) below:Required
Try ItTriggerInstant- New Contact
Triggers when new contact is created. (Lead, Customer, Recruit, etc.).
Try ItTriggerInstant - Trigger when any contact is changed to the status(s) below:
Try ItTriggerInstant- EventRequired
- First Name
- Last Name
- Ticket NumberRequired
- Email
- Phone Number
- Company Name
- Ticket TypeRequired
ActionWrite
- Appointment Set
Triggers when a new Appointment is created for any contact.
Try ItTriggerInstant - Trigger when any user registered to the Event belowRequired
Try ItTriggerInstant- New User
Triggers when a new user is created.
Try ItTriggerInstant - StatRequired
- Date TimeRequired
- Owner TypeRequired
- Stat OwnerRequired
- Stat UIDRequired
- Stat ValueRequired
ActionWrite
JobNimbus CRM + Project Management for the service industry.
Related categories
RepCard is a sales tool used to facilitate automated follow up with leads that will drive reviews and referrals back to the sales person.
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