JobNimbus

jobnimbus

JobNimbus is a CRM and project management software designed for contractors, helping streamline scheduling, estimates, invoicing, and job tracking.

CRM Project Management Web del proveedor

Acciones

Triggers

Autenticación

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OAuth gestionado

Información técnica: el detalle de parámetros, schemas y triggers de esta página está pensado para equipos de integración. Si solo necesitas saber si tu herramienta favorita está disponible, basta con ver la lista de acciones.

Acciones disponibles (21)

Cada acción es una operación que el agente puede ejecutar contra este conector. Haz clic en una acción para ver sus parámetros.

Create LocationJOBNIMBUS_ACCOUNT_CREATE_LOCATIONAcción

Tool to create a new location in jobnimbus. use after gathering address and contact details.

Parámetros de entrada

zipstring
Postal code for the location
citystring
City of the location
codestring
Short code or abbreviation for the location
namestringObligatorio
Name of the location
phonestring
Phone number for the location
is_activeboolean
Whether the location is active
state_textstring
State or province of the location
country_namestring
Country of the location
address_line1string
First line of the location's address
address_line2string
Second line of the location's address

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

Get Activity by IDJOBNIMBUS_ACTIVITY_GETAcción

Tool to retrieve a specific activity by its id. use after confirming the activity's jnid is valid.

Parámetros de entrada

jnidstringObligatorio
The JobNimbus ID (jnid) of the activity to retrieve.

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

Get Contact by IDJOBNIMBUS_CONTACT_GETAcción

Tool to retrieve a contact by id. use after obtaining the contact’s jnid to fetch full details.

Parámetros de entrada

jnidstringObligatorio
The JobNimbus ID (jnid) of the contact to retrieve.

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

List ContactsJOBNIMBUS_CONTACT_LISTAcción

Tool to list all contacts. use when you need to fetch multiple contacts, e.g., for reporting or synchronization.

Parámetros de entrada

frominteger
Zero-based offset for pagination. Defaults to 0.
sizeinteger
Maximum number of contacts to return (>=1). Defaults to 1000.
fieldsstring
Comma-separated list of contact fields to include. Defaults to all fields.
filterstring
URL-encoded JSON filter for advanced querying.
sort_fieldstring
Field to sort results by. Defaults to 'date_created'.
sort_directionstringenum
Sort order: 'asc' or 'desc'. Defaults to 'desc'.
ascdesc

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

Create File Attachment TypeJOBNIMBUS_CREATE_FILE_TYPEAcción

Tool to create a new file attachment type. use when you need to register a custom document category before uploading files.

Parámetros de entrada

IsActiveboolean
Whether the new file type should be active immediately.
TypeNamestringObligatorio
Name of the new file attachment type.

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

Create Material OrderJOBNIMBUS_CREATE_MATERIAL_ORDERAcción

Tool to create a new material order (v2). use when you need to place a materials order for a contact after gathering item details.

Parámetros de entrada

notesstring
Optional notes or comments about the order.
numberstring
Optional material order number.
statusstring
Status of the material order (e.g., 'Draft', 'Ordered').
vendorIdinteger
Identifier of the vendor for this order.
contactIdintegerObligatorio
Unique identifier of the contact to link this order.
assignedToIdinteger
User ID to whom this order is assigned.
expectedDatestring
Expected delivery date in ISO 8601 format (YYYY-MM-DD).
materialOrderItemsobject[]
List of items to include in this material order.

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

Create TaskJOBNIMBUS_CREATE_TASKAcción

Tool to create a new task. use when scheduling or tracking tasks linked to contacts or jobs.

Parámetros de entrada

titlestringObligatorio
Title of the task.
relatedobject[]
List of related records (contacts or jobs) to attach this task to.
date_endinteger
End date as a Unix timestamp (seconds since epoch). Use 0 or omit for open-ended tasks.
date_startintegerObligatorio
Start date as a Unix timestamp (seconds since epoch).
record_typeinteger
Numeric identifier of the task type.
record_type_namestringObligatorio
Name of the task type as defined in account settings.

