About the JobNimbus Integration
Combine the powerful automation of Signpost with JobNimbus! Connecting this integration will seamlessly sync information like JobNimbus contacts, status, and invoice completion - right into your Signpost dashboard, with no extra time or work required on your part.
Once a customer completes paying an invoice in full, Signpost will automatically follow up with them to generate five-star reviews.
Signpost also assigns your contacts to distinct lifecycle stages (such as prospective, active, or unhappy customers), so that they can receive more targeted messages at the right times.
1. Log into your Signpost dashboard and navigate to the Integrations tab.
2. Under "More Integrations", change the drop-down menu to "Field Service Software". Then, click find JobNimbus and click "Connect".
3. A new tab will open. Follow the steps listed on the left; reference the images on the right as needed.
- Step 1: Open your JobNimbus API page
- Step 2: Create a new API Key:
- Click "New API Key"
- Enter a Description for the API Key (e.g. "Integration")
- Click "Select Profile" and choose "Manager"
- Click "Save"
- Click "Copy" to copy the API key to your clipboard
- Step 3: Paste the JobNimbus API Key below and click “Next”
4. After step 3, click Next.
5. You're done! Now, your Integrations tab should display JobNimbus under the "Connected Integrations" section.