How to Automate JobNimbus with Zapier: A Step-by-Step Guide for Contractors & Home Service Businesses

May 16, 2025

If you're using JobNimbus to manage jobs, contacts, and documents—but still manually input data from other tools—you’re missing a huge opportunity to streamline your operations. With Zapier, you can automate key workflows inside JobNimbus, saving hours of admin work each week.

In this article, we’ll walk you through how to integrate JobNimbus with Zapier and share practical use cases to help roofing companies, contractors, and home service pros automate their lead intake, job creation, and more.

🔗 Why Integrate JobNimbus with Zapier?

JobNimbus is a powerful CRM and project management tool, especially popular in the roofing and construction industries. But without integrations, your team may still be juggling lead forms, emails, and follow-up tasks manually.

That’s where Zapier comes in—connecting JobNimbus to 5,000+ other tools with zero code required.

Key benefits include:

Auto-creating contacts and jobs from lead forms
Instantly attaching documents or photos to jobs
Updating contact details from other tools
Reducing double data entry

⚙️ What Can You Automate with JobNimbus + Zapier?

Zapier supports a range of JobNimbus actions, giving you control over your contact, job, and attachment workflows. Below are the most useful automations:

Two-step Zapier automation: Step 1 receives a new request via Webhooks by Zapier; Step 2 creates a new contact in JobNimbus. — This Zap creates a contact in JobNimbus automatically whenever a new customer request is received through a webhook from your website—no manual entry required.

1. 🧑‍💼 Create or Update JobNimbus Contacts Automatically

Create Contact: Capture leads from Jotform, Facebook Lead Ads, or Calendly and instantly create a contact in JobNimbus.
Update Contact: Automatically update contact records when someone reschedules or submits new details.

🔍 Example: A customer submits a roof inspection form—Zapier creates a JobNimbus contact instantly.

Zapier automation with two steps: Step 1 triggers when an estimate is accepted in HubSpot; Step 2 automatically creates a new job in JobNimbus. — When an estimate is accepted in HubSpot, Zapier instantly creates a job in JobNimbus—eliminating manual handoff between sales and production.

2. 🏗️ Create New Jobs in JobNimbus From Any Source

Create Job: Once a lead is captured, auto-create a job in JobNimbus and link it to the contact.
Combine this with conditional logic (like deal stages in HubSpot) to trigger job creation only when needed.

🔍 Example: When a lead reaches "Qualified" in your CRM, a new job is created in JobNimbus with the lead's info.

Zapier automation showing two steps: Step 1 from Google Drive detects a new roof inspection photo; Step 2 uploads the photo as an attachment to a JobNimbus job file. — Automatically upload new roof inspection photos from Google Drive to the correct JobNimbus job file using Zapier—no manual uploads required.

3. 📎 Attach Files Automatically to Contacts or Jobs

Create Attachment: Upload estimates, inspection photos, or signed documents directly to a JobNimbus contact or job from tools like Dropbox, Google Drive, or DocuSign.

🔍 Example: When a customer signs a proposal in DocuSign, a PDF is automatically attached to their JobNimbus profile.

Three-step Zapier automation: Step 1 detects a new roof inspection photo in Google Drive, Step 2 searches JobNimbus for a contact by email, Step 3 uploads the photo to the corresponding JobNimbus job file. — Enhance accuracy by first finding the correct contact in JobNimbus before automatically uploading roof inspection photos to their job file—powered by Zapier.

4. 🔍 Find JobNimbus Contacts by Email or ID

Use Zapier to search your JobNimbus contact list by email or ID before creating duplicates.
Ideal for workflows where you want to update instead of create new records.

🚀 Real-World Use Cases

Here are some high-value workflows that contractors and service businesses are already using:

Facebook Leads → JobNimbus Contact + Job
Jotform Estimate Request → Create Contact + Attach Form PDF
Google Sheets Row → Create Contact + Create Job
Calendly Booking → Update Contact Status
DocuSign Completed Envelope → Upload Attachment to JobNimbus

🔌 Apps You Can Connect to JobNimbus Using Zapier

Lead Sources: Facebook Ads, Google Local Service Ads, Jotform, Typeform, Calendly
CRMs: Pipedrive, HubSpot, Zoho CRM
Scheduling: Acuity, ScheduleOnce
File Storage: Google Drive, Dropbox
eSignature: DocuSign, PandaDoc
Email Marketing: Mailchimp, ActiveCampaign

Pro Tip: Use Filters to Control When Zaps Run
To avoid unnecessary job creation, use Zapier filters or paths to set conditions (e.g., only create jobs when a lead is marked “Won” or when a certain form field is filled).

🧰 Tools You Need to Get Started

A JobNimbus account (Pro plan recommended for API access)
A Zapier account (free or paid depending on usage)
Integration source (e.g., Jotform, Facebook Ads)

🏁 Final Thoughts

Automating JobNimbus with Zapier is one of the smartest ways to modernize your operations. Whether you’re in roofing, solar, or general contracting, these automations can save hours of manual work each week and reduce costly errors.

Need help building your automations?
Our team specializes in custom Zapier setups for JobNimbus. Let’s chat →