Integrations JobNimbus Follow Up Boss
JobNimbus + Follow Up Boss

Connect JobNimbus and Follow Up Boss to Build Intelligent Automations

Choose a Trigger

JobNimbus

When this happens...

Choose an Action

Follow Up Boss

Automatically do this!

Ready to use JobNimbus and Follow Up Boss automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Task Created Modified or Deleted

Task Created Modified or Deleted

Trigger when a new task is created, modified or deleted.

New Estimate

New Estimate

Trigger when New Estimate is created.

Invoice Sent

Invoice Sent

Trigger when a invoice status is changed to sent.

New Deal Created

New Deal Created

Triggers when new deal is created.

New Appointment Is Created

New Appointment Is Created

Runs when new appointment is created

New Contact Created

New Contact Created

Runs when new contact is created

Do thisActions

Action is the task that follows automatically within your JobNimbus integrations.

Create Contact

Create Contact

create a new contact within JobNimbus.

List All Contacts

List All Contacts

Retrieves the details of all contacts

Create Job

Create Job

Creates a new job, requiring a Contact ID from Create Contact.

Find Contact by ID

Find Contact by ID

Find Contact by ID

List All Jobs

List All Jobs

Retrieves the details of all the jobs within a JobNimbus account.

List All Tasks

List All Tasks

Retrieves the details of all the tasks within a JobNimbus account.

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Frequently Asked Questions

How do I start an integration between JobNimbus and Follow Up Boss?

To start, connect both your JobNimbus and Follow Up Boss accounts to viaSocket. Once connected, you can set up a workflow where an event in JobNimbus triggers actions in Follow Up Boss (or vice versa).

Can we customize how data from JobNimbus is recorded in Follow Up Boss?

Absolutely. You can customize how JobNimbus data is recorded in Follow Up Boss. This includes choosing which data fields go into which fields of Follow Up Boss, setting up custom formats, and filtering out unwanted information.

How often does the data sync between JobNimbus and Follow Up Boss?

The data sync between JobNimbus and Follow Up Boss typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from JobNimbus to Follow Up Boss?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between JobNimbus and Follow Up Boss?

Yes, you can set conditional logic to control the flow of data between JobNimbus and Follow Up Boss. 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.

JobNimbus

About JobNimbus

JobNimbus CRM + Project Management for the service industry.

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Follow Up Boss

About Follow Up Boss

Simple lead management software for real estate agents and brokers. Follow Up Boss takes all your leads and puts them in one simple system automatically. Helps you to respond fast and convert more leads into closings.

Learn More