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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.
Jobnimbus Account Create Location
Tool to create a new location in jobnimbus. use after gathering address and contact details.
Jobnimbus Activity Get
Tool to retrieve a specific activity by its id. use after confirming the activity's jnid is valid.
Jobnimbus Contact Get
Tool to retrieve a contact by id. use after obtaining the contact’s jnid to fetch full details.
Jobnimbus Contact List
Tool to list all contacts. use when you need to fetch multiple contacts, e.g., for reporting or synchronization.
Jobnimbus Create File Type
Tool to create a new file attachment type. use when you need to register a custom document category before uploading files.
Jobnimbus 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.
Jobnimbus Create Task
Tool to create a new task. use when scheduling or tracking tasks linked to contacts or jobs.
Jobnimbus 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'.
Jobnimbus File Get
Tool to retrieve a specific file attachment's raw content by id.
Jobnimbus Jobnimbus Account Get Settings
Tool to retrieve account-wide settings (workflows, types, sources). use after authenticating to load or refresh workflow and source mappings.
Jobnimbus Jobnimbus Contact Update
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.
Jobnimbus Jobnimbus Task List
Tool to list all tasks. use when you need an overview of tasks for planning or review.
Jobnimbus List Activities
Tool to retrieve all activities. use after authentication to fetch a paginated list of activities.
Jobnimbus List Invoices
Tool to list all invoices (v2). use when you need to fetch multiple invoice records.
Jobnimbus List Material Orders
Tool to list all material orders (v2). use after authentication to fetch multiple material order records.
Jobnimbus List Payments
Tool to retrieve payments list with optional filters. use after auth.
Jobnimbus List Products
Tool to list all products. use after authentication to fetch full product catalog.
Jobnimbus List Workorders
Tool to retrieve all work orders (v2). use after authentication when you need a paginated list of work orders.
Jobnimbus Product Get
Tool to retrieve a specific product by id (v2). use after confirming the product's jnid to fetch its details.
Jobnimbus Update Task
Tool to update an existing task. use after confirming the task’s jnid and desired changes.
Jobnimbus Utility Get Uoms
Tool to retrieve list of supported units of measure. use after authenticating when you need to present or validate measurement units.