JobNimbus Integration — Automate JobNimbus with AI on Beauto
JobNimbus is a CRM and project management software designed for contractors, helping streamline scheduling, estimates, invoicing, and job tracking.
Category: crm, project management · 21 actions available
What you can automate with JobNimbus
Beauto connects JobNimbus with 900+ other apps so you can build AI-powered workflows in minutes. Trigger automations from JobNimbus events, enrich JobNimbus data with AI, or sync JobNimbus with the rest of your stack — without writing code.
- Sync JobNimbus data with Gmail, Slack, Notion, HubSpot, Google Sheets, and more
- Trigger AI agents on new JobNimbus events and route the output anywhere
- Schedule recurring JobNimbus tasks — daily reports, cleanups, or bulk updates
- Use natural language to describe the workflow; Beauto builds it for you
JobNimbus actions Beauto supports
- Create Location — Tool to create a new location in JobNimbus. Use after gathering address and contact details.
- Get Account Settings — Tool to retrieve account-wide settings (workflows, types, sources). Use after authenticating to load or refresh workflow and source mappings.
- Get Activity by ID — Retrieves a specific JobNimbus activity by its unique jnid. Activities in JobNimbus represent logged events such as task modifications, contact updates, job creation, and other system actions. Each activity contains deta
- Get Contact by ID — Tool to retrieve a contact by ID. Use after obtaining the contact’s jnid to fetch full details.
- List Contacts — Tool to list all contacts. Use when you need to fetch multiple contacts, e.g., for reporting or synchronization.
- Update Contact — Tool to update an existing contact. Use when you have a contact's JNID and need to modify its fields. Call after fetching or creating a contact.
- Create File Attachment Type — Creates a new file attachment type in JobNimbus. File types are custom categories used to organize and classify document attachments (e.g., contracts, warranties, photos, permits). You must create a file type before you
- Create Material Order — Creates a new material order in JobNimbus. A material order tracks materials needed for a job and can be submitted to suppliers. Material orders must be linked to a contact or job record and include at least one line ite
- Create Task — Tool to create a new task. Use when scheduling or tracking tasks linked to contacts or jobs.
- Create Workflow Status — Tool to create a new status in an existing workflow. Use after confirming the workflow ID to add specialized status entries like 'Lead' or 'Inspection'.
- Get File Attachment Content by ID — Retrieves the raw content of a specific file attachment from JobNimbus by its unique ID. This action downloads the actual file content (binary data for PDFs, images, etc.) but does NOT return file metadata like filename,
- List Activities — Tool to retrieve all activities. Use after authentication to fetch a paginated list of activities.
- List Invoices — Tool to list all invoices (v2). Use when you need to fetch multiple invoice records.
- List Material Orders — Tool to list all material orders (v2). Use after authentication to fetch multiple material order records.
- List Payments — Tool to retrieve payments list with optional filters. Use after auth.
- List Products — Tool to list all products. Use after authentication to fetch full product catalog.
- List Work Orders — Tool to retrieve all work orders (v2). Use after authentication when you need a paginated list of work orders.
- Get Product by ID — Retrieves detailed information about a specific JobNimbus product using its jnid. Use this action when you need to get full details about a product, including pricing, cost, unit of measurement, and tax settings. Obtain
- List Tasks — Tool to list all tasks. Use when you need an overview of tasks for planning or review.
- Update Task — Update an existing JobNimbus task by its jnid. Allows updating task details like title, description, dates, priority, and task type. Use List Tasks action to find task jnids. Note: To update task type, both record_type a
- Get Units of Measure — Tool to retrieve list of supported units of measure. Use after authenticating when you need to present or validate measurement units.