JobNimbus Tools
JobNimbus est un logiciel de CRM et de gestion de projets conçu pour les entrepreneurs, qui aide à simplifier la planification, les devis, la facturation et le suivi des travaux.
Utilisez JobNimbus Tools avec des agents IA
Aident Loadout permet à Claude Code, Codex, Cursor et aux autres agents compatibles d’appeler JobNimbus Tools. Choisissez parmi 21 Actions prises en charge. Examinez chaque exécution dans Audit.
Connectez JobNimbus Tools une fois via Aident Vault. Votre agent peut utiliser les Actions prises en charge sans recevoir les identifiants sous-jacents.
Catégorie
CrmTarifs et paiement
- Tarif
- Gratuit dans Loadout. Le fournisseur peut facturer l’utilisation d’un compte connecté personnellement.
- Paiement unifié
- Non pris en charge actuellement. Connectez un compte fournisseur si nécessaire.
Actions incluses
- Jobnimbus Account Create LocationTool to create a new location in JobNimbus. Use after gathering address and contact details.
- Jobnimbus Account Get SettingsTool to retrieve account-wide settings (workflows, types, sources). Use after authenticating to load or refresh workflow and source mappings.
- Jobnimbus Activity GetRetrieves 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 oc…
- Jobnimbus Contact GetTool to retrieve a contact by ID. Use after obtaining the contact’s jnid to fetch full details.
- Jobnimbus Contact ListTool to list all contacts. Use when you need to fetch multiple contacts, e.g., for reporting or synchronization.
- Jobnimbus Contact UpdateTool 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.
- Jobnimbus Create File TypeCreates 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.
- Jobnimbus Create Material OrderCreates 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 & Serv…
- Jobnimbus Create TaskTool to create a new task. Use when scheduling or tracking tasks linked to contacts or jobs.
- Jobnimbus Create Workflow StatusTool to create a new status in an existing workflow. Use after confirming the workflow ID to add specialized status entries like 'Lead' or 'Inspection'.
- Jobnimbus File GetRetrieves 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…
- Jobnimbus List ActivitiesTool to retrieve all activities. Use after authentication to fetch a paginated list of activities.
- Jobnimbus List InvoicesTool to list all invoices (v2). Use when you need to fetch multiple invoice records.
- Jobnimbus List Material OrdersTool to list all material orders (v2). Use after authentication to fetch multiple material order records.
- Jobnimbus List PaymentsTool to retrieve payments list with optional filters. Use after auth.
- Jobnimbus List ProductsTool to list all products. Use after authentication to fetch full product catalog.
- Jobnimbus List WorkordersTool to retrieve all work orders (v2). Use after authentication when you need a paginated list of work orders.
- Jobnimbus Product GetRetrieves 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.
- Jobnimbus Task ListTool to list all tasks. Use when you need an overview of tasks for planning or review.
- Jobnimbus Update TaskUpdate 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.
- Jobnimbus Utility Get UomsTool to retrieve list of supported units of measure. Use after authenticating when you need to present or validate measurement units.
Sources du fournisseur
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