Zapier Integration Overview

 

General Overview

Zapier is an online service that serves to integrate and connect online programs and software. Zapier allows for the transfer of data based on triggers to and from these programs and software via a method known as a “Zap.” These Zaps can also be used to perform additional actions such as sending an email or text message or updating a database. The scope of what you can do with the software is comprehensive. Using JobNimbus’ integration with Zapier, users can import and export data to thousands of potential endpoints.

Scope of Support

We are thrilled you are choosing to use one of our integrations! We are limited with what we can walk you through within our range of support as Zapier, along with our other integration partners, are the experts on their software.

We are here to provide support for questions you may have about how our software works. Our team can direct you to our support materials that guide you through how to set up integrations with JobNimbus. We can also help lead you to any external support departments you might need, by providing contact information for support departments serving those integrations. That way, you’ll have the best people answering questions that fall outside of our support scope and within theirs.

Getting Started

Zapier offers a 12-day trial of their software, after which time, you can choose to upgrade your service or continue with a free, bottom-tier plan. For more details regarding pricing, please visit https://zapier.com/pricing/. To get started with your free trial, please visit https://zapier.com/sign-up/.

Once you have signed up for your trial Zapier account, you can connect to your JobNimbus account by selecting "Connected Accounts" from the main page of Zapier. Search for "JobNimbus". Select the entry with the JobNimbus logo. A new page will open. Follow the on-screen instructions to request and input your API key. Once complete, you may begin creating new Zaps.
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Connecting New Accounts

After accepting the invite from JobNimbus to participate in our Zapier Beta integration, you’ll have the ability to connect services. This is accomplished by doing the following. 

  1. Select  “Connected Accounts” from the Zapier Dashboard.
  2. In the search box, input the desired account or service name. A drop-down will appear with the name of relevant or similar accounts and services. Select the desired account or service.

  3. After selecting the desired service, follow the on-screen instructions for signing into the service and authorizing the connection with Zapier. 

For more regarding “Connected Accounts” please visit the following Zapier Help page:

https://zapier.com/help/connected-accounts/

Now that you’ve connected these services, you can begin building your first Zap.

Overview of a Zap

A “Zap” is a method of telling Zapier to move data or perform an action based on a particular trigger. The Zap can consist of two or three components, depending on preference and need. The elements of a Zap are as follows: (1) a trigger, (2) a formatter or filter (optional), and (3) an action.

The following is an example of how to set up a Zap. In this scenario, whenever a new Google Form response adds a new row in Google Sheets, JobNimbus creates a contact.

  1. Set up the trigger.

    • From the Zapier dashboard, select “Zaps”.

    • Select “Make a New Zap”.

    • Search for and select your desired service.

    • Select the options for your trigger.


    • Test your trigger.
  2. Formatters.

    You can apply one or many formatters and filters between your trigger and secondary action to help mold your data to each system's needs.You can set up a formatter to convert, splice, or alter your data into various formats. 

    • On the Add Action screen, from the built-in apps, select Formatter.
    • Select your formatter option.
    • Select the data field you are interested in and how you would like that data formatted. Depending on the formatter option chosen, the available fields and transformation methods may vary.
    • Test the formatter.

  3. Filter:

    Another option is to set up a filter for your data. This can be a condition a field must meet before the Zap can continue.

    • To set up a filter, select “Filter” from the built-in apps section of Actions.



    • Select “Save & Continue” button on the Options screen. 



    • Select the desired conditional statements by selecting a field, operator, and desired value, if applicable.



    • Test the filter.

  4. Setting Up Your Secondary Action

    Setting up the action is very similar to setting up the trigger. At this stage in the Zap, you will select how your data will map from either the trigger or formatter and how JobNimbus will input that data into the system. Note: A Zap must have at least one trigger and one action; however, it can have multiple actions.

    • Select your desired service.



    • Select your desired option or filter.



    • Confirm the connected account (if prompted).

    • Map the desired fields from the data input or formatters into the action fields.

      1. Next, to the desired field, select the “Insert a Field” option.



      2. From the drop-down, select or search for the desired field to map.



    • Repeat the above step as necessary until all desired fields are mapped.

    • Test the action.



  5. Once the last step of your Zap is complete, all that is left to do is to turn it on. Once complete, you can return to your Zapier Dashboard or create another Zap.


Using JobNimbus as a Trigger in a Zap

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

  1. 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.
    •  Once complete, fetch a test record from the system and continue by selecting “Fetch & Continue”.

    • The data fields available from this record type will include the following.

      1. is_lead
      2. last_invoice
      3. date_updated
      4. created_by_name
      5. date_end
      6. number
      7. related
      8. record_type
      9. record_type_name
      10. id
      11. is_closed
      12. sales_rep_name
      13. last_estimate
      14. date_start
      15. created_by
      16. state
      17. location
      18. country_name
      19. type
      20. is_archived
      21. date_status_change
      22. status
      23. rules
      24. sales_rep
      25. is_active
      26. primary
      27. state_text
      28. estimated_time
      29. geo
      30. customer
      31. owners
      32. name
      33. status_name
      34. country
      35. jnid
      36. recid
      37. date_created
      38. actual_time
      39. task_count
      40. source_name
      41. address_line2
      42. city
      43. address_line1
      44. zip
      45. source
      46. fieldassists
      47. subcontractors
      48. description
      49. tags
      50. image_id
  2. 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.



