Connect Espo CRM and JobNimbus to Build Intelligent Automations
Choose a Trigger
When this happens...
New Lead
Lead Status Updated
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 Espo CRM and JobNimbus automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead
Runs when New Lead Is Created
Lead Status Updated
Runs when Lead Status Updated
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 Espo CRM integrations.
Create Lead
Create a new lead using contact and address details.
Get Lead
Fetches Lead details by an ID.
Update Lead
Update lead details.
Find Leads by Text Filter
Find leads that match a text filter.
Create Contact
create a new contact within JobNimbus.
List All Contacts
Retrieves the details of all contacts
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Frequently Asked Questions
To start, connect both your Espo CRM and JobNimbus accounts to viaSocket. Once connected, you can set up a workflow where an event in Espo CRM triggers actions in JobNimbus (or vice versa).
Absolutely. You can customize how Espo CRM 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 Espo CRM 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 Espo CRM 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 Espo CRM
Espo CRM is a versatile customer relationship management platform designed to help businesses manage their customer interactions, sales processes, and marketing efforts efficiently. It offers a range of features including contact management, sales automation, and analytics to enhance customer engagement and drive business growth.
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