CRMIn development

JobNimbus

JobNimbus is a CRM and project management software designed for contractors, helping streamline scheduling, estimates, invoicing, and job tracking.

In development

Cataloged and scoped, not yet available to run in production.

21: actions

Integrations

View provider documentation

Actions

Operations this integration can perform.

Create Location

Tool to create a new location in JobNimbus. Use after gathering address and contact details.

Get Account Settings

Tool to retrieve account-wide settings (workflows, types, sources). Use after authenticating to load or refresh workflow and source mappings.

Get Activity by ID

Retrieves a specific JobNimbus activity by its unique jnid. Activities in JobNimbus represent logged events such as task modifications, contact updates, job creation, and other system actions. Each activity contains details about what changed, who made the change, and when it occurred. Use this action when you need detailed information about a specific activity, such as viewing the full history of changes or understanding who performed an action.

Get Contact by ID

Tool to retrieve a contact by ID. Use after obtaining the contact’s jnid to fetch full details.

List Contacts

Tool to list all contacts. Use when you need to fetch multiple contacts, e.g., for reporting or synchronization.

Update Contact

Tool to update an existing contact. Use when you have a contact's JNID and need to modify its fields. Call after fetching or creating a contact.

Create File Attachment Type

Creates a new file attachment type in JobNimbus. File types are custom categories used to organize and classify document attachments (e.g., contracts, warranties, photos, permits). You must create a file type before you can upload files with that category.

Create Material Order

Creates a new material order in JobNimbus. A material order tracks materials needed for a job and can be submitted to suppliers. Material orders must be linked to a contact or job record and include at least one line item referencing an existing product from your Products & Services catalog. Prerequisites: - At least one contact or job record must exist (use JOBNIMBUS_CONTACT_LIST to find contacts) - Products must exist in your catalog (use JOBNIMBUS_LIST_PRODUCTS to find product IDs) Note: Custom line items are not supported - all items must reference existing products by their jnid.