Create jobs in JobNimbus from new leads received in Surefire Local Platform
Boost your efficiency with this straightforward workflow. When a new lead is added in Surefire Local Platform, it immediately creates a job in JobNimbus. This seamless process ensures every potential client is promptly attended to, allowing you to focus on what you do best—running your business. This automation aids in saving valuable time and streamlining your leads-to-jobs transition, crucial for enhancing your productivity.
Boost your efficiency with this straightforward workflow. When a new lead is added in Surefire Local Platform, it immediately creates a job in JobNimbus. This seamless process ensures every potential client is promptly attended to, allowing you to focus on what you do best—running your business. This automation aids in saving valuable time and streamlining your leads-to-jobs transition, crucial for enhancing your productivity.
- When this happens...New Lead Received
Triggers when a new lead is created.
- automatically do this!Create Job
Trigger when a new job is created, modified or deleted.
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New Lead Received
Triggers when a new lead 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
Client
First Name
Last Name
Email
Phone
Address
Address2
Address3
City
State
Country
Zip
Notes
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