JobNimbus + Richards Building Supply CRM

JobNimbus + Richards Building Supply CRM integrations

Create contacts and projects in Richards Building Supply CRM when jobs are created, modified or deleted in JobNimbus

Streamline your project management tasks with the JobNimbus to Richards Building Supply workflow. Whenever a job is created, edited, or removed in JobNimbus, the changes are instantly mirrored in Richards Building Supply, updating contact information and project details promptly. This powerful automation ensures your data is always up-to-date across both platforms, saving you valuable time and enhancing productivity.

When this happens...
Job Created, Modified or DeletedTrigger when a new job is created, modified or deleted.
TriggerInstant
automatically do this!
Create Contact and ProjectThis creates a contact and a project that the contact will be connected to.
ActionWrite

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More things you can do with JobNimbus and Richards Building Supply CRM

Discover other triggers and actions you can use with JobNimbus and Richards Building Supply CRM

- Filter
  Required
Trigger
Instant
Try It
- File
  Required
- Filename
  Required
- Related Id
  Required
- Attachment Type
- Description
- External ID
Action
Write
- Id
  Required
- 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_line1
- Address_line2
- City
- State_text
- Zip
- Created_by_name
- Date_created
- Date_start
- Date_end
- Tags
- External_id
Action
Write
- Display_name
  Required
- 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_line1
- Address_line2
- City
- State_text
- Zip
- Created_by_name
- Date_created
- Date_start
- Date_end
- Tags
- External_id
Action
Write
- Email
  Required
Action
Search

- Contact's First Name
  Required
- Contact's Last Name
  Required
- Contact's Email
- Contact's Phone Number
  Required
- Contact's Address
- Project Address
- Project Budget
- Project Stage
- Project Start Date
- Project End Date
- Best time to contact?
- Zapier Source
- Invite to pre-qualify for financing?
  Required
Action
Write

- Filter
  Required
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_line1
- Address_line2
- City
- State_text
- Zip
- Created_by_name
- Date_created
- Date_start
- Date_end
- Tags
- External_id
Action
Write
- Id
  Required
- Display_name
  Required
- 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_line1
- Address_line2
- City
- State_text
- Zip
- Created_by_name
- Date_created
- Date_start
- Date_end
- Tags
- External_id
Action
Write
- Name
  Required
- Primary_contact_id
  Required
- Address_line1
  Required
- Address_line2
- City
  Required
- State_text
  Required
- Zip
  Required
- Country_name
- Tags
- Date_created
- Date_start
- Date_end
- Job Type
- Status_name
- External_id
Action
Write
- ID
  Required
Action
Search

About JobNimbus

JobNimbus CRM + Project Management for the service industry.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Richards Building Supply CRM

Richards Building Supply CRM is a CRM application designed specifically for residential exterior remodeling and builder contractors.

HelpHelp

Related categories

CRM (Customer Relationship Management)