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JobNimbus + Zenoti

Create Zenoti opportunities from new JobNimbus activities

Enhance your sales process with this seamless integration between JobNimbus and Zenoti. When a new activity is created in JobNimbus, an opportunity will be instantly generated in Zenoti, ensuring a streamlined approach to lead management. Save time, never miss a potential sales opportunity, and improve efficiency with this effective automation workflow.

Enhance your sales process with this seamless integration between JobNimbus and Zenoti. When a new activity is created in JobNimbus, an opportunity will be instantly generated in Zenoti, ensuring a streamlined approach to lead management. Save time, never miss a potential sales opportunity, and improve efficiency with this effective automation workflow.

  1. When this happens...
    JobNimbusJobNimbus
    TriggerScheduled
  2. automatically do this!
    ZenotiZenoti
    Create Opportunity

    Creates an opportunity.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • FilterRequired

    Trigger
    Instant
    Try It
    • FileRequired

    • FilenameRequired

    • Related IdRequired

    • Attachment Type

    • Description

    • External ID

    Action
    Write
    • 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

    Action
    Write
    • 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

    Action
    Write
jobnimbus logo
jobnimbus logo

About JobNimbus

JobNimbus CRM + Project Management for the service industry.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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zenoti logo
zenoti logo

About Zenoti

Zenoti provides an all-in-one, cloud-based software solution for the spa, salon and med spa industry.

Related categories

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