ArcSite + JobNimbus Integration
Connect your ArcSite and JobNimbus environments to have seamless flows of information that can be used in customer relationship management and much more. Linking your JobNimbus Environment with your ArcSite account can eliminate double-entry and can speed your sales process up significantly.
Sections Below
Set up the ArcSite - JobNimbus integration
Below are the detailed instructions for all steps with screenshots.
1. Create an API key in JobNimbus
Go to the JobNimbus Settings page and click on API to create a new API key for ArcSite to use. Click on New API Key.
In the create form, fill in the description field with ArcSite, and select the Office Manager profile.
We recommend using the Office Manager access profile for the created API key. If the owner's profile is used, our API will only be able to access data from that account and not from other employees in the company.
2. Set up the integration on ArcSite's user site admin page
Go to the Integrations page on the ArcSite User Site and set up the integration by supplying the API key.
Click the "Connect to JobNimbus" button and enter the API Key generated by JobNimbus.
After clicking the Connect button, ArcSite will verify the API key. If the key is valid, the page will auto-refresh, and the Jobnimbus app will show as "Connected". A webhook URL for Jobnimbus to use will be generated automatically by ArcSite.
Tap on the settings button to choose one account as the default project owner/creator. This way you can ensure an email account match.
3. Create related webhook rules in JobNimbus' automation module
Go back to the JobNimbus Settings page and select the Automation Module. Then, click the "Add Automation" button.
Select "Events Based" in the Trigger type pop-up box and "Contact/Job" is created, and then click "Add Action."
Select "Webhook" in the drop-down list of the pop-up layer, then enter the Webhook URL provided by ArcSite, and save.
Create rules for both contact and job. After completion, there should be two ArcSite Webhook call rules in the automation list.
4. Mapping - How ArcSite links JobNimbus Contact or Job to ArcSite Projects
This section explains how ArcSite connects Jobnimbus contact or job information to ArcSite project data.
1. Project Owner
For successful project creation to occur in ArcSite, each project needs a designated Project Owner. ArcSite extracts the Project Owner from Jobnimbus data in the following order:
Assigned To (Highest Priority): If 'Assigned To' is specified in Jobnimbus, ArcSite uses the email of the first teammate listed for the project as the owner. If the email isn't in ArcSite, an error occurs.
Sales Rep (Second Priority): If 'Assigned To' isn't specified, ArcSite tries to obtain the project owner's email from the sales rep.
Create by Email (Lowest Priority): If 'Assigned To' and 'Sales Rep' aren't available, the webhook may use 'create_by_email' as the project owner.
If the Project Owner isn't found in steps 1, 2, or 3, project creation fails.
To simplify the integration, Arcsite has introduced a Default Owner setting in the Jobnimbus App Card. If the Webhook can't extract the right Project Owner from received data, this Default Owner will step in to complete the Project creation.
2. Project Name
Display Name (Highest Priority): The contact's display name is prioritized as the project name.
First Name and Last Name: If the display name isn't available, the project name becomes the contact's first and last name.
3. Extra Data Fields
ArcSite Project Client Profile | Jobnimbus Contact / Job |
Client Name | Display Name | First Name + Last Name |
Phone | Home Phone |
Second Phone | Mobile Phone |
Country | Country Name |
State | State Text |
City | City |
Street | Address Line 1 + Address Line 2 |
Zip Code | Zip |
Job Number | Contact Number / Job Number |
[Sales Representative] Name | Sales Rep Name |
[Sales Representative] Email | Sales Rep Email |
[Sales Representative] Phone | Sales Rep Phone |
Use the Integration
Create a new ArcSite Project from JobNimbus
Go to JobNimbus Home Page, Click +, and Add Contact
Fill in your contact information, and Save
Go back to the Projects page on the ArcSite User Site and verify the project has been created.
Push a proposal document back to the JobNimbus contact or job
From the ArcSite app, create a drawing and upload it to the cloud
From the ArcSite user site, open the Project, open the uploaded drawing, then open the Takeoff & Estimate tab. Click Send to JobNimbus and select one proposal template to push to JobNimbus.
Alternatively, from within the ArcSite app, tap the Reports button, select Export Other Reports, then choose PDF From a Template. Select a proposal template — a prompt will appear to push the document to JobNimbus.
After pushing the document successfully, go back to JobNimbus to check the document list under Contact or Job.
Automatic push of a Signed Proposal to Job Nimbus
The push is automatically triggered at the following two points:
After uploading a "Signed on Device" Proposal in the app.
When the eSign process is complete, and the Proposal status changes to "Online Approved."
How are the files named
• Signed on Device: {Proposal Name} - Signed on Device.pdf
• eSigned: {Proposal Name} - eSigned.pdf
Where does the signed Proposal get placed
In the JobNimbus Job/Contact Documents