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

Create Workflow StatusJOBNIMBUS_CREATE_WORKFLOW_STATUSAcción

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'.

Parámetros de entrada

namestringObligatorio
Display name of the new status
is_leadboolean
Whether this status marks a lead
is_activeboolean
Whether the status is active
is_closedboolean
Whether this status marks closure
workflowidstringObligatorio
ID of the target workflow
is_archivedboolean
Whether this status should be archived
force_mobile_syncboolean
Whether to force mobile sync on status change
send_to_quickbooksboolean
Whether to sync this status to QuickBooks

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

Get File Attachment by IDJOBNIMBUS_FILE_GETAcción

Tool to retrieve a specific file attachment's raw content by id.

Parámetros de entrada

jnidstringObligatorio
The JobNimbus ID (jnid) of the file to retrieve.

Parámetros de salida

datastringObligatorio
Raw file content as text or base64 string.
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

Get Account SettingsJOBNIMBUS_JOBNIMBUS_ACCOUNT_GET_SETTINGSAcción

Tool to retrieve account-wide settings (workflows, types, sources). use after authenticating to load or refresh workflow and source mappings.

Parámetros de entrada

actorstring
Optional JobNimbus user email to impersonate this request

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

Update ContactJOBNIMBUS_JOBNIMBUS_CONTACT_UPDATEAcción

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.

Parámetros de entrada

zipstring
ZIP code of the contact
citystring
City of the contact
jnidstringObligatorio
Unique JobNimbus identifier of the contact to update
tagsstring[]
Tags associated with the contact
emailstring
Email address of the contact
companystring
Company name associated with the contact
websitestring
Website URL
lastNamestring
Last name of the contact
faxNumberstring
Fax number
firstNamestring
First name of the contact
homePhonestring
Home phone number
stateTextstring
State of the contact
workPhonestring
Work phone number
externalIdstring
External identifier
sourceNamestring
Source from which the contact originated
statusNamestring
Status of the contact
contactTypestring
Type/category of the contact
descriptionstring
Internal notes or description
displayNamestring
Display name of the contact
mobilePhonestring
Mobile phone number
addressLine1string
Address line 1
addressLine2string
Address line 2
salesRepNamestring
Name of the sales representative

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

List TasksJOBNIMBUS_JOBNIMBUS_TASK_LISTAcción

Tool to list all tasks. use when you need an overview of tasks for planning or review.

Parámetros de entrada

pageinteger
Page number of results (1-indexed).
statusstring
Filter tasks by status.
due_datestring
Filter by due date in YYYY-MM-DD format.
per_pageinteger
Number of results per page.
assigned_tointeger
Filter by assigned user ID.

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

List ActivitiesJOBNIMBUS_LIST_ACTIVITIESAcción

Tool to retrieve all activities. use after authentication to fetch a paginated list of activities.

Parámetros de entrada

sizeinteger
Maximum number of activities to return (>=1). Defaults to 1000.
fieldsstring
Comma-separated list of activity fields to include. Defaults to all fields.
filterstring
URL-encoded JSON filter for advanced querying.
offsetinteger
Zero-based offset for pagination. Defaults to 0.
sort_fieldstring
Field to sort results by. Defaults to 'date_created'.
sort_directionstringenum
Sort order: 'asc' or 'desc'. Defaults to 'desc'.
ascdesc

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

List InvoicesJOBNIMBUS_LIST_INVOICESAcción

Tool to list all invoices (v2). use when you need to fetch multiple invoice records.

