JobNimbus

JobNimbus

Roofing and exterior contractor CRM and project-management API: contacts, jobs, tasks, activities, estimates, invoices, work orders, material orders, products, payments, files, and account configuration.

API Key63 tools

Three ways to use JobNimbus

Chat with Geni

Ask Geni to pull data, take actions, or answer questions using this integration in a conversation.

Build a workflow

Create automated workflows that trigger on events, run on a schedule, or chain multiple tools together.

Power an app

Use this integration as a data source or action layer behind a dashboard, form, or internal tool.

Supported tools

Actions your AI agents can perform with JobNimbus.

Abort Multipart Upload

Cancel an in-progress multipart file upload.

Tool

Complete File Upload

Finalize an upload and optionally generate a thumbnail.

Tool

Create a Contact

Create a new contact.

Tool

Create a Custom Field

Create a custom field on contacts, jobs, or work orders (requires account-settings access).

Tool

Create a File Type

Create a new file/attachment type (requires account-settings access).

Tool

Create a Job

Create a new job.

Tool

Get started automating JobNimbus

01Connect your accountLink your account securely with OAuth or an API key.
02Choose a trigger or toolPick the events and actions your workflow should use.
03Configure the workflowDescribe what you want and Geni wires it up for you.
04Refine the processTest runs, review output, and tweak until it's right.
05Turn it onSet it live and it runs on a schedule or on events.

Ready-to-use workflows

Prompts using JobNimbus

Browse all

Replace the dispatch whiteboard with a live production board

See every install this week day by day, with the crew, the homeowner, whether materials were ordered, and the latest jobsite photos.

JobNimbusCompanyCamGmail

Marketing scoreboard for JobNimbus lead sources and ad spend

See what every lead source really costs and earns, with revenue counted in the month the lead arrived rather than the month it finally closed.

JobNimbusGoogle AdsGoogle SheetsSlack Bot

See which roofing jobs actually made money in JobNimbus

Open one screen every Friday to see contract value, cash collected, material and labor cost, and gross margin on every recent roofing job.

JobNimbusGoogle Sheets

Find stalled JobNimbus jobs and tell each rep what to do

Every weekday morning we spot the jobs that have gone quiet, work out what is actually holding each one up, and send your team the next step.

JobNimbusSlack Bot

Chase past-due JobNimbus invoices with escalating emails

Every weekday, find every unpaid JobNimbus invoice, email each customer one reminder that gets firmer as it ages, and post a receivables summary to Slack.

JobNimbusGmailSlack Bot

Turn website roof inspection requests into JobNimbus leads

New roof inspection requests from your website form land in JobNimbus within a minute, with no duplicate records and nothing retyped by your team.

JobNimbusGoogle FormsSlack

Turn every completed roofing job into a review request

Every evening we find the jobs you just finished, email each customer a personal review request, and log it on the job so nothing slips.

JobNimbusGmail

Sync JobNimbus jobs, invoices and payments to Google Sheets

Every night, copy the last day of JobNimbus jobs, invoices and payments into one spreadsheet your bookkeeper and owner can pivot.

JobNimbusGoogle Sheets