create_estimate
Create Estimate
Create a new estimate in JobNimbus. Estimates are associated with a contact or job and can include customer notes, internal notes, and a status.
create_estimate
Create a new estimate in JobNimbus. Estimates are associated with a contact or job and can include customer notes, internal notes, and a status.
list_jobs
Search and list jobs (projects) in JobNimbus. Supports filtering by status, workflow type, contact, tags, and more. Returns paginated results.
list_financial_documents
List estimates and/or invoices from JobNimbus. Can filter by document type, status, and parent record. Returns paginated results.
update_task
Update an existing task in JobNimbus. Can mark tasks as completed, change priority, update dates, and more. Only the fields you provide will be updated.
get_contact
Retrieve a single contact by its ID. Returns all available fields including name, address, contact info, workflow status, tags, and related records.
create_job
Create a new job (project) in JobNimbus. Jobs must be associated with a contact. You can set the job name, address, workflow status, and more.
create_task
Create a new task in JobNimbus. Tasks can be associated with contacts or jobs and include priority levels, dates, and assignees.
get_job
Retrieve a single job (project) by its ID. Returns all available fields including name, address, status, related contact, tags, and assignees.
list_contacts
Search and list contacts in JobNimbus. Supports filtering by name, email, status, workflow type, tags, and more using Elasticsearch-style query filters. Returns paginated results.
update_job
Update an existing job (project) in JobNimbus. Only the fields you provide will be updated; other fields remain unchanged.
update_contact
Update an existing contact in JobNimbus. Only the fields you provide will be updated; other fields remain unchanged.
list_tasks
Search and list tasks in JobNimbus. Supports filtering by completion status, associated contact/job, and more. Returns paginated results.
create_contact
Create a new contact in JobNimbus. Contacts represent customers, leads, or other people you work with. You can set name, contact info, address, workflow status, tags, and more.
create_invoice
Create a new invoice in JobNimbus. Invoices are associated with a contact or job and can include customer notes, internal notes, and a status.
create_activity
Create a new activity (note) in JobNimbus. Activities are associated with a contact or job and can include notes and other information.
delete_contact
Permanently delete a contact from JobNimbus. This action cannot be undone.
list_activities
List activities (notes, status changes, etc.) in JobNimbus. Filter by parent contact/job to see the activity history for a specific record.
create_file
Upload a file attachment to a contact in JobNimbus. Files are uploaded as base64-encoded data within the JSON payload. Supports documents, photos, and other file types.
Manage contacts, jobs, tasks, estimates, invoices, and work orders for service and contracting businesses. Create and update contacts with details like name, email, phone, address, tags, and custom fields. Create and track jobs (projects) through configurable workflow statuses. Manage tasks with priorities, due dates, and assignees. Generate estimates and invoices, handle work orders and material orders. Upload and attach files to contacts or jobs. Add notes and retrieve activity history. Search and filter records using query parameters. Receive webhooks for changes to contacts, jobs, tasks, orders, payments, attachments, and activities.
Common questions about connecting Jobnimbus to AI agents with Metorial.