JobNimbus

21 tools available

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

Connect JobNimbus to Definable to enrich new leads, route deals by ICP, flag stalled opportunities. Personas call JobNimbus's 21 tools directly from chat or scheduled flows. Wire it to a sales persona to keep records clean, score in real-time, and surface what needs attention.

Common workflows with JobNimbus

01

Enrich every new lead

  1. Webhook on lead create
  2. Persona enriches with public sources
  3. Writes back firmographic and technographic data
02

Auto-route hot deals

  1. Score new opportunities by intent
  2. Match to the closer with the right ICP
  3. Notify both in Slack
03

Stall detection

  1. Find deals with no activity in 14 days
  2. Draft a re-engagement message per persona
  3. Queue for sales rep approval

JobNimbus actions 21

Every JobNimbus action below is a callable tool any Definable persona can invoke.

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 details about what changed, who made the change, and when it occurred. Use this action when you need detailed information about a specific activity, such as viewing the full history of changes or understanding who performed an action.

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 can upload files with that category.

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 item referencing an existing product from your Products & Services catalog. Prerequisites: - At least one contact or job record must exist (use JOBNIMBUS_CONTACT_LIST to find contacts) - Products must exist in your catalog (use JOBNIMBUS_LIST_PRODUCTS to find product IDs) Note: Custom line items are not supported - all items must reference existing products by their jnid.

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, content type, or size. If you need metadata, use the files list endpoint instead. Common use case: Download a file attachment after obtaining its jnid from a list files query or from a related record (contact, job, etc.).

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 the jnid first using the List Products action.

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 and record_type_name must be provided together.

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.

Frequently asked questions

What can I automate with JobNimbus on Definable?

Anything JobNimbus exposes through its API. Common crm workflows on Definable include enrich new leads, route deals by ICP, flag stalled opportunities. Personas can call any of the 21 JobNimbus tools directly, then chain the result into another integration without you writing code.

How does JobNimbus authentication work?

JobNimbus uses API_KEY on Definable. You connect once from the integrations page, scoped to the permissions you choose, and from then on any persona that has the integration enabled can act on your behalf. Tokens are encrypted at rest and rotated automatically.

Is the JobNimbus integration included in my Definable plan?

Yes — every Definable plan, including Starter, includes access to all 21 JobNimbus tools. You only need a separate JobNimbus subscription if JobNimbus itself charges per seat or per API call.

Is using JobNimbus through Definable secure?

Every call from a persona to JobNimbus is logged with the user, persona, prompt, and response. Tokens never leave Definable's secrets vault, scopes are configurable per persona, and you can revoke access at any time from the integration page.

How do I get started with JobNimbus on Definable?

Sign up for Definable, open the integrations page, find JobNimbus, and connect via OAuth or API key. You can immediately attach JobNimbus to any persona and start running workflows. The free Starter plan includes 5,000 credits/month.

What JobNimbus actions does Definable expose?

Definable exposes all 21 JobNimbus actions as callable tools — including `Create Location`, `Get Account Settings`, `Get Activity by ID`, plus 18 more. Each tool gets a typed parameter schema so personas know exactly how to call it.

Ready to automate with JobNimbus?

Wire it up in minutes. No coding required.

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