JobNimbus is a CRM and project management software designed for contractors, helping streamline scheduling, estimates, invoicing, and job tracking.
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.
Tool to create a new location in JobNimbus. Use after gathering address and contact details.
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.
Tool to create a new task. Use when scheduling or tracking tasks linked to contacts or jobs.
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'.
Tool to retrieve account-wide settings (workflows, types, sources). Use after authenticating to load or refresh workflow and source mappings.
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.
Tool to retrieve a contact by ID. Use after obtaining the contact’s jnid to fetch full details.
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.).
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.
Tool to retrieve list of supported units of measure. Use after authenticating when you need to present or validate measurement units.
Tool to retrieve all activities. Use after authentication to fetch a paginated list of activities.
Tool to list all contacts. Use when you need to fetch multiple contacts, e.g., for reporting or synchronization.
Tool to list all invoices (v2). Use when you need to fetch multiple invoice records.
Tool to list all material orders (v2). Use after authentication to fetch multiple material order records.
Tool to retrieve payments list with optional filters. Use after auth.
Tool to list all products. Use after authentication to fetch full product catalog.
Tool to list all tasks. Use when you need an overview of tasks for planning or review.
Tool to retrieve all work orders (v2). Use after authentication when you need a paginated list of work orders.
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.
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.