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

Automatically do this!
Create User
Update user
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.
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 Lyzr accounts to viaSocket. Once connected, you can set up a workflow where an event in JobNimbus triggers actions in Lyzr (or vice versa).
Absolutely. You can customize how JobNimbus data is recorded in Lyzr. This includes choosing which data fields go into which fields of Lyzr, setting up custom formats, and filtering out unwanted information.
The data sync between JobNimbus and Lyzr 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 Lyzr. 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.
Lyzr is an advanced AI-driven platform designed to provide businesses with powerful analytics and insights. By leveraging cutting-edge artificial intelligence technologies, Lyzr helps organizations make data-driven decisions, optimize operations, and enhance overall performance. The platform is ideal for companies looking to harness the power of AI to gain a competitive edge in their industry.
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