

Integrate JobNimbus with Formstack Documents
Send information between JobNimbus and Formstack Documents automatically, without writing any code, using Zoho Flow.

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Supported triggers and actions
Integrate JobNimbus and Formstack Documents using the below triggers and actions
All Triggers - A trigger kickstarts the flow

Contact updated
Triggers when the details of an existing contact are updated

Contact created
Triggers when a new contact is created

Task created or updated
Triggers when a task is created or updated

Activity created or updated
Triggers when an activity is created or updated

Contact created or updated
Triggers when a contact is created or updated

Job created
Triggers when a new job is created

Task created
Triggers when a new task is created

Activity updated
Triggers when the details of an existing activity are updated

Job updated
Triggers when the details of an existing job are updated

Job created or updated
Triggers when a job is created or updated

Task updated
Triggers when the details of an existing task are updated

Activity created
Triggers when a new activity is created

New Merged Document
Triggers when a merged or populated document is created
All Actions - Actions are the automated tasks

Create activity
Creates a new activity

Create contact
Creates a new contact

Create task
Creates a new task

Create job
Creates a new job

Update contact
Updates the details of an existing contact

Update job
Updates the details of an existing job

Update activity
Updates the details of an existing activity

Update task
Updates the details of an existing task

Fetch job
Fetches the details of an existing job using ID

Fetch activity
Fetches the details of an existing activity using ID

Fetch task
Fetches the details of an existing task using ID

Fetch contact
Fetches the details of an existing contact using ID

Create Data Route Merge
Creates a data route merge by sending data to your data route URL

Create Document Merge
Creates a document merge by sending data to merge URL
What is JobNimbus?
JobNimbus is CRM and project management software that helps contractors streamline their communication and manage their teams better.
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What is Formstack Documents?
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