Parámetros de entrada

frominteger
Zero-based offset for pagination. Defaults to 0.
sizeinteger
Maximum number of invoices to return (>=1). Defaults to 1000.
fieldsstring
Comma-separated list of invoice fields to include. Defaults to all fields.
filterstring
URL-encoded JSON filter for advanced querying.
sort_fieldstring
Field to sort results by. Defaults to 'date_created'.
sort_directionstringenum
Sort order: 'asc' or 'desc'. Defaults to 'desc'.
ascdesc

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

List Material OrdersJOBNIMBUS_LIST_MATERIAL_ORDERSAcción

Tool to list all material orders (v2). use after authentication to fetch multiple material order records.

Parámetros de entrada

frominteger
Zero-based offset for pagination. Defaults to 0.
sizeinteger
Maximum number of material orders to return (>=1). Defaults to 1000.
fieldsstring
Comma-separated list of material order fields to include. Defaults to all fields.
filterstring
URL-encoded JSON filter for advanced querying.
sort_fieldstring
Field to sort results by. Defaults to 'date_created'.
sort_directionstringenum
Sort order: 'asc' or 'desc'. Defaults to 'desc'.
ascdesc

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

List PaymentsJOBNIMBUS_LIST_PAYMENTSAcción

Tool to retrieve payments list with optional filters. use after auth.

Parámetros de entrada

pageinteger
Page number for pagination (>=1). Defaults to 1.
jobIdinteger
Filter payments by associated job ID.
dateTostring
End date (YYYY-MM-DD) filter.
perPageinteger
Number of payments per page (>=1). Defaults to 100.
dateFromstring
Start date (YYYY-MM-DD) filter.
contactIdinteger
Filter payments by associated contact ID.

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

List ProductsJOBNIMBUS_LIST_PRODUCTSAcción

Tool to list all products. use after authentication to fetch full product catalog.

Parámetros de entrada

frominteger
Zero-based offset for pagination. Defaults to 0.
sizeinteger
Maximum number of products to return (>=1). Defaults to 1000.
fieldsstring
Comma-separated list of product fields to include. Defaults to all fields.
filterstring
URL-encoded JSON filter for advanced querying.
sort_fieldstring
Field to sort results by. Defaults to 'date_created'.
sort_directionstringenum
Sort order: 'asc' or 'desc'. Defaults to 'desc'.
ascdesc

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

List Work OrdersJOBNIMBUS_LIST_WORKORDERSAcción

Tool to retrieve all work orders (v2). use after authentication when you need a paginated list of work orders.

Parámetros de entrada

frominteger
Zero-based offset for pagination. Defaults to 0.
sizeinteger
Maximum number of work orders to return (>=1). Defaults to 1000.
fieldsstring
Comma-separated list of work order fields to include. Defaults to all fields.
filterstring
URL-encoded JSON filter for advanced querying.
sort_fieldstring
Field to sort results by. Defaults to 'date_created'.
sort_directionstringenum
Sort order: 'asc' or 'desc'. Defaults to 'desc'.
ascdesc

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

Get Product by IDJOBNIMBUS_PRODUCT_GETAcción

Tool to retrieve a specific product by id (v2). use after confirming the product's jnid to fetch its details.

Parámetros de entrada

jnidstringObligatorio
The JobNimbus product ID (jnid) to retrieve.

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

Update TaskJOBNIMBUS_UPDATE_TASKAcción

Tool to update an existing task. use after confirming the task’s jnid and desired changes.

Parámetros de entrada

jnidstringObligatorio
JobNimbus ID of the task to update
titlestring
Title of the task
relatedstring[]
List of JobNimbus IDs of related records
date_endinteger
End timestamp of the task (Unix epoch seconds)
priorityinteger
Priority of the task (0=none,1=high,2=medium,3=low)
date_startinteger
Start timestamp of the task (Unix epoch seconds)
descriptionstring
Description or notes for the task
record_typeinteger
ID of the task type
is_completedboolean
Whether the task is completed
record_type_namestring
Name of the task type

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

Get Units of MeasureJOBNIMBUS_UTILITY_GET_UOMSAcción

Tool to retrieve list of supported units of measure. use after authenticating when you need to present or validate measurement units.

Parámetros de entrada

Sin parámetros.

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not