JobNimbus + Workboard
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.
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...
- automatically do this!Create Action Item
Create an action item in Workboard
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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
About JobNimbus
JobNimbus CRM + Project Management for the service industry.
Related categories
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Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout Workboard
Workboard is the team performance app managers choose for themselves: goals, priorities, actions, reports and feedback aligned in one easy app.