JobNimbus
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How to in JobNimbus
- Click Account Settings: Mouse over your name at the top right of JobNimbus and select Account Settings from the drop-down menu.
- Click Contact Types & Statuses: In Account Settings, open the Contact Types & Statuses tab to manage workflows for contacts.
- Create status 'Presented' in workflow: Within the Contact Types & Statuses tab, select the workflow you use for sales (either the default workflow or your own unique workflow) and create a new status named "Presented".
- Set contact status to 'Presented': When a sales presentation completes, set the contact's status to "Presented" in the contact record so it becomes the trigger condition for follow-up automation.
- Open Automation: From the JobNimbus UI, open Automation to build rules that act on types and statuses.
- Create an automation rule using Status = Presented: In Automation, create an automation rule that uses the contact status (or contact type/status combination) as the trigger and specify a delay of 1 week after the status is set to "Presented".
- Configure action to create task or notification and enable rule: In the same automation rule, configure the action to automatically create a follow-up task or send a notification at the scheduled time, then save and enable the automation rule so it runs when contacts are set to "Presented".
FAQ for JobNimbus
Can I trigger reminders from something other than contact statuses?
The documentation emphasizes Automation based on types and statuses; use contact types or statuses as the trigger conditions for automation rules.
How do I schedule the reminder for a specific time after an event?
When building the automation rule, specify a delay (for example, 1 week) after the status is set; Automation will create the task/notification at that scheduled interval.
What if an automation doesn't create the follow-up task as expected?
Verify the contact's status is correctly set (e.g., "Presented") and confirm the automation rule is saved and enabled; also check the rule's trigger and delay settings in Automation.
Common mistakes when using JobNimbus
Creating the status in the wrong workflow (e.g., adding "Presented" to a different contact workflow).
Open Contact Types & Statuses and confirm you added "Presented" to the exact workflow used by your sales contacts (default or your custom workflow) so the automation trigger matches.
Forgetting to set the contact's status to "Presented" after a sales meeting.
After each presentation, open the contact record and change the status to "Presented" so the automation trigger fires based on that status change.
Leaving the automation rule disabled or unsaved.
After configuring the rule in Automation (trigger, delay, and action), click save and ensure the rule is enabled so it will run when conditions are met.