JobNimbus + Surefire Local Platform integrations
Create jobs in JobNimbus from new leads received in Surefire Local Platform
Boost your efficiency with this straightforward workflow. When a new lead is added in Surefire Local Platform, it immediately creates a job in JobNimbus. This seamless process ensures every potential client is promptly attended to, allowing you to focus on what you do best—running your business. This automation aids in saving valuable time and streamlining your leads-to-jobs transition, crucial for enhancing your productivity.
- When this happens...New Lead ReceivedTriggers when a new lead is created.
- automatically do this!Create JobTrigger when a new job is created, modified or deleted.
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More things you can do with Surefire Local Platform and JobNimbus
Discover other triggers and actions you can use with Surefire Local Platform and JobNimbus
- New Lead Received
Triggers when a new lead is created.
Try ItTriggerInstant - FilterRequired
Try ItTriggerInstant- FileRequired
- FilenameRequired
- Related IdRequired
- Attachment Type
- Description
- External ID
ActionWrite- 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_line1
- Address_line2
- City
- State_text
- Zip
- Created_by_name
- Date_created
- Date_start
- Date_end
- Tags
- External_id
ActionWrite
- Client
- First Name
- Last Name
- Email
- Phone
- Address
- Address2
- Address3
- City
- State
- Country
- Zip
- Notes
ActionWrite- FilterRequired
Try ItTriggerInstant- 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_line1
- Address_line2
- City
- State_text
- Zip
- Created_by_name
- Date_created
- Date_start
- Date_end
- Tags
- External_id
ActionWrite- 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_line1
- Address_line2
- City
- State_text
- Zip
- Created_by_name
- Date_created
- Date_start
- Date_end
- Tags
- External_id
ActionWrite
JobNimbus CRM + Project Management for the service industry.
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