How to connect JobNimbus + Solargraf + DocuSign
Zapier lets you send info between JobNimbus, Solargraf, and DocuSign automatically—no code required.
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Do even more with JobNimbus + Solargraf + DocuSign
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with JobNimbus, Solargraf, and DocuSign. And don’t forget that you can add more apps and actions to create complex workflows.
- Activity CreatedTrigger when a new activity is created.Trigger
- Contact Created, Modified or DeletedTrigger when a new contact is created, modified or deleted.Trigger
- Job Created, Modified or DeletedTrigger when a new job is created, modified or deleted.Trigger
- Create AttachmentCreates a new attachment.Action
- Create Contact (Legacy)Creates a new contact.Action
- Create ContactCreates a new contact with Display Name.Action
- Update Contact (Legacy)Update an existing contact.Action
- Update ContactUpdate an existing contact with Display Name.Action
Search for a JobNimbus contact by Email.
Search for a JobNimbus contact by ID.
Triggers when a project is created or updated.
Creates a Lead in SolarGraf
Triggers when an envelope is sent or completed. When this step triggers, Zapier will temporarily store documents in your envelope for processing and replaying in later Zap steps and data associated with the selected envelope. Zapier will only fetch data and documents for envelope types that have been selected.
Triggers when a new folder is created.
Creates a signature request.
Connect your apps and automate workflows
Easy automation for busy people. Zapier moves info between your web apps automatically, so you can focus on your most important work.
- Step 1: Authenticate JobNimbus, Solargraf, and DocuSign.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.