viaSocket

Connect JobNimbus and NextLead to Build Intelligent Automations

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JobNimbus

When this happens...

Choose an Action

NextLead

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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.

Contact Added to List

Contact Added to List

Triggers when a contact is added to a NextLead mailing list and returns the contact event and list details. Supports optional filters by list ID, minimum lead score, and comment.

Request a new Trigger for JobNimbus

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 NextLead?

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

Can we customize how data from JobNimbus is recorded in NextLead?

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

How often does the data sync between JobNimbus and NextLead?

The data sync between JobNimbus and NextLead 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 NextLead?

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 NextLead?

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

About NextLead

NextLead is a cutting-edge platform designed to streamline and enhance lead generation and management processes. It offers tools and features that help businesses capture, track, and convert leads efficiently, ensuring a seamless transition from prospect to customer.

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