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.

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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:

  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:

    Screen Shot 2022-09-08 at 5.37.38 PM
    1. In the Available Webhooks dropdown, choose an event (we currently support "proposal sent" and "customer created")
    2. In the URL field, type in the appropriate italicized link (below) and replace "your_jn_api_key" with the API key you created and copied during step 4 of the JobNimbus setup:
      1. Proposal sent
      2. Customer created
    3. Click Add Webhook when finished

Important: each event requires its own webhook

You will need one to add a new JobNimbus Contact after creating a new customer in Solo (/solo/contact) and another to send Solo proposals to JobNimbus as an Estimate (/solo/proposal).