Connect Leadrat and JobNimbus to Build Intelligent Automations

Choose a Trigger

Leadrat

When this happens...

Choose an Action

JobNimbus

Automatically do this!

Ready to use Leadrat and JobNimbus automations

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 Leadrat

Do thisActions

Action is the task that follows automatically within your Leadrat integrations.

Create Lead

Create Lead

Create a new lead in Leadrat including contact, property, schedule, and team details.

Get Leads

Get Leads

Get All Leads from LeadRAT

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

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Frequently Asked Questions

How do I start an integration between Leadrat and JobNimbus?

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

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

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

How often does the data sync between Leadrat and JobNimbus?

The data sync between Leadrat and JobNimbus 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 Leadrat to JobNimbus?

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 Leadrat and JobNimbus?

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

Leadrat

About Leadrat

Leadrat is a cutting-edge platform designed to enhance lead management and conversion strategies. It offers tools to streamline the process of capturing, tracking, and nurturing leads, ensuring businesses can maximize their sales potential.

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JobNimbus

About JobNimbus

JobNimbus CRM + Project Management for the service industry.

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