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      How Do I Enable the Integration with Solo?

      This article outlines how to create a JobNimbus API key and Webhook(s) in Solo.

      Note: A Solo account is required in order to integrate with JobNimbus.

      Click here to book a demo or call (385) 367-2461 to speak with a member of their sales team.

      In Your JobNimbus Account

      • Click on your profile icon or initials in the top right corner
      • Select Settings from the drop-down menu
      • In the Settings menu on the left, open the API tab
      • Click on the New API key button

      This will pull up the option to create a new API key.

      Once here:

      1. Choose Solo from the drop-down menu under the "Description" column

        Screenshot 2022-10-28 at 11.25.25 AM
      2. Select a profile with full access (ex: "Owner") under the Access Profile column

        Screen Shot 2022-10-11 at 10-09-44 AM-png copy-1
      3. Click Save
      4. Copy the newly created key (you will use this during step 5 of the Solo setup to follow)

      In Your Solo Account

      Important:

      Each event requires its own webhook; configurations are based on whether you primarily use Jobs or Contacts.

      • If using Contacts only, click here to navigate to Contact-specific steps.
      • If using Jobs, click here to navigate to Job-specific steps.


      For Contacts

      1. Click on the menu (three horizontal lines) at the top left corner of your account



      2. Select Company from the side panel and then choose Integrations



      3. From here, select the "Webhooks" drop-down



      4. Click the "New Webhook" button



      5. Once you are here:

        Screenshot 2022-12-22 at 4.00.53 PM
        1. In the Available Webhooks drop-down, choose an event (we currently support "proposal sent" and "customer created")
        2. In the URL field, copy and paste the appropriate italicized link (below):
          1. Proposal sent → https://app.jobnimbus.app/api2/solo/contact/estimate
            Customer created → https://app.jobnimbus.com/api2/solo/contact
        3. Toggle the "Auth" switch on
        4. In the Auth Key field, manually type the word "authorization"
        5. In the Auth Value field, paste the JobNimbus API Key you created and copied during step 4 of the JobNimbus setup above
        6. Click Add Webhook when finished

      For Jobs

      1. Click on the menu (three horizontal lines) at the top left corner of your account



      2. Select Company from the side panel and then choose Integrations



      3. From here, select the "Webhooks" drop-down



      4. Click the "New Webhook" button



      5. Once you are here:

        Screenshot 2022-12-22 at 4.00.53 PM
        1. In the Available Webhooks drop-down, choose an event (we currently support "proposal sent" and "customer created")
        2. In the URL field, copy and paste the appropriate italicized link (below):
          1. Contact created → https://app.jobnimbus.com/api2/solo/contact
            Proposal sent             →https://app.jobnimbus.app/api2/solo/job/estimate
            Customer created → https://app.jobnimbus.com/api2/solo/job
        3. Toggle the "Auth" switch on
        4. Under Auth Type, select "Header" from the drop-down
        5. In the Auth Key field, manually type the word "authorization"
        6. In the Auth Value field, paste the JobNimbus API Key you created and copied during step 4 of the JobNimbus setup above

      Please note:

      When a Job is created in JobNimbus through Solo, you will need to manually relate it to the Contact with which it is associated.