Integrate PortalCX with JobNimbus to automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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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

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Triggers and actions are the main components of every automated workflow.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

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

Set up your first integration

Quickly connect PortalCX to JobNimbus with a Zapier template.

Our most popular template

Add PortalCX portals from new JobNimbus jobs
Details
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JobNimbus + PortalCX
Update PortalCX portal stages when new jobs are created, modified, or deleted in JobNimbus
Details
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JobNimbus + PortalCX

Add PortalCX portals from new JobNimbus jobs

JobNimbus + PortalCX

Update PortalCX portal stages when new jobs are created, modified, or deleted in JobNimbus

JobNimbus + PortalCX

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.

An illustration representing how to automate lead management with Zapier.

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

Start here

Start here

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.

New Referral
Triggers when a new referral is generated from a customer portal.
Trigger
Scheduled
Try It
- Template ID
  Required
- Name
  Required
- Email
  Required
- Phone Number
  Required
- Notify Via Email
  Required
- Notify Via Text
  Required
- Complete First Stage?
- Address 1
- Address 2
- City
- State Code
- Zip Code
- Country
Action
Write
- Portal ID
  Required
- Stage Label
  Required
- Stage ID
- Date Completed
  Required
Action
Write
- Filter
  Required
Trigger
Instant
Try It
- First_name
- Last_name
- Company
- Email
  Required
- 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 Code
- Created_by_name
- Date_created
- Date_start
- Date_end
- Tags
- External ID
Action
Write

- Id
  Required
- First_name
- Last_name
- Company
- Email
  Required
- 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 Code
- Created_by_name
- Date_created
- Date_start
- Date_end
- Tags
- External ID
Action
Write
- Name
  Required
- Primary_contact_id
  Required
- Address_line1
- Address_line2
- City
- State_text
- Zip Code
- Country_name
- Tags
- Date_created
- Date_start
- Date_end
- Contact Type
- Status_name
- External ID
Action
Write

- ID
  Required
Action
Search

- 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
- Display_name
  Required
- First_name
- Last_name
- Company
- Email
  Required
- 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 Code
- 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
  Required
- 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 Code
- Created_by_name
- Date_created
- Date_start
- Date_end
- Tags
- External ID
Action
Write
- Email
  Required
Action
Search

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.

Related categories

Sales & CRM

About JobNimbus

JobNimbus CRM + Project Management for the service industry.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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