Create new JobNimbus contacts from newly created Spotio records
Simplify your work between Spotio and JobNimbus with this streamlined workflow. When a new record is added to Spotio, a corresponding contact is instantly established in JobNimbus. This eliminates manual input, ensuring consistent and up-to-date information across both platforms. Enhance your productivity and stay organized with ease as this process promotes efficient contact list updating.
Simplify your work between Spotio and JobNimbus with this streamlined workflow. When a new record is added to Spotio, a corresponding contact is instantly established in JobNimbus. This eliminates manual input, ensuring consistent and up-to-date information across both platforms. Enhance your productivity and stay organized with ease as this process promotes efficient contact list updating.
- When this happens...Record Created
Triggers when record is created.
- 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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