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

Automatically do this!
Create Folder
Search Document
Rename Document
Delete Document
Create signing request
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.
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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To start, connect both your JobNimbus and Signaturely accounts to viaSocket. Once connected, you can set up a workflow where an event in JobNimbus triggers actions in Signaturely (or vice versa).
Absolutely. You can customize how JobNimbus data is recorded in Signaturely. This includes choosing which data fields go into which fields of Signaturely, setting up custom formats, and filtering out unwanted information.
The data sync between JobNimbus and Signaturely 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 Signaturely. 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.
Signaturely offers an integration that enables you to create documents from templates or trigger actions such as sending or completing documents automatically. Streamline your workflow and save time with Signaturely's efficient integration.
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