Jobnimbus Action Automation
1. Firstname
Input required: Enter the first name of the contact.
2. Lastname
Input required: Enter the last name of the contact.
3. Record Type Name
Input required: Specify the record type name.
4. Status Name
Input required: Specify the status name.
Input required: Enter the unique identifier of the contact you wish to update.
NB: Get the unique ID by using the action "Search Contact By Name".
2. First Name
Input required: Enter the updated first name of the contact.
3. Last Name
Input required: Enter the updated last name of the contact.
4. Address Line 1
Input required: Enter the primary address of the contact.
5. Address Line 2
Input required: Enter any additional address information.
6. City
Input required: Enter the city where the contact resides.
7. State Text
Input required: Enter the state where the contact is located.
8. Zip
Input required: Enter the ZIP code for the contact’s address.
Action: Create Job
1. Name
Input required: Enter the name of the job.
2. Record Type Name
Input required: Specify the record type name.
3. Status Name
Input required: Specify the status name.
Action: Update Job
Input required: Enter the new name of the job.
Input required: Specify the record type name.
Input required: Specify the status name.
Input required: Enter the unique identifier of the job you wish to update.
NB: Get the unique ID by using the action "Search Job By Name".
Input required: Enter the unique identifier of the contact to whom the task will be assigned.
NB: Get the unique ID by using the action "Search Contact By Name".
2. Title
Input required: Enter the title of the task.
3. Date Start
Input required: Select the start date for the task.
4. Date End
Input required: Select the end date for the task.
5. Record Type Name
Input required: Specify the record type name.
Action: Update Task
Input required: Enter the unique identifier of the contact who is updating the task.
NB: Get the unique ID by using the action "Search Contact By Name".
Input required: Enter the unique identifier of the task you wish to update.
NB: Get the unique ID by using the action "Search Task by Title".
3. Title
Input required: Enter the new title of the task.
4. Date Start
Input required: Select the updated start date for the task.
5. Date End
Input required: Select the updated end date for the task.
6. Record Type Name
Input required: Specify the record type name.
Action: Create Activity
1. Related to which Task
Input required: Enter the unique identifier of the task that this activity is associated with.
2. Note
Input required: Provide a description or note regarding the activity.
3. Date Created
Input required: Select the date when the activity is being created.
4. Record Type Name
Input required: Specify the record type name.
Action: Create File
Input required: Enter the unique identifier of the contact to whom this file is related.
2. Subtype
Input required: Specify the subtype of the file.
3. Filename
Input required: Enter the name of the file.
4. Description
Input required: Provide a description of the file.
5. Date
Input required : Select the date when the file is being created.
Action: Create File From Url
Input required: Enter the unique identifier of the contact for whom the file is being created.
NB: Get the unique ID by using the action "Search Contact By Name".
Input Required: Enter the unique identifier of the contact who is creating the file using the URL.
NB: Get the unique ID by using the action "Search Contact By Name".
Input required: Specify the type of the file being created.
Input required: Provide a description of the file.
Input required: Enter the URL from which the file will be created.
Input required: Enter the name of the job you wish to search for.
Input required: Enter the name of the contact you wish to search for.
Input required: Enter the title of the task you wish to search for.
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