JobNimbus Integration

Requirements

• Roof Quote PRO™ active subscription
• JobNimbus account
• Admin user access

Overview

Automatically send your RoofQuote PRO™ lead data to JobNimbus account through this direction integration.

Instructions

1. Login to your JobNimbus account
2. Navigate to the user icon (top right of screen) and select Settings from the dropdown menu
   
   
   
3. On the Settings page, expand the Integrations section and select API
   
   
4. Click on the New API Key button
   
5. This will create a new line below any existing API Keys. Next you will need to provide a Description and Access Profile
   1. For Description, you can name it "Roofle" or "RoofQuote PRO". The name can be entered directly into this field if it doesn't already exist in your list of descriptions.
      
   2. For Access Profile, choose Admin 
6. Click the Save button
   
   
7. Use the Copy button next to your newly created API Key
8. Next, login to your RoofQuote PRO portal
9. Find the Settings (gear) icon and select Developer from the menu
10. On the JobNimbus integration tile and click 'Connect Account'
    
    
    
11. In the JobNimbus pop up menu, paste in the copied API token/key.
    
    
    
12. Click Save & Continue
13. On the Contact Details tab, specify any applicable fields to fit your contact workflow. You have the option to edit the following:
    1. Contact Workflow Name
    2. Contact Workflow Status Name
    3. Lead Source Name
    4. Job Workflow Name
    5. Instant Quote
       
       
       
       
14. Once satisfied, click Save
15. Complete! All RoofQuote PRO lead data will be sent to JobNimbus moving forward.