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JobNimbus

jobnimbus

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

Acciones
21
Triggers
0
Autenticación
OAuth gestionado
No
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