Connect JobNimbus and Cardly 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!
Invite User to Account
Create a Contact List
Create a Contact
Delete a Contact
Revoke User Access
Send a Card
Synchronize a Contact
Ready to use JobNimbus and Cardly automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
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.
Automation Order Cancelled
Get details about an order that was cancelled for one of your contacts and the rule that originally triggered it.
Automation Order Created
Get details about an order that was just created for one of your contacts based on an automation rule being triggered.
Automation Order Sent
Get details about an order that was dispatched for one of your contacts and the rule that originally triggered it.
Do thisActions
Action is the task that follows automatically within your JobNimbus integrations.
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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Frequently Asked Questions
To start, connect both your JobNimbus and Cardly accounts to viaSocket. Once connected, you can set up a workflow where an event in JobNimbus triggers actions in Cardly (or vice versa).
Absolutely. You can customize how JobNimbus data is recorded in Cardly. This includes choosing which data fields go into which fields of Cardly, setting up custom formats, and filtering out unwanted information.
The data sync between JobNimbus and Cardly 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 Cardly. 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 Cardly
Cardly helps businesses create great engagement with customers by getting out of inboxes and into mailboxes.
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