JobNimbus + RepCard
Create new JobNimbus contacts from newly set RepCard appointments
When you set an appointment in the RepCard app, this workflow creates a new contact in the JobNimbus app. This process eases the burden of manual data entry and ensures that your JobNimbus contact list is up-to-date with your RepCard appointments. With this workflow, you're able to focus more on your core tasks rather than tediously transferring data between apps.
When you set an appointment in the RepCard app, this workflow creates a new contact in the JobNimbus app. This process eases the burden of manual data entry and ensures that your JobNimbus contact list is up-to-date with your RepCard appointments. With this workflow, you're able to focus more on your core tasks rather than tediously transferring data between apps.
- When this happens...Appointment Set
Triggers when a new Appointment is created for any contact.
- automatically do this!Create Contact
Creates a new contact with Display Name.
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Trigger when any appointment is changed to the status(s) below:Required
Try ItNew Contact
Triggers when new contact is created. (Lead, Customer, Recruit, etc.).
Try ItTrigger when any contact is changed to the status(s) below:
Try ItEventRequired
First Name
Last Name
Ticket NumberRequired
Email
Phone Number
Company Name
Ticket TypeRequired
