JobNimbus for AI agents
Agents read JobNimbus at once. Changes and sends are held for a person's approval by default.
About JobNimbus
JobNimbus is a CRM and project management software designed for contractors, helping streamline scheduling, estimates, invoicing, and job tracking.
What an agent can do in JobNimbus
Every JobNimbus action is classed by the platform as a read, a change or a send. Reads run at once. Changes and sends are held for a person by default.
Runs at once (reads)
Looks things up in JobNimbus without asking first. 14 actions.
- Get Account SettingsTool to retrieve account-wide settings (workflows, types, sources). Use after authenticating to load or refresh workflow and source mappings.
- Get Activity by IDRetrieves 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 ac
- Get Contact by IDTool to retrieve a contact by ID. Use after obtaining the contact’s jnid to fetch full details.
- List ContactsTool to list all contacts. Use when you need to fetch multiple contacts, e.g., for reporting or synchronization.
- Get File Attachment Content by IDRetrieves 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 met
- List ActivitiesTool to retrieve all activities. Use after authentication to fetch a paginated list of activities.
- List InvoicesTool to list all invoices (v2). Use when you need to fetch multiple invoice records.
- List Material OrdersTool to list all material orders (v2). Use after authentication to fetch multiple material order records.
- List PaymentsTool to retrieve payments list with optional filters. Use after auth.
- List ProductsTool to list all products. Use after authentication to fetch full product catalog.
- List Work OrdersTool to retrieve all work orders (v2). Use after authentication when you need a paginated list of work orders.
- Get Product by IDRetrieves detailed information about a specific JobNimbus product using its jnid. Use this action when you need to get full details about a product, including pricing, cost, unit of measurement, and t
Show all 14
- List TasksTool to list all tasks. Use when you need an overview of tasks for planning or review.
- Get Units of MeasureTool to retrieve list of supported units of measure. Use after authenticating when you need to present or validate measurement units.
Held for approval by default (changes and sends)
Held for a person's approval by default. The approval is recorded and the action is sent once, never twice, with 10 seconds to undo. 7 actions.
- Create LocationTool to create a new location in JobNimbus. Use after gathering address and contact details.
- Update ContactTool 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 TypeCreates 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 f
- Create Material OrderCreates 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 a
- Create TaskTool to create a new task. Use when scheduling or tracking tasks linked to contacts or jobs.
- Create Workflow StatusTool to create a new status in an existing workflow. Use after confirming the workflow ID to add specialized status entries like 'Lead' or 'Inspection'.
- Update TaskUpdate an existing JobNimbus task by its jnid. Allows updating task details like title, description, dates, priority, and task type. Use List Tasks action to find task jnids. Note: To update task type
Changes wait in Needs you
Changes and sends in JobNimbus are held for a person's approval by default. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.
Related connectors
JobNimbus questions
Can an agent change data in JobNimbus on its own?
Not by default. Changes and sends in JobNimbus are held for a person's approval. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.
What can an agent read in JobNimbus?
This connector lists 14 read actions. Reads run at once, without waiting for approval.
How does JobNimbus connect?
It connects with API key. Connectors are built and maintained by third-party developers; availability is confirmed during scoping.