Webhooks

Overview:

Webhooks are a method for two websites or internet services to transfer data from a beginning point and an endpoint. The data transferred may encompass various purposes such as transferring contact information, sharing event or activity information between systems, or providing a reporting to an endpoint that collects and utilizes the data provided.



Within the Automations function of JobNimbus, you are able to connect JobNimbus to an open, static webhook URL to transfer data to another service. Examples of the record types’ information that may be transported via a webhook from JobNimbus include:

  • Contacts

  • Job details.

  • Tasks

  • Work Orders

  • Material Orders

  • Activity (Notes, System Information, and Timestamps)

Setting Up Webhooks:

Prior to being able to set up a webhook within JobNimbus, you will want to familiarize yourself with our Automations instructions. Additionally, to connect JobNimbus to an outside service using a webhook, you will want to retrieve from the outside service a static webhook URL. Please contact support of the outside service if you are unfamiliar with how to retrieve this.

Once these are available, proceed to:

  1. From your newly created automation or an existing automation, select Add Action.

  2. From the

    action

    drop-down menu, select Webhook.

  3. Select + Continue.

  4. Paste/type your URL into the field labeled “Webhook Url”.

  5. Select + Save.

  6. Save your Automation.

  7. Your automation is now live, and the data will be sent to the URL provided.

Data and Fields Available:

The following fields are available for the various record types provided via a webhook URL:

  • Contacts:

    address line1, address line2, city, company, country name, created by, created by email, created by name, date created, date end, date start, date status change, date updated, description, display name, email, external id, fax number, first name, home phone, jnid (JobNimbus ID), last name, mobile phone, number, owners (Assignees), record type name, sales rep, sales rep email, sales rep name, source name, state text, status name, tags, type, website, work phone, zip.

  • Jobs:

    address line1, address line2, city, country name, created by, created by name, date created, date end, date start, date status change, date updated, description, external id, jnid (JobNimbus ID), name, number, owners (Assignees), primary id, primary name, primary number, primary type, record type name, related, sales rep, sales rep name, source name, state text, status name, tags, type, type contact, zip

  • Tasks

    created by, created by email, created by name, date created, date end, date start, date updated, description, external id, is completed, number, owners (Assignees), primary, priority, record type name, related, tags, title, type

  • Work Orders:

    date updated, created by, created by email, created by name, customer note, date created, date end, date start, date status change, internal note, jnid (JobNimbus ID), number, owners (Assignees), record type name, related, sales rep, status name, type

  • Material Orders:

    created by, created by email, created by name, customer note, date created, date material order, date status change, date updated, internal note, jnid (JobNimbus ID), number, owners (Assignees), related, sales rep, status name, type

  • Activity (Notes, System Information, and Timestamps):

    created by email, created by name, created by, date created, date updated, email status, external id, is status change, jnid (JobNimbus ID), note, owners (Assignees), primary id, primary name, primary new status, primary old status, primary type, record type name, related, sales rep, sales rep name, type