Add JobNimbus to your AI agent
JobNimbus is a CRM and project management software designed for contractors, helping streamline scheduling, estimates, invoicing, and job tracking.
- Things your agent can do in JobNimbus
- 21
Things your AI can do in JobNimbus
Your FormWise AI can handle any of these in JobNimbus — on its own, without you needing to click a button.
Create Location
PopularTool to create a new location in JobNimbus. Use after gathering address and contact details.
Get Account Settings
PopularTool to retrieve account-wide settings (workflows, types, sources). Use after authenticating to load or refresh workflow and source mappings.
Get Activity by ID
PopularRetrieves 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
PopularTool to retrieve a contact by ID. Use after obtaining the contact’s jnid to fetch full details.
List Contacts
PopularTool to list all contacts. Use when you need to fetch multiple contacts, e.g., for reporting or synchronization.
Update Contact
PopularTool 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
PopularCreates 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
PopularCreates 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
PopularTool to create a new task. Use when scheduling or tracking tasks linked to contacts or jobs.
Create Workflow Status
PopularTool 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
PopularRetrieves 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
PopularTool to retrieve all activities. Use after authentication to fetch a paginated list of activities.
Show 9 more things it can do
List Invoices
PopularTool to list all invoices (v2). Use when you need to fetch multiple invoice records.
List Material Orders
PopularTool to list all material orders (v2). Use after authentication to fetch multiple material order records.
List Payments
PopularTool to retrieve payments list with optional filters. Use after auth.
List Products
PopularTool to list all products. Use after authentication to fetch full product catalog.
List Work Orders
PopularTool to retrieve all work orders (v2). Use after authentication when you need a paginated list of work orders.
Get Product by ID
PopularRetrieves 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
PopularTool to list all tasks. Use when you need an overview of tasks for planning or review.
Update Task
PopularUpdate 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
PopularTool to retrieve list of supported units of measure. Use after authenticating when you need to present or validate measurement units.
Built for the way you actually work
No code, no engineers
Connect in a few clicks and start using your AI right away. If you can use the apps you already love, you can do this.
Sounds like you, not like a bot
Train your AI on your offer, your voice, and the way you actually talk to clients — it picks up where you leave off.
Plugs into the stack you already use
No need to rip out your CRM, your scheduler, or your email tool. Your AI works inside the apps running your business today.
Your data stays yours
Client conversations, lists, and credentials are scoped to your workspace. Nothing gets shared, sold, or used to train anyone else’s AI.
What you can do once JobNimbus is connected
Onboard new clients without lifting a finger
When someone signs up, your AI greets them, sets up their next step in JobNimbus, and keeps the momentum going — even at 2am.
Reply to leads in seconds, not days
Your AI watches JobNimbus for new inquiries, answers questions in your voice, and books the call before they cool off.
Get your weekends back
Hand off the repetitive JobNimbus work — follow-ups, reminders, updates, simple admin — and stop being the bottleneck in your own business.
How to connect JobNimbus to your agent
- 1
Start using FormWise for free
Sign up in under a minute.
- 2
Find JobNimbus in your connected apps
Inside FormWise, go to Settings → Connected Services and look for JobNimbus.
- 3
Hit "Connect"
Click "Connect JobNimbus" and log in like you normally would. We only ask for the permissions your AI actually needs.
- 4
Tell your AI what to do in JobNimbus
Build a quick AI Agent (it's like writing instructions, not code), and pick the JobNimbus actions you want your AI to handle.
- 5
Watch it run
Send it a real-world task and watch your AI take care of JobNimbus for you. Tweak the wording until it feels just right.
Powered by the AI you already trust
Your JobNimbus workflow runs on the same world-class AI used by ChatGPT, Claude, and Gemini. We handle the technical part — you just tell your AI what to do, in plain English.
- OpenAI
- Anthropic Claude
- Google Gemini
Questions other JobNimbus users had before signing up
Do I need to know how to code?
