Zapier

How do I use JobNimbus to trigger a Zap?

When selecting JobNimbus as the Zap trigger, the following scenarios, options, and data fields are available:


kbase v2 JN as trigger Zapier UI update

Please note that "Activity Created" is not a supported trigger at this time.

Job

After confirming the JobNimbus account, Zapier will present you with several filter options, including deleted, created or modified, modified, and created.

  • Select the desired filter

    kbase v2 JN as trigger filters job Zapier UI update

  • Once chosen, fetch a test record from the system and continue by selecting Test Trigger

  • The data fields available for this record type will include the following:
• actual_time • date_updated • last_invoice • source
• address_line1 • description • location • source_name
• address_line2 • estimated_time • name • state
• city • fieldassists •  number • state_text
• country • geo • owners • status
• country_name • id • primary • status_name
• created_by • image_id • related • subcontractors
• created_by_name • is_active • recid • tags
• customer • is_archived • record_type • task_count
• date_end • is_closed • record_type_name • type
• date_created • is_lead • rules • zip
• date_start • jnid • sales_rep  
• date_status_change • last_estimate • sales_rep_name  

Contact

After confirming the JobNimbus account, Zapier will present you with several filters, including deleted, created or modified, modified, and created.

  • Select the desired filter

    contact trigger

  • Once chosen, fetch a test record from the system and continue by selecting Test Trigger
  • The data fields available from this record type will include the following:
      • actual_time • date_updated • is_user • sales_rep_name
      • address_line1 • description • jnid • source
      • address_line2 • email • last_estimate • source_name
      • city • estimated_time • last_invoice • state
      • color • fax_number • last_name • state_text
      • company • fieldassists • location • status
      • country • first_name • mobile_phone • status_name
      • country_name • geo • number • subcontractors
      • created_by • home_phone • owners • tags
      • created_by_name • id • recid • task_count
      • customer • image_id • record_type • type
      • date_created • is_active • record_type_name • website
      • date_end • is_archived • related • work_phone
      • date_start • is_closedA • rules • zip
      • date_status_change • is_sub_contractor • sales_rep