Connect JobNimbus and Capterra to Build Intelligent Automations
Choose a Trigger
When this happens...
Task Created Modified or Deleted
New Estimate
Invoice Sent
Choose an Action
Automatically do this!
- Request a new Action for Capterra
Enable Integrations or automations with these events of JobNimbus and Capterra
Enable Integrations or automations with these events of JobNimbus and Capterra
Triggers
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.
Actions
Create Contact
create a new contact within JobNimbus.
List All Contacts
Retrieves the details of all contacts
Create Job
Creates a new job, requiring a Contact ID from Create Contact.
Find Contact by ID
Find Contact by ID
List All Jobs
Retrieves the details of all the jobs within a JobNimbus account.
List All Tasks
Retrieves the details of all the tasks within a JobNimbus account.
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- text is aiReplytoCommentSend a Private ReplyAdd Step
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- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
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Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your JobNimbus and Capterra accounts to viaSocket. Once connected, you can set up a workflow where an event in JobNimbus triggers actions in Capterra (or vice versa).
Absolutely. You can customize how JobNimbus data is recorded in Capterra. This includes choosing which data fields go into which fields of Capterra, setting up custom formats, and filtering out unwanted information.
The data sync between JobNimbus and Capterra 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 Capterra. 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 Capterra
Capterra is a leading online marketplace for software solutions. It helps businesses and professionals compare software, read verified reviews, and find the right tools for their needs across categories like project management, CRM, accounting, HR, and more.
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