Enable Integrations or automations with these events of JobNimbus and kapta
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.
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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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your JobNimbus and kapta accounts to viaSocket. Once connected, you can set up a workflow where an event in JobNimbus triggers actions in kapta (or vice versa).
Absolutely. You can customize how JobNimbus data is recorded in kapta. This includes choosing which data fields go into which fields of kapta, setting up custom formats, and filtering out unwanted information.
The data sync between JobNimbus and kapta 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 kapta. 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.
Kapta is a CRM that is the tool your Account Management team needs to drive growth and retention with your existing clients.
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