Not even a little. If you can use JobNimbus today, you can set this up. You'll connect JobNimbus, tell your AI what it should help with, and you're live. The whole thing is built for coaches, course creators, agencies, and operators — not engineers.
Will my clients know they're talking to an AI?
Only if you want them to. Your FormWise AI is trained on your voice, your offer, and the way you actually communicate — so it sounds like a thoughtful team member, not a clunky chatbot. Most people can't tell.
Can I make it sound like me?
Yes. You can give your AI examples of how you write, the questions you usually ask new clients, the way you handle objections, and the language you use about your offer. The more you give it, the more it sounds like you wrote it.
What if I want to take over a conversation?
You're always in control. You can step in at any point, take over from your AI, or stop it from sending messages until you've reviewed them. Think of it as a teammate, not a replacement.
Is my client data safe?
Yes. Your JobNimbus login and client information stay scoped to your workspace. We don't sell it, we don't share it, and we don't use your data to train anyone else's AI. You can disconnect JobNimbus or delete everything any time.
What happens when JobNimbus updates their app?
We handle it. When JobNimbus adds new features or changes how something works, we update the integration in the background. You don't have to do anything — your AI just keeps working.
How fast can I actually get this running?
Most people are up and running the same day they sign up. Connecting JobNimbus takes a few minutes. Teaching your AI to handle the work the way you'd want it done is the part worth slowing down for.
What is FormWise?
FormWise is the AI agent builder for coaches, course creators, and agencies. You connect the apps you already use — like JobNimbus — train your AI on your offer and voice, and let it handle the work you've been doing manually: onboarding, follow-ups, support, admin. No code, no developers, no engineering team required.
Can I sell AI agents to my clients?
Yes. A lot of FormWise users build AI assistants and sell them as part of their offer — done-for-you AI setups, white-label assistants for client businesses, custom GPTs trained on a client's brand. You can charge a setup fee, a monthly retainer, or both.
Can I embed my AI on my website or in my course?
Yes. Every AI you build in FormWise can be embedded on your site, dropped into your course platform, or shared as a standalone link. Your clients and students just open it like any other web page — no app to download, no login hoops.
Do I need to know anything about AI to use this?
No. If you can describe what you want your AI to do in plain English — "greet new clients, ask these 3 questions, book them a call" — FormWise can build it. We handle the models, the prompts, the connections. You handle the part you already know: what your business actually needs.
About JobNimbus on FormWise
JobNimbus is a CRM and project management software designed for contractors, helping streamline scheduling, estimates, invoicing, and job tracking.
Connect JobNimbus once and your FormWise AI gets 21 things it can do inside it. That means your AI can handle the JobNimbus work in your business — the messages, the updates, the follow-ups, the admin — the way you would, just faster and around the clock.
You don't need to know how any of it works under the hood. We take care of keeping the connection alive, retrying if something fails, and making sure your data only ever moves where you tell it to.
New to JobNimbus? Take a look at www.jobnimbus.com.
More crm integrations
Zendesk
Zendesk provides customer support software with ticketing, live chat, and knowledge base features, enabling efficient helpdesk operations and customer engagement
Pipedrive
Pipedrive is a sales management tool built around pipeline visualization, lead tracking, activity reminders, and automation to keep deals progressing
ActiveCampaign
ActiveCampaign is a marketing automation and CRM platform enabling businesses to manage email campaigns, sales pipelines, and customer segmentation to boost engagement and drive growth
HubSpot
HubSpot is an inbound marketing, sales, and customer service platform integrating CRM, email automation, and analytics to facilitate lead nurturing and seamless customer experiences
Highlevel
HighLevel provides a marketing automation and CRM platform for agencies, featuring funnels, appointment scheduling, two-way texting, and other tools to drive client success
CentralStationCRM
CentralStationCRM is an easy-to-use CRM software focusing on collaboration and long-term customer relationships.
Stop doing the JobNimbus work yourself
Hand it off to an AI assistant that sounds like you, works around the clock, and never forgets a follow-up. Free to start.