JobNimbus + PHC GO
Create PHC GO customers from new JobNimbus activities
Streamline your customer management process effortlessly with this JobNimbus to PHC GO workflow. When a new activity is created in JobNimbus, it instantly adds the information to PHC GO as a new customer. This automation saves time on manual data entry, enhances accuracy, and keeps your customer records organized and up-to-date for a simplified business experience.
Streamline your customer management process effortlessly with this JobNimbus to PHC GO workflow. When a new activity is created in JobNimbus, it instantly adds the information to PHC GO as a new customer. This automation saves time on manual data entry, enhances accuracy, and keeps your customer records organized and up-to-date for a simplified business experience.
- When this happens...Job Created, Modified or Deleted
Trigger when a new job is created, modified or deleted.
- automatically do this!Create Customer
Triggers when a new customer is created or updated in the PHC GO software.
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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
Display NameRequired
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
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
IdRequired
Display NameRequired
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
NameRequired
Primary Contact IdRequired
Address Line 1Required
Address Line 2
CityRequired
State TextRequired
ZipRequired
Country Name
Tags
Date Created
Date Start
Date End
Job Type
Status Name
External Id
