Microsoft Excel + JobNimbus Integration

Connect Microsoft Excel to JobNimbus - Automate your workflows in 1-click

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Ready workflows for Microsoft Excel + JobNimbus Integration

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Create Microsoft Excel row for new JobNimbus contact

When a new contact is created in your JobNimbus, you can automatically create a row for them in your Microsoft Excel. This way, you'll always have up-to-date information on your contacts and can easily track their progress. Plus, you won't have to manually enter data into multiple systems - it will all be taken care of automatically.

So go ahead and set up this integration - it will make your life much easier!

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Create JobNimbus contact for new Microsoft Excel row

Automatically creating JobNimbus contact records for new Microsoft Excel row entries is a huge time-saver! This way, you can be sure that your data is always accurate and complete. Plus, it saves you time and effort by eliminating the need to manually enter data into both systems.

Also, it's one less thing for you to have to remember to do manually. Win-win!

Activate

When Row is created in Microsoft Excel > Check any condition > Create contact in JobNimbus

Microsoft Excel + JobNimbus Integration

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Quickly Create Custom Workflows - Set ‘trigger’ to start your workflow & ‘action’
to automate repetitive tasks between Microsoft Excel & JobNimbus

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Row is created in Microsoft Excel
Row is created or updated in Microsoft Excel
Row is created in table in Microsoft Excel
Worksheet is created in Microsoft Excel
Contact is created in JobNimbus Instant
Contact is updated in JobNimbus Instant
Contact is deleted in JobNimbus Instant
Work order is created in JobNimbus Instant
Work order is updated in JobNimbus Instant
Work order is deleted in JobNimbus Instant
Material order is created in JobNimbus Instant
Material order is updated in JobNimbus Instant
Material order is deleted in JobNimbus Instant
Task is created in JobNimbus Instant
Task is updated in JobNimbus Instant
Task is deleted in JobNimbus Instant
Job is created in JobNimbus Instant
Job is updated in JobNimbus Instant
Job is deleted in JobNimbus Instant
Invoice is created in JobNimbus Instant
Invoice is updated in JobNimbus Instant
Invoice is deleted in JobNimbus Instant
Estimate is created in JobNimbus Instant
Estimate is updated in JobNimbus Instant
Estimate is deleted in JobNimbus Instant
Activity is created in JobNimbus Instant
Activity is updated in JobNimbus Instant
Activity is deleted in JobNimbus Instant

Create row in Microsoft Excel
Update row in Microsoft Excel
Search row using column and value in Microsoft Excel
Create row in table in Microsoft Excel
Create worksheet in Microsoft Excel
Create contact in JobNimbus
Get contact by id in JobNimbus
Create job in JobNimbus
Create task in JobNimbus
Create Attachment in JobNimbus

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750 Tasks

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2,000 Tasks

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Integrate Microsoft Excel & JobNimbus In 1 Click
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Integrately is 1 click integration platform for non-techies. It is the only platform with millions of ready-to-activate integrations! With Integrately, you can integrate Microsoft Excel & JobNimbus with 1100+ apps in the next few minutes, without any technical skills and zero learning curve. Just find your automation and activate it.

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You Can Also Connect Microsoft Excel or JobNimbus With 1100+ Other Apps

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See Microsoft Excel Integrations

JobNimbus is an all-in-one software solution for roofing contractors, offering tools for marketing, sales, production, communication, and invoicing. Enhance your workflow with smart estimating, digital signatures, automated texting, and more.

See JobNimbus Integrations