JobNimbus + Wealthbox CRM
Create Wealthbox CRM contacts from new JobNimbus activities
Effortlessly keep your contact information up to date with this JobNimbus to Wealthbox CRM workflow. Whenever a new activity is created in JobNimbus, the automation creates a corresponding contact in Wealthbox CRM, ensuring your contact records remain accurate and organized. That way, you'll save time and maintain consistency across your customer relationship management process.
Effortlessly keep your contact information up to date with this JobNimbus to Wealthbox CRM workflow. Whenever a new activity is created in JobNimbus, the automation creates a corresponding contact in Wealthbox CRM, ensuring your contact records remain accurate and organized. That way, you'll save time and maintain consistency across your customer relationship management process.
- When this happens...Contact Created, Modified or Deleted
Trigger when a new contact is created, modified or deleted.
- automatically do this!Create Contact
Creates a new contact.
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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
