Integrations / CRM
Manage JobNimbus contacts and tasks from WhatsApp
Flann connects JobNimbus to the WhatsApp chat you already run your business from. You ask, and Flann picks the right JobNimbus action. Owners rarely open JobNimbus as often as they should. That is not a discipline problem. It is friction, and Flann removes it by letting you work your contacts and deals from the one app you never close.
21 actions in JobNimbus. 14 only look things up, and 7 create, update, send or delete. You connect with your API key.
What you can ask Flann to do in JobNimbus
Type it or say it in a voice note. Flann works out which JobNimbus action you mean.
“Show me my tasks in JobNimbus.”
“Show me my contacts in JobNimbus.”
“Show me my invoices in JobNimbus.”
“Create a task in JobNimbus.”
“Update the contact in JobNimbus.”
“Create a material order in JobNimbus.”
What Flann can work with in JobNimbus
JobNimbus gives Flann 21 actions across 11 kinds of record. These are the ones you are most likely to use.
| Record | What Flann can do | Actions |
|---|---|---|
| Contacts | look upupdate | 3 |
| Tasks | createlook upupdate | 3 |
| Activities | look up | 2 |
| Material orders | createlook up | 2 |
| Products | look up | 2 |
Here is what changes when JobNimbus goes through Flann instead of its own screens.
| Compare | In JobNimbus yourselfYou click through each job | Flann on JobNimbusYou ask, Flann does the clicking |
|---|---|---|
| Asking for something | Log in and click through the screens | Text or voice note, in your own words |
| Looking things up about contacts | By hand, screen by screen | 14 look-ups, answered straight away |
| Creating and updating | Typed in by hand | 7 changes, made from a message |
| JobNimbus records | All of them, one screen at a time | 11 kinds, from one chat |
| Set-up | Nothing new to set up | Your JobNimbus API key, once |
YesPartlyNo
Step by step: JobNimbus jobs you can hand to Flann
What happens between your message and the result in JobNimbus.
Fix a contact without opening JobNimbus
- You message Flann on WhatsApp: “Change the contact in JobNimbus: here is what is different.”
- Flann runs
List Contactsin JobNimbus and shows you what it found. - Flann runs
Update Contactin JobNimbus. - Flann makes the change in JobNimbus and confirms in the chat.
Create a task from a voice note
- You message Flann on WhatsApp: “Create a task in JobNimbus with these details.”
- Flann runs
List Tasksin JobNimbus and shows you what it found. - Flann runs
Create Taskin JobNimbus. - Flann creates it in JobNimbus and confirms in the chat.
Get answers about your products
- You message Flann on WhatsApp: “What is the latest on our products in JobNimbus?”
- Flann runs
List ProductsandGet Product by IDin JobNimbus and shows you what it found. - Nothing in JobNimbus is changed: these are look-ups, so they run straight away.
The JobNimbus jobs you can stop doing yourself
You stay in charge of what goes out. Flann does the reading, the drafting and the chasing.
Logging the meeting from the car park
Today
After a meeting you mean to write up the notes, set the next step and add a reminder in JobNimbus. By the time you reach a desk, half the detail has gone.
With Flann
“Just met Priya at Northgate, wants a quote for twelve units, call her back Thursday.”
Flann matches Priya to her record in JobNimbus, writes a clean meeting note and proposes a follow-up task for Thursday. It also suggests moving the deal to the quoting stage.
What you stop doing: Meeting notes stop depending on your memory at the end of the day.
Replying with the whole history in hand
Today
Whenever a customer messages on WhatsApp you reply without checking JobNimbus, so you miss the open deal, last month’s complaint or the discount you promised. Context costs a login.
With Flann
“What do we know about the man asking about catering on WhatsApp?”
Before drafting anything, Flann looks the customer up in JobNimbus and brings back their deals, notes and last conversation. Then it writes a reply that fits that history, in the language they wrote in.
What you stop doing: No customer has to repeat themselves because you replied blind.
More on this: how to hand repetitive tasks to an AI agent on WhatsApp.
How Flann connects to JobNimbus
- Open Connectors in Flann and choose JobNimbus.
- Paste your JobNimbus API key into the secure form Flann opens. You will find the key in your JobNimbus account settings.
- Ask Flann for what you need on WhatsApp, by text or voice note. It picks the right JobNimbus action itself.
Reading from JobNimbus is instant. JobNimbus stays connected until you remove it in Connectors.
Ways to use JobNimbus with Flann
Update the CRM by voice
After a call, send Flann a voice note. It turns it into an update for the right contact in JobNimbus and asks you to confirm.
Follow up the leads you forgot
Ask Flann which leads in JobNimbus have not heard from you in a week. It lists them and drafts the follow-up for each.
See the pipeline at a glance
Ask what is open and what is at risk. Flann summarises JobNimbus in a few lines you can read in a queue.
Everything Flann can do in JobNimbus
All 21 JobNimbus actions, as Flann sees them.
Looks up 14
- Get Account Settings
- Get Activity by ID
- Get Contact by ID
- Get File Attachment Content by ID
- Get Product by ID
- Get Units of Measure
- List Activities
- List Contacts
- List Invoices
- List Material Orders
- List Payments
- List Products
- List Tasks
- List Work Orders
Changes 7
- Create File Attachment Type
- Create Location
- Create Material Order
- Create Task
- Create Workflow Status
- Update Contact
- Update Task
More CRM apps Flann works with
Common questions
What can Flann do with contacts in JobNimbus?
Flann can look up and update contacts in JobNimbus, using 3 actions (Get Contact by ID, List Contacts, Update Contact). Looking up runs straight away and changes nothing. The other actions create or change contacts in JobNimbus.
What can Flann do with tasks in JobNimbus?
Flann can create, look up and update tasks in JobNimbus, using 3 actions (Create Task, List Tasks, Update Task). Looking up runs straight away and changes nothing. The other actions create or change tasks in JobNimbus.
How does Flann connect to JobNimbus?
Open Connectors in Flann, choose JobNimbus and paste your JobNimbus API key into a secure form. You will find the key in your JobNimbus account settings. Once it is connected, Flann can use 21 actions in JobNimbus.
How do I ask Flann to do something in JobNimbus?
Message Flann on WhatsApp the way you would message a colleague, or send a voice note. Flann picks the JobNimbus action that fits and asks if anything is missing.
Does connecting JobNimbus cost extra?
No. JobNimbus is included in every Flann plan, along with every other app Flann connects to.