JobNimbus + SurveyMethods

JobNimbus + SurveyMethods integrations

Send survey invitations in SurveyMethods for newly created activities in JobNimbus

Effortlessly gather feedback from your clients with this seamless workflow between JobNimbus and SurveyMethods. Once an activity is created within JobNimbus, this automation sends a survey invitation to your clients via SurveyMethods. Keep your clients engaged and improve your services by collecting their valuable input quickly and efficiently.

When this happens...
Job Created, Modified or DeletedTrigger when a new job is created, modified or deleted.
TriggerInstant
automatically do this!
Send a Survey InvitationSend a survey invitation to an email address.
ActionWrite

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More things you can do with JobNimbus and SurveyMethods

Discover other triggers and actions you can use with JobNimbus and SurveyMethods

- Filter
  Required
Trigger
Instant
Try It
- File
  Required
- Filename
  Required
- Related Id
  Required
- Attachment Type
- Description
- External ID
Action
Write
- Id
  Required
- 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
Action
Write
- Display_name
  Required
- 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
Action
Write
- Email
  Required
Action
Search

- Survey Title
  Required
Trigger
Instant
Try It
- Select Email List
  Required
- Contact Email Address
  Required
Action
Write

- Select a Survey to Send
  Required
Action
Write

- Filter
  Required
Trigger
Instant
Try It
- 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
Action
Write
- Id
  Required
- Display_name
  Required
- 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
Action
Write
- Name
  Required
- Primary_contact_id
  Required
- Address_line1
  Required
- Address_line2
- City
  Required
- State_text
  Required
- Zip
  Required
- Country_name
- Tags
- Date_created
- Date_start
- Date_end
- Job Type
- Status_name
- External_id
Action
Write
- ID
  Required
Action
Search
New Survey Created
Triggers when a new survey is created.
Trigger
Instant
Try It
- Enter Email List Name
  Required
Action
Write

About JobNimbus

JobNimbus CRM + Project Management for the service industry.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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Zapier Forms

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About SurveyMethods

SurveyMethods is a powerful and easy-to-use online survey software tool for survey creation, deployment and analysis.

HelpHelp

Related categories

Forms & Surveys

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