JobNimbus + naturalForms
Update contacts in JobNimbus when new documents are submitted in naturalForms
Ensure your JobNimbus contacts are up-to-date each time a document is submitted in naturalForms. This smooth workflow swiftly moves your data, eliminating the risk of overlooking important contact details. It's an efficient system for maintaining precise and timely updates in your JobNimbus CRM.
Ensure your JobNimbus contacts are up-to-date each time a document is submitted in naturalForms. This smooth workflow swiftly moves your data, eliminating the risk of overlooking important contact details. It's an efficient system for maintaining precise and timely updates in your JobNimbus CRM.
- When this happens...Submitted Document
Triggers when a document is submitted.
- automatically do this!Update Contact
Update an existing contact with Display Name.
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TemplateRequired
Try ItFilterRequired
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
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
