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JobNimbus + Salesforce Integrations

How to connect JobNimbus + Salesforce

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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

  • Salesforce

    Triggers when a new outbound message is received in Salesforce.

    Instant

    Trigger

  • Salesforce

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

    Scheduled

    Trigger

  • Salesforce

    Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    Scheduled

    Trigger

  • Salesforce

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

    Scheduled

    Trigger

  • Salesforce

    Adds an existing contact to an existing campaign.

    Scheduled

    Action

  • Salesforce

    Adds an existing lead to an existing campaign.

    Scheduled

    Action

  • Salesforce

    Creates a new attachment (max 25MB).

    Scheduled

    Action

  • Salesforce

    Creates a new contact in Salesforce.

    Scheduled

    Action

  • Salesforce

    Creates a new lead in Salesforce.

    Scheduled

    Action

  • Salesforce

    Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    Scheduled

    Action

  • Salesforce

    Updates an existing contact in Salesforce.

    Scheduled

    Action

  • Salesforce

    Updates an existing lead in Salesforce.

    Scheduled

    Action

  • Salesforce

    Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    Scheduled

    Action

  • Salesforce

    Finds a record of a specified Salesforce object by a field and value you choose.

    Scheduled

    Action

  • Salesforce

    Finds a record of a specified Salesforce object by a field and value you choose (with line-item support).

    Scheduled

    Action

  • Salesforce

    Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.

    Scheduled

    Action

  • Salesforce

    Find a record. Optionally create a record if not found.

    Scheduled

    Action

How JobNimbus + Salesforce Integrations Work

  1. Step 1: Authenticate JobNimbus and Salesforce.
    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.
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jobnimbus logo

About JobNimbus

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

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn more

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