JobNimbus Integration: Send Your RoofQuote PRO™ Leads to JobNimbus through Zapier

Use RoofQuote PRO™ webhooks to create contacts and jobs in JobNimbus

Requirements:

JobNimbus Account account
Zapier account (Starter tier or higher)
RoofQuote PRO™ active subscription

Overview:

Automatically send your RoofQuote PRO™ lead data to your JobNimbus account through a simple webhook.

Instructions:

Step 1 - Connect your JobNimbus Account to Zapier

In your Zapier account, go to your My Apps
Click "Add connection"
Search for JobNimbus and click Connect

A window will popup asking for an API Key
Sign-in to your JobNimbus account to generate an API Key
Go to Settings > API
Click "New API Key" button, and copy the new API key

Paste the API Key into the Zapier popup and click the Continue button

(Optional) Step 2 - Prevent creating duplicate contacts/Jobs in JobNimbus

If you wish to avoid creating duplicate contacts/jobs, first search your contacts to check if they already exists and only create a contact if it does not.
If you wish to skip this part, go to Step 2

Make sure you've completed the Initial Setup
Add an Action to your Zap just after the trigger
Search and select the JobNimbus as the App, then choose "Find Contact By Email"

Confirm your JobNimbus Account to continue the Action
For Search Criteria, choose the Email field from the webhook data test lead
Select Yes for Should this step be considered a "success" when nothing is found
Click Continue and test

Create another Action to your Zap just after "Find Contact by Email"
Search and select "Filter by Zapier" as the App and click Continue

In the Filter Setup under "Only continue if" complete all three fields:

• For the first field, find the Find Contact by Email section in the dropdown menu and select "Zap Search Was Found Status"
• For the second field, select "(Text) Exactly Matches" in the dropdown menu
• For the third field, type exactly "false"

Click Continue and Test

The test will show that if no contact exists for the lead in JobNimbus, the Zap will continue to your next Action "Create Contact"

Step 3 - Add an Action to your existing Zap to Create Contact

Make sure you've completed the initial setup of creating a zap with a webhook trigger
Add an Action to your Zap
Find and select JobNimbus as the App
Choose the event "Create Contact"

Confirm your JobNimbus Account is selected and click Continue

Step 4 - Match data to your JobNimbus Contact details

Fill in each customer contact field using the "Catch Hook in Webhooks by Zapier" data created during the initial setup.

The following data is available from the RoofQuote PRO lead to match to your JobNimbus contact details:

• First Name
• Last Name
• Email
• Phone
• Street Address
• City
• State
• Zip
• Timestamp (date/time lead was created)
• Session ID (use for external ID)

For Contact Type, choose Primary Contact

Complete other fields that are relevant, such as Source Name, Description, and Tags, then click Continue

Step 5 - Test Create Contact Action

Testing your Create Contact in JobNimbus Action will show you if it's been set up correctly. Click the Test button
You should receive a success message saying "A Contact was sent to JobNimbus"

Go to your JobNimbus account to check for the new Contact you just created during the test

Step 6 - Create Custom Job Field in JobNimbus For Instant Quote Data

Open your JobNimbus Account and go to Settings > Job Fields

Create new job fields: "Roof Details" and "Instant Quote" (choose text field for both)

Go here to learn more about custom fields in JobNimbus

Step 7 - Add an Action to your existing Zap to Create Job

Back in Zapier, add an Action to your Zap
Find and select JobNimbus as the App
Choose the event "Create Job"

Confirm your JobNimbus Account is selected and click Continue

Step 7 - Match data to your JobNimbus Job details

Fill in each job field using the "Catch Hook in Webhooks by Zapier" data created during the initial setup.

Enter the required Contact Info
For Primary Contact ID (required), use the Contact ID from the Create Contact Action data

Add data to the Job Fields created in Step 6 "Roof Details" and "Instant Quote"

The following data's available from the RoofQuote PRO lead to match to the job fields:

ROOF DETAILS (Structure Info)

• Total Square Feet
  The final square feet total used to calculate the quote.
• Structures Square Feet
  The final square feet after edits to roof shapes for every roof structure on the property, each structure sqft separated by a comma.
• Structures Is Included
  true = included in quote, false = not included in quote, in the same order of the Structures Square Feet.
• Structures Initial Square Feet
  The original square feet detected by RoofQuote Pro for every roof structure on the property, each structure separated by a comma.
• Structures Slope
  The slope selected for each roof structure on the property.
  Slope Multipliers:
  Flat = 1.0
  Low = 1.055 (4/12 pitch)
  Medium = 1.16 (7/12 pitch)
  Steep = 1.305 (10/12 pitch)
• Main Roof Total Square Feet
  The final square feet of the main roof after edits to it shape
• Number of Structures
  The number of roof structures detected on the property including any added by user
• Number of Structures Included
  The number of roof structures included in the quote
• Structure Names
  The names of each structure detected on the property including any added by user

QUOTE DETAILS (Product Info)

• Product Names
• Products Price Info Total
• Products Price Info Price Per Square
• Timestamp (Date/Time Quote was created)

CONVERSION

• External Url (which webpage the user converted on)
• Session Id (unique value assigned to user session)

FINANCING (Product Info) - this is optional depending on if you've enabled financing

• Products Price Info Monthly
• Products Price Info Type (Basic Financing or Contractor Loan Pro)
• Products Price Info Merchant Fee Avg (If using Contractor Loan Pro and merchant fee is factored in)

Once all job fields have been matched to RoofQuote PRO data, click Continue

Step 8 - Test Create Job Action

Testing your Create Job in JobNimbus Action will show you if it's been set up correctly.
Click the Test button
You should receive a success message saying "A Job was sent to JobNimbus"

Go to your JobNimbus account to check for the new Job you just created during the test
It will be associated to the new Contact you created

Congrats! You've Successfully Integrated Your JobNimbus Account 🎉