Connect JobNimbus to your AI agent

CRM 21 actions available

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

We set up the connection using your own JobNimbus account, with keys you control, and keep it running. Your agent picks it up and starts doing the work.

Book a setup call → See pricing
Actions

What your agent can do in JobNimbus

Each one is a real action the agent can take on its own, the same things a person clicking around JobNimbus could do. Read-only by default; write actions are confirmed against your policy.

  • 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 det…
  • 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…
  • 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 it…
  • 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…
  • 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 Retrieves 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 tax settings. Obtain…
  • List Tasks Tool to list all tasks. Use when you need an overview of tasks for planning or review.
  • Update Task Update 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, both record_type…
  • 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.
Setup

How we connect it

  1. 1

    Connect your account

    You create a key in JobNimbus, a key you create and control, and paste it in once. It lives in a secrets store on your server, not with us.

  2. 2

    Set the guardrails

    Read-only by default. You choose which write actions the agent may take, and anything outside that policy gets confirmed with you first.

  3. 3

    We keep it running

    Health checks on every connection, updates handled for you, and we watch the first week of activity to make sure the work lands.

FAQ

JobNimbus questions, answered.

With a key you create and control. You paste it in once, it is stored in a secrets store on your server, permissions are scoped to the minimum the agent needs, and you can revoke it at any time.
The actions JobNimbus's API allows, the same things a person clicking around the app could do. Connections start read-only by default; write actions are confirmed against the policy you set before the agent takes them.
Connections are priced per tool on top of the base plan. Some are included, some are premium. See pricing for how connection charges work.
Standard tools are ready inside 7 business days of the setup call. We test the connection end to end, walk you through how the agent uses it, and watch the first week of activity.

Ready to put JobNimbus to work?

Tell us what your team runs on. We set up the connection, secure it, and your agent takes it from there.

Book a setup call → Browse all integrations

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