JobNimbus + SmartMatchApp
Create clients in SmartMatchApp when new activities are created in JobNimbus
Effortlessly keep your client information up-to-date with this JobNimbus and SmartMatchApp integration. When a new activity is created in JobNimbus, this workflow automatically adds or updates the client details in SmartMatchApp. Save time and ensure seamless communication with your clients by maintaining accurate and consistent data across both platforms.
Effortlessly keep your client information up-to-date with this JobNimbus and SmartMatchApp integration. When a new activity is created in JobNimbus, this workflow automatically adds or updates the client details in SmartMatchApp. Save time and ensure seamless communication with your clients by maintaining accurate and consistent data across both platforms.
- When this happens...Job Created, Modified or Deleted
Trigger when a new job is created, modified or deleted.
- automatically do this!Create Client
Creates a new client.
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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
