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

Automatically do this!
Create Person
Create Company
Update Person
Update Company
Search Person
Search Company
Get a Company
Get a Person
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.
Triggers when a new company is created or added to a group.
Triggers when a new person is created or added to a group.
Triggers when a company is deleted from the workspace or removed from a group.
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 folk accounts to viaSocket. Once connected, you can set up a workflow where an event in JobNimbus triggers actions in folk (or vice versa).
Absolutely. You can customize how JobNimbus data is recorded in folk. This includes choosing which data fields go into which fields of folk, setting up custom formats, and filtering out unwanted information.
The data sync between JobNimbus and folk 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 folk. 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.
Folk is the next-generation CRM for teams, designed to make relationship management simple, collaborative, and adaptable. It centralizes contacts, deals, and communications in one intuitive workspace, so teams can work together seamlessly. With customizable fields, powerful search, and flexible pipelines, Folk adapts to any workflow — whether for sales, recruiting, partnerships, or community building. Its modern design and integrations help teams save time, stay organized, and focus on building stronger relationships.
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