1.Watches contact updated details
Integrate JobNimbus to watch contact record changes and deliver core fields to the workflow.
Create cash estimate dispatch for field teams same-day
Automatically monitor contact updates across JobNimbus and GoCanvas for cash estimate requests. Get instant-ready dispatches when cash estimate flags update, customer details change, or estimate needs are confirmed β so you can create quotes, schedule estimators, and reduce manual quoting.
How this automation speeds up dispatch for cash estimates
When contact updates arrive without a structured estimate intake, field teams wait and quoting slows. This automation monitors cash estimate requests in JobNimbus and creates qualified GoCanvas dispatches so your team can dispatch for onsite quoting faster.
JobNimbusor swap with your favorite app
2.Filters for cash estimate requests
Integrate Filter by Zapier to continue only when contacts are flagged for a cash estimate request.
Filter by Zapieror swap with your favorite app
3.Creates cash estimate dispatch
Integrate GoCanvas to create a new dispatch and map contact and site fields to the cash estimate form.
GoCanvasor swap with your favorite app
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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