    • Once complete, fetch a test record from the system and continue by selecting “Fetch & Continue.” 

    • The data fields available from this record type will include the following:

      1. status
      2. is_lead
      3. last_name
      4. last_invoice
      5. date_updated
      6. created_by_name
      7. is_archived
      8. number
      9. record_type
      10. record_type_name
      11. id
      12. is_closedA
      13. city
      14. first_name
      15. address_line1
      16. zip
      17. last_estimate
      18. Is_sub_contractor
      19. date_start
      20. created_by
      21. state
      22. location
      23. home_phone
      24. country_name
      25. type
      26. email
      27. date_status_change
      28. mobile_phone
      29. description
      30. is_active
      31. state_text
      32. estimated_time
      33. geo
      34. customer
      35. is_user
      36. status_name
      37. country
      38. jnid
      39. date_end
      40. recid
      41. date_created
      42. actual_time
      43. task_count
      44. related
      45. source_name
      46. address_line2
      47. sales_rep_name
      48. source
      49. fieldassists
      50. website
      51. subcontractors
      52. tags
      53. rules
      54. sales_rep
      55. company
      56. fax_number
      57. image_id
      58. color
      59. owners
      60. work_phone

  1. Activity

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

    • Once complete, fetch a test record from the system and continue by selecting “Fetch & Continue”.

    • The data fields available from this record type will include the following:

      1. Customer
      2. Note
      3. Created_by_name
      4. Is_archived
      5. Jnid
      6. Is_active
      7. Primary
      8. Related
      9. Is_editable
      10. Source:
      11. Created_by
      12. Date_updated
      13. Is_status_change
      14. Date_created
      15. Type
      16. Id
      17. Record_type_name
      18. Location
      19. owners

 

Using JobNimbus as an Action in a Zap

When selecting JobNimbus as the Zap action, the following scenarios, options, and data fields are available.

 

  1. Create Contact

    • After confirming the JobNimbus account, you will be prompted to map the fields of data from your trigger, formatters, and filters into your JobNimbus action. You can select the desired input field by selecting the “Inserting a Field” option. You can then search or select the desired field from the drop-down provided.

    • Below are the fields that the data can be mapped into and a general description of their function:

      1. Is Active:

        Marked with a true or false value as being active in the JobNimbus system, currently.

      2. First Name:

        An alphanumeric field used as primary means of identification in the system.

      3. Last Name:

        An alphanumeric field used as primary means of identification in the system.

      4. Company:

        An alphanumeric field used as primary means of identification in the system.

      5. Description:

        An alphanumeric field in the system used for general comments or notes to be included on the record. Supports the use of simple HTML tags include em and strong.

      6. Email:

        This field is formatted to the general format of an email such as name@domain.com. Intended use is only one email address within this field.

      7. Home Phone:

        Numeric field which allows for typical phone formatting (i,e. 123-456-7890)

      8. Mobile Phone:

        Numeric field which allows for typical phone formatting (i,e. 123-456-7890)

      9. Work Phone:

        Numeric field which allows for typical phone formatting (i,e. 123-456-7890)
      10. Fax Number:

        Numeric field which allows for typical phone formatting (i,e. 123-456-7890)
      11. Address Line 1:

        An alphanumeric field representing the first line of text in an address (i,e. 123 Main Street).

      12. Address Line 2:

        An alphanumeric field representing the second line of text in an address (i,e. Apt 1002).

      13. City:

        An alphabetical text field representing the city of an address (i,e. Salt Lake City).

      14. State Text:

        An alphabetical text field representing the two-letter state code of an address (i,e. UT).

      15. Country Name:

        An alphabetic text field representing the two-letter country code of an address (i,e. US)

      16. Zip:

        An alphanumeric field representing the Zip or Postal code of the address.

      17. Website:

        A text field allowing the formatting of a website (i,e. www.jobnimbus.com).

      18. Record Type Name:

        The name of a contact workflow in JobNimbus. Note that the incoming data or manually inputted text must match the contact workflow’s name exactly.

      19. Status Name:

        The name of a status in the aforementioned contact workflow in JobNimbus. Note that the incoming or manually inputted text must match the status’ name exactly.

      20. Source Name:

        The name of the lead source in JobNimbus. Please note that the text must match the lead source described in JobNimbus.

    • Once all desired fields have been mapped, select “Continue” and test the action.

  2. Find Contact by Email or ID

    This action allows you match a field of data from an input, formatter or previous action’s data field to an existing JobNimbus contact by email or id. This action is used as an intermediary as a system lookup between a prior trigger or action and the following action.

    • After confirming the JobNimbus account, you will be prompted to find the JobNimbus contact by mapping it to a previous trigger or formatter data field.
    • You can select the desired input field by selecting the “Inserting a Field” option. You can then search or select the desired field from the drop-down provided.
    • Once you have mapped the fields, select “Continue” and test the action.

Contact Information for Zapier

Zapier has chosen only to have email support. It also has an online knowledge base which can be found here:

 

Email support: https://zapier.com/help/

 

Knowledge Base article on common Zap problems:  https://zapier.com/help/problems-zaps/