Connect Copilot and JobNimbus to Build Intelligent Automations
Choose a Trigger
When this happens...
New Client
Choose an Action
Automatically do this!
Create Contact
List All Contacts
Create Job
Find Contact by ID
List All Jobs
List All Tasks
List All Activities
List All Products
List All Estimates
List All Invoices
List All Payments
List All Users
Create Attachment
Update Task
Create Task
Create Activity
Create Product
Create a File Type
Create a Task Type
Update Job
Delete Contact
Delete Job
Delete Task
Ready to use Copilot and JobNimbus automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Client
Trigger whenever any new client is created.
Task Created Modified or Deleted
Trigger when a new task is created, modified or deleted.
New Estimate
Trigger when New Estimate is created.
Invoice Sent
Trigger when a invoice status is changed to sent.
Do thisActions
Action is the task that follows automatically within your Copilot integrations.
Create Client
Creates a new client.
Create Company
Create a new company.
Create Message Channel
Create a new message channel.
Create Link
Creates a link in a specified files channel.
Create Folder
Creates a new folder.
Create File
Creates a file in a specified files channel.
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Frequently Asked Questions
To start, connect both your Copilot and JobNimbus accounts to viaSocket. Once connected, you can set up a workflow where an event in Copilot triggers actions in JobNimbus (or vice versa).
Absolutely. You can customize how Copilot data is recorded in JobNimbus. This includes choosing which data fields go into which fields of JobNimbus, setting up custom formats, and filtering out unwanted information.
The data sync between Copilot and JobNimbus typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Copilot and JobNimbus. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Copilot
Create a client portal to combine messaging, payments, and other modules to offer clients a branded, streamlined experience.
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