JobNimbus + Wheelbase
Create Wheelbase customers from new JobNimbus activities
Easily streamline your customer onboarding process with this JobNimbus to Wheelbase workflow integration. Whenever a new activity is created in JobNimbus, a customer will be instantly added to Wheelbase, ensuring smooth and efficient management of your client base. Stay organized and enhance your overall customer experience with this seamless automation.
Easily streamline your customer onboarding process with this JobNimbus to Wheelbase workflow integration. Whenever a new activity is created in JobNimbus, a customer will be instantly added to Wheelbase, ensuring smooth and efficient management of your client base. Stay organized and enhance your overall customer experience with this seamless automation.
- When this happens...
- automatically do this!Create Customer
Create a new customer.
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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