New Integration: Manage Your Contractor Projects and Sales with JobNimbus

Matt Lukso
Matt Lukso / February 7, 2018

Managing projects, contractors, leads, and customer inquiries is no small feat. With all this information scattered across multiple tools, it can be tough to keep everything organized and on track.

JobNimbus solves this problem by consolidating your CRM and project management tools into one app. That means you can manage lead inquiries and customer questions from the same place you're communicating with contractors or workers out in the field. Plus, a built-in file management system makes it easy to upload and store photos, contracts, and other related documents. If you need to collect e-signatures or send invoices, there is functionality built-in for that as well.

With Zapier and its 1,000 apps included in the mix, you can now introduce countless automated workflows to your sales and project management processes.

How JobNimbus Works with Zapier

Triggers

  • Contact Created, Modified or Deleted: Triggers when a new contact is created, modified or deleted.
  • Activity Created: Triggers when a new activity is created.
  • Job Created, Modified or Deleted: Triggers when a new job is created, modified or deleted.

Action

  • Create Contact: Creates a new contact.

Automation Inspiration

Get started with these sample Zaps:

Stay Up-to-date on Job Listings

Track New Contacts

How To Automate JobNimbus with Zapier

  1. Sign up for a JobNimbus account, and make sure you have a Zapier account

  2. Try some pre-made JobNimbus integrations and learn more about how JobNimbus works with Zapier

  3. Check out our JobNimbus help documentation for details on connecting your account and setting up your first Zap

  4. Or login and build a custom workflow with JobNimbus and Zapier