JobNimbus integration

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 details about what changed, who made the change, and when it occurred. Use this act…

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 can upload files with that category.

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 item referencing an existing product from your Products & Services catalog. Prereq…

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, content type, or size. If you need metadata, use the files list endpoint inste…

List Activities

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