Set Up JobNimbus Integrations

Set Up JobNimbus Integrations

Understanding Integration

JobNimbus is a tool for contractors that organizes, tracks, and automates the process of everything from gathering leads to collecting payments. You can integrate your JobNimbus account into the HailTrace app to have a cohesive list of contacts and assets.

Steps to setup integration

  1. Create a JobNimbus API Key
  2. Paste JobNimbus API Key into the HailTrace app (see steps below)

How integration works

  1. Contact

    1. When a contact is created in JobNimbus or the HailTrace app, the contact will show up in the corresponding app.

  2. Asset

    1. In JobNimbus, a contact's Address is linked to the Asset feature in the HailTrace app. Thus, when an address is added to a contact in JobNimbus, the HT app creates an asset corresponding to that location.
      1. Note: In the HailTrace app, the contact will be linked to the new asset as "owner".
    2. In the HailTrace, if a contact is linked to an asset as the "owner", the asset's address will be added to the contact's address in JobNimbus. 
      1. IMPORTANT: The HailTrace app allows contacts to be an "owner" of multiple assets. However, the first asset to be linked will be the contact's address in JobNimbus. Any other assets linked to the HT contact will not override the address in JobNimbus.

  3. Status

    1. JobNimbus:
      1. When a contact is created in the HailTrace app, the contact in JobNimbus will be given a "Workflow Status" that you set. See Setup Integration below for steps. 
    2. HailTrace:
      1. In JobNimbus, when an address is added to a contact, it triggers an asset to be created in the HailTrace app. That Asset will be be given an default Opportunity Status "JobNimbus" If you have the canvassing product, the status can be updated and moved along the opportunity pipeline.

  4. Delete

    1. Deleting a contact, asset, or address in JobNimbus or the HailTrace app does not delete it in the other app.




Steps to Setup Integration



1.  Along the left-hand bar, select Company Settings


2.  Select Integrations




4.  Select the Workflow Type from JobNimbus that you want as the default *All contacts created in HailTrace will show up in JobNimbus with the "Workflow Status" inside the "Workflow Type" you select here


5.  Select the Workflow Status inside the Workflow Type you selected above




    • Related Articles

    • Create an HailTrace API Key Inside JobNimbus

      In the JobNimbus app, click the User Icon on the top right Click Settings Select API along the left-hand bar Click New API Key Create API Key Under description, select HailTrace Under access Profile, select Admin Click Save Copy API Keys Next: Set Up ...

    • Create Enzy API Integration

      HailTrace customers can set up a one-way integration to access all their weather maps directly within the Enzy app. This includes Meteorologist Hail Maps, Algorithm Hail Maps, Wind Maps, and Tornado Maps. Free Account: HailTrace users can access ...

    • Setup Sunbase Integration

      Sunbase offers Rooferbase, an all-in-one business management platform built specifically for roofing companies. From lead generation and sales to project management and post-job referrals, Sunbase tracks the entire customer journey in one place. With ...

    • Setup Demand IQ Integration

      Demand IQ is a funnel builder designed for roofing contractors. It helps convert website visitors into qualified leads by offering instant roof estimates, hail damage reports, inspection scheduling, and more. With the HailTrace integration, you can ...

    • Customize Your Company's Opportunity Pipeline

      Tracking every door you knock on and every lead you create is key to closing more deals. In the HailTrace app, you and your team can use a sales funnel called the Opportunity Pipeline to organize, track, and prioritize your leads. In this article, ...