
When this happens...
Task Created Modified or Deleted
New Estimate
Invoice Sent

Automatically do this!
Create List Entry
Add Note to Record
Update Record
Update List Entry
Create Task
Delete Entry From List
Create Record
List All Objects
List Lists
List Workspace Members
List All Notes
List All Tasks
Create Or Update Record
List Records
Get Entries From a List
When this happensTriggers
A trigger is an event that starts a workflow.
Trigger when a new task is created, modified or deleted.
Trigger when New Estimate is created.
Trigger when a invoice status is changed to sent.
Runs when new task is created
Runs the workflow automatically whenever a new record—such as a company, person, or deal—is created in Attio.
Runs when record is updated
Action is the task that follows automatically within your JobNimbus integrations.
create a new contact within JobNimbus.
Retrieves the details of all contacts
Creates a new job, requiring a Contact ID from Create Contact.
Find Contact by ID
Retrieves the details of all the jobs within a JobNimbus account.
Retrieves the details of all the tasks within a JobNimbus account.
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To start, connect both your JobNimbus and Attio accounts to viaSocket. Once connected, you can set up a workflow where an event in JobNimbus triggers actions in Attio (or vice versa).
Absolutely. You can customize how JobNimbus data is recorded in Attio. This includes choosing which data fields go into which fields of Attio, setting up custom formats, and filtering out unwanted information.
The data sync between JobNimbus and Attio 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 JobNimbus and Attio. 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.
Attio is a modern CRM platform designed to help businesses manage their customer relationships more effectively. It offers a range of features including contact management, collaboration tools, and data analytics to streamline communication and enhance customer engagement.
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