Create JobNimbus contacts for new action items in Jill's Office
This integration will automatically add new Jill's Office contacts from calls to JobNimbus. This will allow you to view and schedule customers in JobNimbus with ease without manually entering new customer data.
This integration will automatically add new Jill's Office contacts from calls to JobNimbus. This will allow you to view and schedule customers in JobNimbus with ease without manually entering new customer data.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Contact
Creates a new contact with Display Name.
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New Action Item
Triggers when a new action item is created.
Try ItFirst Name
Last Name
Email
Phone NumberRequired
SourceRequired
More information
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
New Contact
Triggers when a new contact is created.
Try ItFilterRequired
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