JobNimbus + Spotio
Create new contacts in JobNimbus when documents are added to records in Spotio
Effortlessly manage your data across platforms with this workflow. When a new document is added to a record in Spotio, a corresponding contact is seamlessly created in JobNimbus. This automation eliminates the need for manual entry, saving you time and ensuring consistent and error-free data transfer. It's ideal for professionals looking to streamline their data management process for enhanced productivity.
Effortlessly manage your data across platforms with this workflow. When a new document is added to a record in Spotio, a corresponding contact is seamlessly created in JobNimbus. This automation eliminates the need for manual entry, saving you time and ensuring consistent and error-free data transfer. It's ideal for professionals looking to streamline their data management process for enhanced productivity.
- When this happens...Document Added to Record
Triggers when document is added to record.
- automatically do this!Create Contact
Creates a new contact with Display Name.
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Activity Created
Triggers when activity event (for example Visit, Call, Email) is created.
Try ItActivity Updated
Triggers when activity event (for example Visit, Call, Email) is updated.
Try ItDocument Added to Record
Triggers when document is added to record.
Try ItRecord Created or Updated
Triggers when record is created or updated.
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Activity Created or Updated
Triggers when activity event (for example Visit, Call, Email) is created or updated.
Try ItAppointment Created
Triggers when appointment for lead is created.
Try ItRecord Created
Triggers when record is created.
Try ItRecord Stage Changed
Triggers when record stage changes.
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