JobNimbus + SalesScreen
Create activities in SalesScreen for newly created JobNimbus activities
Keep your workflow seamless and organized by connecting your JobNimbus and SalesScreen activities. With this automation, every time a new activity is created in JobNimbus, it will be instantly replicated as an activity in SalesScreen. This ensures that your sales and project management tasks are always in sync, enabling your team to stay informed and on track.
Keep your workflow seamless and organized by connecting your JobNimbus and SalesScreen activities. With this automation, every time a new activity is created in JobNimbus, it will be instantly replicated as an activity in SalesScreen. This ensures that your sales and project management tasks are always in sync, enabling your team to stay informed and on track.
- When this happens...
- automatically do this!Create Activity
Creates a new record in SalesScreen.
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FilterRequired
Try ItFileRequired
FilenameRequired
Related IdRequired
Attachment Type
Description
External ID
Display NameRequired
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 Line 1
Address Line 2
City
State Text
Zip
Created By Name
Date Created
Date Start
Date End
Tags
External Id
IdRequired
Display NameRequired
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 Line 1
Address Line 2
City
State Text
Zip
Created By Name
Date Created
Date Start
Date End
Tags
External Id
FilterRequired
Try ItFirst 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 Line 1
Address Line 2
City
State Text
Zip
Created By Name
Date Created
Date Start
Date End
Tags
External Id
IdRequired
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 Line 1
Address Line 2
City
State Text
Zip
Created By Name
Date Created
Date Start
Date End
Tags
External Id
NameRequired
Primary Contact IdRequired
Address Line 1Required
Address Line 2
CityRequired
State TextRequired
ZipRequired
Country Name
Tags
Date Created
Date Start
Date End
Job Type
Status Name
External Id
