Team
Shared credential for production and unattended runs.
Connect JobNimbus with Hookshot™ and your stack
JobNimbus is a CRM and project management software designed for contractors, helping streamline scheduling, estimates, invoicing, and job tracking.
Tools and triggers
What Agents can do in JobNimbus
Available tools and events after JobNimbus is connected.
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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…
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Create Location
Tool to create a new location in JobNimbus. Use after gathering address and contact details.
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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…
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Create Task
Tool to create a new task. Use when scheduling or tracking tasks linked to contacts or jobs.
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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'.
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Get Account Settings
Tool to retrieve account-wide settings (workflows, types, sources). Use after authenticating to load or refresh workflow and source mappings.
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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…
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Get Contact by ID
Tool to retrieve a contact by ID. Use after obtaining the contact’s jnid to fetch full details.
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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…
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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…
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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.
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List Activities
Tool to retrieve all activities. Use after authentication to fetch a paginated list of activities.
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List Contacts
Tool to list all contacts. Use when you need to fetch multiple contacts, e.g., for reporting or synchronization.
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List Invoices
Tool to list all invoices (v2). Use when you need to fetch multiple invoice records.
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List Material Orders
Tool to list all material orders (v2). Use after authentication to fetch multiple material order records.
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List Payments
Tool to retrieve payments list with optional filters. Use after auth.
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List Products
Tool to list all products. Use after authentication to fetch full product catalog.
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List Tasks
Tool to list all tasks. Use when you need an overview of tasks for planning or review.
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List Work Orders
Tool to retrieve all work orders (v2). Use after authentication when you need a paginated list of work orders.
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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.
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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…
Setup
Connect JobNimbus in Hookshot™
Pick a scope, then confirm what can start a Protege and what it can do.
Trigger Access
What can start a Protege from this app.
Tool Access
What a Protege can do after it starts.
Connection scope
Prefer team for production.
Personal
Tied to one user—only when the workflow needs their account.
Chat
Team-scoped for supported chat surfaces.
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See Hookshot™ in your stack.
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