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JobNimbuscrm
21 available actions
What your AI agent can do in JobNimbus
JobNimbus is a CRM and project management software designed for contractors, helping streamline scheduling, estimates, invoicing, and job tracking. This page lists every available action. Your agent only receives the actions and permissions required for the role you approve.
Showing all 21 actions.
Common starting points
- Get Account SettingsTool to retrieve account-wide settings (workflows, types, sources).
- Get Units of MeasureTool to retrieve list of supported units of measure.
- Create Material OrderCreates a new material order in JobNimbus.
- Create TaskTool to create a new task.
- Update ContactTool to update an existing contact.
- Update TaskUpdate an existing JobNimbus task by its jnid.
Browse all 21 actions by capability
Open a capability to see every supported action and its description.
Find & reviewLook up and review existing recordsView 14 actions
- Get Account SettingsTool to retrieve account-wide settings (workflows, types, sources).
- Get Activity by IDRetrieves a specific JobNimbus activity by its unique jnid.
- Get Contact by IDTool to retrieve a contact by ID.
- List ContactsTool to list all contacts.
- Get File Attachment Content by IDRetrieves the raw content of a specific file attachment from JobNimbus by its unique ID.
- List ActivitiesTool to retrieve all activities.
- List InvoicesTool to list all invoices (v2).
- List Material OrdersTool to list all material orders (v2).
- List PaymentsTool to retrieve payments list with optional filters.
- List ProductsTool to list all products.
- List Work OrdersTool to retrieve all work orders (v2).
- Get Product by IDRetrieves detailed information about a specific JobNimbus product using its jnid.
- List TasksTool to list all tasks.
- Get Units of MeasureTool to retrieve list of supported units of measure.
Create & communicateCreate records or send supported messagesView 5 actions
- Create LocationTool to create a new location in JobNimbus.
- Create File Attachment TypeCreates a new file attachment type in JobNimbus.
- Create Material OrderCreates a new material order in JobNimbus.
- Create TaskTool to create a new task.
- Create Workflow StatusTool to create a new status in an existing workflow.
Update & manageChange and manage existing recordsView 2 actions
- Update ContactTool to update an existing contact.
- Update TaskUpdate an existing JobNimbus task by its jnid.
Connection record
A connection you can control.
- Sign-in
- Customer-managed key
- Setup
- Use a key you create and control. It is stored securely and limited to the work agreed for the role.
- Boundaries
- Only the approved role and actions.
- Off switch
- Revoke the connection from your account.
FAQ
Before you connect JobNimbus
How does the agent connect to JobNimbus?
With a key you create and control. It is stored securely, permissions are limited to what the agent needs, and you can revoke it at any time.
What can the agent actually do in JobNimbus?
The page above lists the 21 actions currently available through the JobNimbus connection. The role determines which of those actions the agent may use, and write access is only enabled when the workflow needs it.
Is JobNimbus included in my plan?
Connections are priced per tool on top of the base plan. Some are included and some are premium. See pricing for how connection charges work.
How long until JobNimbus is ready?
Timing depends on the sign-in method, permissions and workflow being connected. We confirm the scope and setup plan before enabling the connection.
Bring the workflow together
Ready to put JobNimbus to work?
Start with the responsibility you want off your plate. We’ll map the connection and the boundaries around it.