Beyond-Bot.ai + jobnimbus

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

What You Can Do with this Integration

Automate Data Entry

Automatically sync new contacts or deals from Beyond-Bot.ai to jobnimbus.

Enrich Customer Profiles

Use Beyond-Bot.ai to find and add new information to your records in jobnimbus.

Trigger Workflows

Start automated workflows in jobnimbus based on conversations with your virtual expert.

Available Actions

Here are the specific actions your virtual expert can perform within jobnimbus.

Create Location

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

Get Activity By Id

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

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.

Create File Attachment Type

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

Create Material Order

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

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 By Id

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

Get Account Settings

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

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.

List Tasks

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

List Activities

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

List Invoices

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

List Material Orders

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

List Payments

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

List Products

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

List Work Orders

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

Get Product By Id

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

Update Task

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

Get Units Of Measure

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