naturalForms

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

  1. Navigate to a Contact or Job in the JobNimbus Mobile App.
  2. While viewing the record, click the + icon and select "naturalForms".
    1. iOS



    2. Android
  3. 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.
  1. Select the form and to make certain that it has been auto-populated with the common fields you set up.
  2. Finish filling out the form and click the checkmark at the top of the screen. Select Submit.
  3. 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