

JobNimbus + Signaturely Integration
Integrate JobNimbus to Signaturely in one click, or tell Integrately AI how you want each job handled. Send document signing requests, track completion statuses, update your customer records, and trigger follow-ups automatically.
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Ready Workflows for JobNimbus + Signaturely Integration
Send signing requests for new jobs, track completed documents, update your records, and trigger team alerts, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
Create your workflow with Integrately AI.Simply describe what you want to automate, and Integrately AI will build it for you.
Connect more apps to your JobNimbus + Signaturely flow
Sync signed documents and job records to your favourite financial, CRM, and team communication tools. Pick a combination and activate it in one click.


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QuickBooks Online (3)
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HubSpot (3)
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Mailchimp (3)
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Google Drive (3)
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Calendly (3)
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Slack (3)
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Create a Signaturely signing request when a JobNimbus job is created, and generate an invoice in QuickBooks Online.
New JobNimbus jobs trigger a Signaturely signing request and generate a QuickBooks Online invoice instantly.
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When a Signaturely document is completed, create a customer in QuickBooks Online and update the job in JobNimbus.
Completed Signaturely documents automatically update JobNimbus and create a QuickBooks Online customer record.
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When a JobNimbus estimate is created, send a Signaturely signing request and log the transaction in QuickBooks Online.
New JobNimbus estimates trigger Signaturely signing requests and log draft sales receipts in QuickBooks Online.
Supported triggers and actions for JobNimbus and Signaturely
Mix and match to build the exact automation you need

JobNimbus Triggers & Actions
Instant
Contact is created in JobNimbus
Triggers the automation when a new contact is created
Try it → Instant
Contact is deleted in JobNimbus
Triggers the automation when a contact is removed from the particular list
Try it → Instant
Work order is created in JobNimbus
Triggers the automation when a work order is created
Try it → Instant
Work order is updated in JobNimbus
Triggers the automation when a work order is updated
Try it → Instant
Work order is deleted in JobNimbus
Triggers the automation when a work order is deleted
Try it → Instant
Material order is created in JobNimbus
Triggers the automation when a material order is created
Try it → Instant
Material order is updated in JobNimbus
Triggers the automation when a material order is modified
Try it → Instant
Material order is deleted in JobNimbus
Triggers the automation when a material order is deleted
Try it → Instant
Invoice is created in JobNimbus
Triggers the automation when any invoice is added or modified
Try it → Instant
Estimate is created in JobNimbus
Triggers the automation when a new estimate is created
Try it → Instant
Estimate is updated in JobNimbus
Triggers the automation when any estimate is modified
Try it → Instant
Estimate is deleted in JobNimbus
Triggers the automation when any estimate is deleted
Try it → Instant
Activity is created in JobNimbus
Triggers the automation when a new activity is created
Try it → Instant
Activity is updated in JobNimbus
Triggers the automation when an activity is updated
Try it → Instant
Activity is deleted in JobNimbus
Triggers the automation when any activity is deleted
Try it → What can you automate with JobNimbus + Signaturely?
Streamline your roofing workflow by connecting job creation to document signing and keeping every record fully updated.
📝
Trigger signing requests from new jobs
Automatically send a Signaturely signing request the moment a new job or estimate is created in JobNimbus. Eliminate manual document prep and get contracts into client hands faster.
🔍
Capture all client and job details
Map names, emails, addresses, and estimate figures directly from JobNimbus into your Signaturely documents. Ensure every agreement contains accurate project specifications.
🔔
Notify your team on document completion
Send instant alerts to your sales and production teams as soon as a client signs a document in Signaturely. Keep everyone informed and ready for the next project phase.
🔀
Route requests based on project size
Send different agreement templates or priority signing requests depending on whether a JobNimbus estimate exceeds specific financial thresholds.
🔄
Keep job records up to date
Automatically update JobNimbus job statuses and task lists when signing requests are sent, viewed, or completed by your clients.
🛡️
Prevent duplicate records
Search existing contacts and records before creating new entries, ensuring your database remains clean and free of duplicate profiles.
✅
Handle completed document workflows
Take immediate action when a Signaturely document is completed by creating follow-up tasks, updating deal stages, and archiving records.
💬
Extend your workflow to team apps
Connect your JobNimbus and Signaturely flow to Slack, Google Drive, or QuickBooks Online to automate invoicing, file storage, and team communication.
And much more...
Who is JobNimbus + Signaturely integration for?
Connect JobNimbus and Signaturely to eliminate manual document preparation, speed up roofing contract turnarounds, and keep your production team fully aligned.
Operations Directors
Sales Managers
Project Coordinators
Roofing Contractors
Production Supervisors
Office Administrators
📈
Operations Directors
You report on signed contracts and project velocity every week, but your pipeline reports are always stale because team members update spreadsheets by hand — with this integration, every signed document updates your records instantly and your metrics stay current.
⚡
Sales Managers
You need to dispatch contracts fast when deals close, and you find out too late when paperwork stalls out in transit — with this integration, signing requests go out the moment a job is created and your team acts on real-time data.
🤝
Project Coordinators
You answer to clients and property owners who want to see document progress and contract confirmations immediately — with this integration, completed signatures sync back to your records automatically and your communication is always accurate.
🏗️
Roofing Contractors
The volume of estimates and work orders is too high for anyone to keep up by hand across multiple tabs — with this integration, paperwork flows from JobNimbus to Signaturely without manual copy-pasting and nothing slips through the cracks.
👷
Production Supervisors
You own the installation phase and depend on office staff to hand over signed agreements before scheduling crews — with this integration, completed documents trigger tasks in JobNimbus instantly and your field teams start work without delay.
📋
Office Administrators
You need a reliable history of every client interaction and keep finding gaps where signed forms were missed or misfiled — with this integration, every document and job record links automatically and your audit trail is complete.

Did you know?
Our team can create automations for you... At no extra cost!
Tell us what type of automation you want to make?
Why choose Integrately to automate JobNimbus + Signaturely
Build and manage your JobNimbus + Signaturely automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect JobNimbus + Signaturely with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?
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Automation is ready
Connect JobNimbus + Signaturely Now 
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Frequently Asked Questions
How do I connect JobNimbus to Signaturely?
You can connect JobNimbus to Signaturely in 1-click using ready-made templates on Integrately or by using Integrately AI to build your custom workflow. Sync your apps alongside QuickBooks Online, HubSpot, and Slack effortlessly.
Can I automatically send a Signaturely signing request when a new job is created in JobNimbus?
Can I connect JobNimbus, Signaturely, and Slack?
What is a good Zapier alternative for JobNimbus and Signaturely?
How does JobNimbus handle contact and job data during automation?
Can I track completed Signaturely documents inside JobNimbus?
Do I need coding skills to automate JobNimbus and Signaturely?
Is the JobNimbus and Signaturely integration free?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.
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