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JobNimbus + PDFMonkey

Connect JobNimbus and PDFMonkey to Build Intelligent Automations

Choose a Trigger

JobNimbus

When this happens...

Choose an Action

PDFMonkey

Automatically do this!

Ready to use JobNimbus and PDFMonkey automations

Explore more automations built by businesses and experts

Automate Instagram Comment Replies with Smart DMs

trigger
When
Default app icon
Instagram for Business
Instant Trigger
Do
getRandomCommentReplyFunction
cmntp4d3SwSR
IF
    • text is ai
      Workflow step icon
      ReplytoComment
      Workflow step icon
      Send a Private Reply
      Add Step
    • Is guide comment
      Workflow step icon
      ReplytoComment Guide
      Workflow step icon
      Send a Private Reply Guide
      Add Step
    • multi keyword match
      cmntdqJzLMYS
      Workflow step icon
      ReplytoCommentMultiKeyword
      Add Step
Continue from here
View Template

Automate Expense Report Approvals via Slack & QuickBooks

trigger
app icon
app icon
app icon
app icon
When
Default app icon
Google Forms
Runs Every 15 Minutes
Do
Workflow step icon
Send for Approval
IF
    • Send for Approval accept
      Workflow step icon
      Create Entry of expenses
      Add Step
    • Send for reject
      Workflow step icon
      Mail for Rejection
      Add Step
Continue from here
Workflow step icon
Add Expense Details
View Template

Automate Instagram DM Replies, Reactions, and Team Alerts

trigger
app icon
app icon
When
Default app icon
Instagram for Business
Instant Trigger
Do
convertTimestampToIST_Message_Time
Workflow step icon
Give Prompt and Get Structured Response
IF
    • has response
      Workflow step icon
      SendDMMessage
      Add Step
    • Notify team
      Workflow step icon
      SendMail
      Add Step
    • has react
      Workflow step icon
      SendDMMessage React
      Add Step
Continue from here
View Template

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.

New PDF Generated Successfully

New PDF Generated Successfully

Triggered when a new PDF document is successfully generated.

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.

We'll help you get started

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Frequently Asked Questions

How do I start an integration between JobNimbus and PDFMonkey?

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

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

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

How often does the data sync between JobNimbus and PDFMonkey?

The data sync between JobNimbus and PDFMonkey 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 PDFMonkey?

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 PDFMonkey?

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

CRM
Learn More
PDFMonkey

About PDFMonkey

PDFMonkey is a powerful tool designed to automate the creation of PDF documents. It allows users to generate PDFs from templates using data from various sources, making it ideal for businesses that need to produce invoices, reports, contracts, and other documents efficiently. With its easy-to-use interface and robust API, PDFMonkey streamlines document generation processes, saving time and reducing errors.

DocumentsProposal & Invoice Management
Learn More

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