Connect Vectara and JobNimbus to Build Intelligent Automations

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Vectara

When this happens...

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Corpora

New Corpora

Retrieve corpora created within the last specified minutes.

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 Vectara

Do thisActions

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

Create Corpus

Create Corpus

Create a new Vectara corpus to store and index documents for search and retrieval.

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.

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Frequently Asked Questions

How do I start an integration between Vectara and JobNimbus?

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

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

Absolutely. You can customize how Vectara 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 Vectara and JobNimbus?

The data sync between Vectara 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 Vectara 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 Vectara and JobNimbus?

Yes, you can set conditional logic to control the flow of data between Vectara 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.

Vectara

About Vectara

Vectara offers advanced AI-driven solutions for natural language processing and understanding, enabling businesses to enhance their customer interactions and data insights.

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JobNimbus

About JobNimbus

JobNimbus CRM + Project Management for the service industry.

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