crm · project-management · 0 triggers · 21 actions
JobNimbus is a CRM and project management software designed for contractors, helping streamline scheduling, estimates, invoicing, and job tracking. Add JobNimbus to your Stream Deck workflows with guided setup for the connection details it needs.
Add JobNimbus to a workflow and pair it with a Stream Deck button to run it in one press — handy for crm tasks. Combine it with OBS, your Elgato tools, or any other app you connect to build a routine that fits how you work.
Browse all templatesSteps your workflow can perform in JobNimbus.
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 can upload files with that category.
Tool to create a new location in JobNimbus. Use after gathering address and contact details.
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 item referencing an existing product from your Products & Services catalog. Prerequisites: - At least one contact or job record must exist (use JOBNIMBUS_CONTACT_LIST to find contacts) - Products must exist in your catalog (use JOBNIMBUS_LIST_PRODUCTS to find product IDs) Note: Custom line items are not supported - all items must reference existing products by their jnid.
Tool to create a new task. Use when scheduling or tracking tasks linked to contacts or jobs.
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'.
Tool to retrieve account-wide settings (workflows, types, sources). Use after authenticating to load or refresh workflow and source mappings.
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 details about what changed, who made the change, and when it occurred. Use this action when you need detailed information about a specific activity, such as viewing the full history of changes or understanding who performed an action.
Tool to retrieve a contact by ID. Use after obtaining the contact’s jnid to fetch full details.
JobNimbus is a CRM and project management software designed for contractors, helping streamline scheduling, estimates, invoicing, and job tracking.
Create your Conductor Deck account: no credit card required.
Follow the setup prompts for JobNimbus. Conductor Deck handles the app authorization or required connection details inside the workflow builder.
Add a JobNimbus action to your visual workflow canvas. Configure the options you need, then connect it to other steps.
Sync your workflow to any Stream Deck button. Press once to trigger the entire sequence.
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