How to Set Up your JobNimbus Automations

You can use automation in JobNimbus to create tasks or checklists or automatically send an email when important milestones happen in your workflow.


To do this, you would go up to your name in the top right corner and select settings. On the automation tab, you can create new rules that will run in the background and automatically create tasks or send emails.

When you decide to add a workflow rule, JobNimbus lets you define the rule’s conditions and actions. For actions, you can choose to either “Create a Task” or “Send a Notification.”

Creating a Task

First, name the rule something. For example, if your status is at “Job Approved,” that’s when it becomes a production-type job. You might want to give a heads up to your sales rep that anytime they put something into “Job Approved,” they should make sure they have certain paperwork attached before moving forward.

You can set it up where you add a new rule and name it something like “Job Approved Checklist.” Underneath “Rule Name” is where you define what the rule’s conditions are. When a [Contact] is [Modified] you can set a condition where if [Status] [is equal to] [Job Approved], that’s where you want these tasks to become automatically created.

At this point, you can add an action to tell JobNimbus what to do when this happens. You can pick between two options of either creating a task or sending an email notification.

For this example, you would create a task and fill in the details of what you want your sales rep to remember. You should always keep your “Maintain related contacts” box checked so whenever you create this task, JobNimbus will know which customer you should put this task under. You can continue to add actions if there are multiple tasks you want the sales rep to do.

You can check your production board and view customers underneath the “Job Approved” column to make sure the rule works. Select a specific customer under “Job Approved” and view the task tab to see your newly created tasks. These tasks automatically appear because of the automation function running in the background. As a sales rep who is looking at the profile, you can check off tasks once they are completed.

Sending a Notification

You can also have JobNimbus automatically send an email when something important happens.
If you go back to your settings and select automation, you will remember there being two options on “Add Action,” one of them being to “Send a Notification.” With this, you will need to have set up an email template beforehand so JobNimbus will know what to send. To do so, you would select the templates tab on the left, hit “Add Template” and then “Email.”

In this example, you might want to let your production manager know whenever there was a signed contract because that would be the point where the production manager needs to start planning for materials, etc.

In “Template Name,” you can name it something like “Production Ready,” and then write in the text box below what you want to send to your production manager.

You can select the “Insert Template Field” button to insert the number of the job for the production manager. JobNimbus will autofill the job’s number whenever you select the template. You can also insert customer information like their first and last name, then write a message below.

You have now created a new email template that you can send out through automation.

To finish setting up your rule, you can go back to automation, pick your template, write a subject and pick your recipients, which would be the production manager in the example above.

After you save your work, you can check your contact’s information, and when the customer’s status is set to “Signed Contract,” in the background, JobNimbus will recognize the status fits the rule and will send out an automatic email to the assigned recipient with the proper job number and customer information filled in.

If you have any questions or need help setting up your Automations you can check out our Knowledge base article here.

Leave a Reply

Your email address will not be published.

Grow your business

JobNimbus is more than software—it’s a true growth accelerator. Boost efficiency and maximize profit with the simple, all-in-one tool.

Tickets Include

  • Hotel room
  • Unlimited food and beverages (including alcoholic beverages)
  • Transportation to and from the airport in Cabo
  • The event itself
  • Swag bag
  • Workbook
  • One-on-one time with specialists

Room Stats

Room Size | 522 FT² Consider this your all-access pass to excess, dripping in both luxury and ocean views. Available in king-sized or two queens – all featuring 300-count Egyptian cotton sheets.

JNSS Agenda

4:00 PM - Hotel Registration & Check-in

Check into your room, get settled, and prepare for the Welcome Party!

6:00 PM - Rooftop Welcome Party @ Los Gallos Mexican Restaurant

Join us at Los Gallos and start this summit off right! Drinks and hors d'oeuvres will be served.

9:00 PM - After Party @ Moonlight Lounge

Celebrate a day well-traveled with drinks, dancing, and good company.

8:00 AM - Breakfast

Food will be available in the exhibit hall before the start of the conference.

9:00 AM - A Look into the Future of JobNimbus

Special announcement from our CEO, Ben Hodson, about new solutions coming to JobNimbus!

10:15 AM - Mastering Your Boards

Boards are your best friend in JobNimbus. Learn how to use Boards to master your visibility and customization.

11:30 AM - Automation Domination

Powerful automations build a better business. Let JobNimbus handle the details so you have more time on your hands.

12:00 PM - JobNimbus Best Practices - Customer Panel

JobNimbus Best Practices led by current JobNimbus Superusers.

3:00 PM - Breakout Session #1

  • Creative Hiring @ The Red Pool
  • 1099 vs. W2 - Tips & Tricks @ The Eden Pool
  • Product Feature TBD @ Moonlight Lounge

4:00 PM - Breakout Session #2

  • Build Reports That Get Results @ The Red Pool
  • Coffee Talk @ The Eden Pooll
  • Get Connected With Our Integrations @ Moonlight Lounge

7:00 PM - Dinner Party on the Beach

It's a party on the beach in Cabo! Dinner will be served in our custom dug-out beach area. Enjoy this unique experience!

9:00 PM - After Party @ Moonlight Lounge

Put on your dancin' shoes! Leveling up is hard, come let loose at the after party. Grab a drink and chat with great company!

8:00 AM - Breakfast

Food will be available in the exhibit hall before the start of the conference.

9:00 AM - The Importance of Company Values

Create more than just a job—establish a culture that no one wants to leave. Discover how to build your business around a core set of values.

10:00 AM - Leverage the Partner in Your Pocket

Learn about our new key features of our mobile app and what it can do to increase your team communication and efficiency.

10:30 AM - Get the Most Out of JobNimbus Integrations

See all the ways integrations can speed up your processes and help you grow your business.

12:00 PM - JobNimbus Best Practices

Boards are your best friend in JobNimbus. Learn how to use Boards to master your visibility and customization.

3:00 PM - Breakout Session #1

  • - 1099 vs. W2 - Tips & Tricks @ The Eden Pool
  • - Getting Your Team On-Board @ The Red Pool
  • - Simplifying Payments @ Moonlight Lounge

4:00 PM - Breakout Session #2

  • - JobNimbus on the Go @ The Red Pool
  • - Establishing Team Commitment with Workflows @ The Eden Pool
  • - Product Feature TBD @ Moonlight Lounge

6:00 PM  - Crew Party @ Serrenade Terrace (Crew-members only)

Calling all Crew members! We have an exclusive tequila-tasting experience for you, and you guessed it—a cornhole championship!

7:00 PM - Awards Dinner @ Muse Terrace

A thank you dinner to recognize what matters most to JobNimbus: our contractors!

9:00 PM - After Party @ Moonlight Lounge

Saying goodbye is never fun. One last after party to get everyone together with drinks and dancing, of course.

8:00 AM - Breakfast with Execs

Food will be available in the exhibit hall before the start of the conference.

9:00 AM - Simplifying Payments

Payments shouldn't be something to stress about. Let's break 'em down to simpler terms.

9:30 AM - **Special Announcement**

We are so excited to share this special announcement with our attendees! This is something you'll want in on from the front lines.

10:30 AM - Keynote Speaker

Special speaker TBA—stay tuned!

12:00 PM - EVENT END

Do you need help overcoming life's challenges?

I’m here to help! Make the first step to improve your life by reaching out today.