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Integrate PortalCX with JobNimbus to automate your work

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2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate PortalCX with JobNimbus - no code necessary. See how you can get setup in minutes.

Select a trigger from PortalCX

A trigger is an event that starts your Zap and runs the workflow. For example, with PortalCX, a trigger could be "New Referral."
A trigger is the event that kicks off your automated workflow.

Setup an action from JobNimbus

An action is what takes place after the automation is triggered. For example, with JobNimbus, the action could be "Create Attachment."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected PortalCX to JobNimbus

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.
Triggers and actions are the main components of every automated workflow.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your PortalCX to JobNimbus integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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Connect PortalCX and JobNimbus to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
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Connect PortalCX and JobNimbus to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger
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Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

    • Portal ID
      Required
    Action
    Write
    • Portal ID
      Required
    • Message Body
      Required
    • Notify Via SMS
      Required
    • Notify Via Email
      Required
    Action
    Write
    • Filter
      Required
    Trigger
    Instant
    Try It
    • File
      Required
    • Filename
      Required
    • Related Id
      Required
    • Attachment Type
    • Description
    • External ID
    Action
    Write
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About PortalCX
PortalCX helps you give your customers a real-time view of their projects to reduce churn, cut support costs, and improve customer satisfaction. All through Portals customized to your business.
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  • Sales & CRM
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About JobNimbus
JobNimbus CRM + Project Management for the service industry.
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  • App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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