JobNimbus + Solo
Create customers in Solo from new JobNimbus activities
Efficiently manage your customer database by connecting JobNimbus and Solo with this workflow. Whenever a new activity is created in JobNimbus, a customer will be added to Solo, saving you time and minimizing manual effort. Keep your projects organized and streamline your customer handling process with this seamless integration.
Efficiently manage your customer database by connecting JobNimbus and Solo with this workflow. Whenever a new activity is created in JobNimbus, a customer will be added to Solo, saving you time and minimizing manual effort. Keep your projects organized and streamline your customer handling process with this seamless integration.
- When this happens...Contact Created, Modified or Deleted
Trigger when a new contact is created, modified or deleted.
- automatically do this!Create Customer
Creates a Customer
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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
About JobNimbus
JobNimbus CRM + Project Management for the service industry.
Related categories
Similar apps
Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout Solo
SOLO solar proposal software allows your sales reps to request and receive a proposal in minutes while in the customer’s home.