Active Knocker + JobNimbus
Create new JobNimbus contacts from new pins in Active Knocker
Stay organized and efficient with this easy workflow. When you add a new pin in Active Knocker, it immediately creates a new contact in JobNimbus. This saves you the time and effort of manual data entry, keeping your records consistent across both platforms. Perfect for professionals in the field service industry, this workflow ensures you'll never miss capturing valuable client information again.
Stay organized and efficient with this easy workflow. When you add a new pin in Active Knocker, it immediately creates a new contact in JobNimbus. This saves you the time and effort of manual data entry, keeping your records consistent across both platforms. Perfect for professionals in the field service industry, this workflow ensures you'll never miss capturing valuable client information again.
- When this happens...New Pin
Triggers when a new pin is created.
- automatically do this!Create Contact
Creates a new contact with Display Name.
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New Pin
Triggers when a new pin is created.
Try ItSearch (Optional)
FilterRequired
Try ItFirst 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
First NameRequired
Last NameRequired
EmailRequired
FilterRequired
Try ItFileRequired
FilenameRequired
Related IdRequired
Attachment Type
Description
External ID
IdRequired
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
