Integrations
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Allow Zapier to select an assignee for new leads
Would like to see a way to have Zapier select an assignee when a new lead is sent into JobNimbus. Ultimately trying to connect with Calendly and have the assignee be selected via a round robin method. Assignee is not available in Zapier.
1 vote -
Zapier constant contact integration
An easy way to add completed jobs (certain job types and jobs at a specific statuses) to constant contact email list for a newsletter.
1 vote -
Ability to send Jobnimbus custom fields using Zapier
When creating zaps, fields are limited to standard JobNimbus fields. Please include the ability to drop info straight into custom fields also.
32 votes -
interaction with Work Orders through the Zapier integration
Currently the Zapier integration doesn't offer triggers or actions to do with work orders.
3 votesThanks for the feedback! The JobNimbus+Zapier integration opens the opportunity for connecting with many 3rd party apps, and having functionality with Work Orders would definitely help enrich that experience. What are some of the ways that you could see using work orders in a zap? What specific information would you want to be passed in regards to work orders to or from Zapier?
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Zapier Display Name added to default fields
At present, when a Zap is created where a Contact is created; if the same name comes in, Zapier is stating that nimbus requires a unique display name. However, at present, the Display name is not an available field to map from (only First, Last, Company).
4 votes -
Zapier – Check for Existing Contact before Creating Contact
The Zapier integration for JobNimbus is a great addition. That said, we're seeing issued with duplicate contacts getting created. It would be awesome if we could create a Zap to:
Check if a contact exists using email and/or phone (Not all contact have email addresses, but most have phone numbers).
If a match is found, update the contact.
If a match is not found, create a new contact.
6 votes -
Make the Location field one to import to
It apparently isn't. We just signed up for an answering service that is going to use Zapier to set up a contact in JobNimbus. The Location field wasn't available to them on the Zap. Rather painful for us. Thank you.
2 votesJust to confirm, is this for Zapier only?
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Task-Based Zaps for Zapier Automation
The current Zapier/JobNimbus integration is what is allowing us to setup our JobNimbus clients to send website leads directly into JobNimbus and then a text message to the assigned Sales Rep that a new lead has arrived. However, something that is missing is the ability to integrate creating Zaps based on Tasks which at the moment we can only associate Contact, Job, or Activity zaps. As soon as Tasks become a "zapable" item it would be real nice as our clients could then receive reminders on Tasks which at present sit stagnant at times in JobNimbus' tasks list. :) Really…
2 votes -
Call Rail and Clear Estimate Integration via Zapier
Is it possible to integrate Call Rail and clear estimates via zapier any time soon?
2 votes
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