Connect JobNimbus and PDF Expert to Build Intelligent Automations

Choose a Trigger

JobNimbus

When this happens...

Choose an Action

PDF Expert

Automatically do this!

Enable Integrations or automations with these events of JobNimbus and PDF Expert

Enable Integrations or automations with these events of JobNimbus and PDF Expert

Triggers

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.

Request a new Trigger for JobNimbus

Actions

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 PDF Expert?

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

Can we customize how data from JobNimbus is recorded in PDF Expert?

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

How often does the data sync between JobNimbus and PDF Expert?

The data sync between JobNimbus and PDF Expert 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 PDF Expert?

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 PDF Expert?

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

About PDF Expert

PDF Expert is a powerful tool designed for managing, editing, and annotating PDF documents. It offers a seamless experience for users who need to work with PDFs, providing features such as text editing, form filling, and document signing. Ideal for both personal and professional use, PDF Expert ensures that users can handle their PDF files with ease and efficiency.

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