viaSocket
Integrations JobNimbus Preset Cloud
JobNimbus + Preset Cloud

Connect JobNimbus and Preset Cloud to Build Intelligent Automations

Choose a Trigger

JobNimbus

When this happens...

Choose an Action

Preset Cloud

Automatically do this!

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.

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 Preset Cloud?

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

Can we customize how data from JobNimbus is recorded in Preset Cloud?

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

How often does the data sync between JobNimbus and Preset Cloud?

The data sync between JobNimbus and Preset Cloud 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 Preset Cloud?

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 Preset Cloud?

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

About Preset Cloud

Preset Cloud is a powerful platform for data exploration and visualization, enabling users to create interactive dashboards and gain insights from their data effortlessly.

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