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How Do I Use the naturalForms Integration?

Learn how to use naturalForms with JobNimbus.

Prior to using the integration, make sure you have:

Using naturalForms

  • Navigate to a Job in the JobNimbus Mobile App.
  • While viewing the record, click the + icon and select naturalForms.
    • iOS

    • Android


  • A list of templates you've synced will appear next. Select one or more to use and click Open in naturalForms.
  • You will then be directed to the naturalForms Mobile App. There, you will see the form(s) that you selected.
    • Select the form and to make certain that it has been auto-populated with the common fields you set up.
    • Finish filling out the form and click the checkmark at the top of the screen. Select Submit.
    • After a few minutes, the final PDF will appear back in JobNimbus under the record's Documents tab.

Supported Fields

  • Job Only

    • JobName

  • Both Contact and Job 

    • JobNimbusId, SalesRep, AddressLine1, AddressLine2, City, State, PostalCode, Country

  • Contact or Job's Primary Contact

    • FirstName, LastName, Company, Email, HomePhone, MobilePhone, WorkPhone, FaxNumber