Connect JobNimbus and Swell Investing to Build Intelligent Automations
Enable Integrations or automations with these events of JobNimbus and Swell Investing
Enable Integrations or automations with these events of JobNimbus and Swell Investing
Triggers
Task Created Modified or Deleted
Trigger when a new task is created, modified or deleted.
New Estimate
Trigger when New Estimate is created.
Invoice Sent
Trigger when a invoice status is changed to sent.
Actions
Create Contact
create a new contact within JobNimbus.
List All Contacts
Retrieves the details of all contacts
Create Job
Creates a new job, requiring a Contact ID from Create Contact.
Find Contact by ID
Find Contact by ID
List All Jobs
Retrieves the details of all the jobs within a JobNimbus account.
List All Tasks
Retrieves the details of all the tasks within a JobNimbus account.
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Automate Instagram DM Replies, Reactions, and Team Alerts
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- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your JobNimbus and Swell Investing accounts to viaSocket. Once connected, you can set up a workflow where an event in JobNimbus triggers actions in Swell Investing (or vice versa).
Absolutely. You can customize how JobNimbus data is recorded in Swell Investing. This includes choosing which data fields go into which fields of Swell Investing, setting up custom formats, and filtering out unwanted information.
The data sync between JobNimbus and Swell Investing 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 Swell Investing. 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.
About Swell Investing
Swell Investing is a platform that allows individuals to invest in companies that are making a positive impact on the world. It focuses on sustainable and socially responsible investing, providing users with the opportunity to align their investment portfolios with their values. The platform offers a range of investment options in sectors such as renewable energy, clean water, and healthy living, aiming to generate both financial returns and positive social outcomes.
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