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

Automatically do this!
Create Lead
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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 lead is created.
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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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 Odoo accounts to viaSocket. Once connected, you can set up a workflow where an event in JobNimbus triggers actions in Odoo (or vice versa).
Absolutely. You can customize how JobNimbus data is recorded in Odoo. This includes choosing which data fields go into which fields of Odoo, setting up custom formats, and filtering out unwanted information.
The data sync between JobNimbus and Odoo 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 Odoo. 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.
Odoo is a comprehensive suite of open-source business applications that covers all your company needs: CRM, eCommerce, accounting, inventory, point of sale, project management, and more. It is designed to streamline business processes and improve productivity by providing a fully integrated and customizable platform.
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