Connect JobNimbus and finlight 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!
List all Sources
Search Articles
Get Article By Link
Ready to use JobNimbus and finlight automations
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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.
Search Finlight Articles
Searches Finlight for articles using a query and optional countries.
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 finlight accounts to viaSocket. Once connected, you can set up a workflow where an event in JobNimbus triggers actions in finlight (or vice versa).
Absolutely. You can customize how JobNimbus data is recorded in finlight. This includes choosing which data fields go into which fields of finlight, setting up custom formats, and filtering out unwanted information.
The data sync between JobNimbus and finlight 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 finlight. 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 finlight
Finlight is a comprehensive platform designed to streamline financial management and investment tracking. It offers tools for analyzing financial data, managing portfolios, and generating insightful reports, making it ideal for both individual investors and financial professionals.
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