JobNimbus + Wealthbox CRM
Create Wealthbox CRM notes for new JobNimbus activities
Effortlessly keep your Wealthbox CRM notes up to date with this workflow that connects JobNimbus and Wealthbox CRM. Whenever a new activity is created in JobNimbus, it will automatically generate a note in Wealthbox CRM, ensuring your client information stays current and your team remains informed. Save time and enhance communication by streamlining your record-keeping process with this seamless integration.
Effortlessly keep your Wealthbox CRM notes up to date with this workflow that connects JobNimbus and Wealthbox CRM. Whenever a new activity is created in JobNimbus, it will automatically generate a note in Wealthbox CRM, ensuring your client information stays current and your team remains informed. Save time and enhance communication by streamlining your record-keeping process with this seamless integration.
- When this happens...Job Created, Modified or Deleted
Trigger when a new job is created, modified or deleted.
- automatically do this!Create Note
Creates a new note.
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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
