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

Automatically do this!
List all Campaigns
Create Campaign
Get Campaign By Id
Delete Campaign By Id
List all leads by Campaign ID
Fetch Lead Categories
Fetch Lead by email address
Update lead by ID
Add Client
Add leads to a campaign by ID
Add Lead/Domain to Global Block List
Update Campaign Status
Update a lead’s category
Get Campaign Analytics
Get All Email Account
Pause Lead
Resume Lead
Delete Lead By Campaign ID
List All Clients
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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 lead is unsubscribed
Triggers when a lead category is updated
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 Smartlead AI accounts to viaSocket. Once connected, you can set up a workflow where an event in JobNimbus triggers actions in Smartlead AI (or vice versa).
Absolutely. You can customize how JobNimbus data is recorded in Smartlead AI. This includes choosing which data fields go into which fields of Smartlead AI, setting up custom formats, and filtering out unwanted information.
The data sync between JobNimbus and Smartlead AI 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 Smartlead AI. 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.
Smartlead AI is a cutting-edge platform designed to revolutionize lead generation and management using artificial intelligence. It offers advanced tools to automate and optimize the process of acquiring and nurturing leads, making it an essential tool for businesses looking to enhance their marketing and sales strategies.
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