JobNimbus + Workboard

JobNimbus + Workboard integrations

Create Workboard action items from new JobNimbus activities

Easily manage your tasks by connecting JobNimbus and Workboard with this efficient workflow. When a new activity is created in JobNimbus, an action item will be generated in Workboard, keeping your projects organized and up to date. Stay on top of your assignments and never miss a deadline with this seamless automation.

When this happens...
Job Created, Modified or DeletedTrigger when a new job is created, modified or deleted.
TriggerInstant
automatically do this!
Create Action ItemCreate an action item in Workboard
ActionWrite

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More things you can do with JobNimbus and Workboard

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

- 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

New Action Item
Triggers when you select an action item on Workboard and push it to your Zap.
Trigger
Instant
Try It
- Goals by team
- Team
- Goals by me
Trigger
Instant
Try It

New Meeting
Triggers when you create a team meeting or 1on1 meeting on Workboard.
Trigger
Instant
Try It
- Team Name
  Required
- Company Name
  Required
Action
Write
- Workstream
- Description
  Required
- Note
- Due date
- Owner
- Assignee
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
- Workstream
- Tag
- Action item
Trigger
Instant
Try It
- Team
Trigger
Instant
Try It
New Workstream
Triggers when you select a workstream on Workboard and push it to your Zap.
Trigger
Instant
Try It
- Team
- WorkStream Name
  Required
- Workstream objective
  Required
Action
Write
- Metric
  Required
- Metric Data
  Required
- Metric Type
  Required
Action
Write

About JobNimbus

JobNimbus CRM + Project Management for the service industry.

Learn moreLearn moreHelpHelp

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CRM (Customer Relationship Management)

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About Workboard

Workboard is the team performance app managers choose for themselves: goals, priorities, actions, reports and feedback aligned in one easy app.

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Related categories

HR Talent & Recruitment