JobNimbus

Syncs contractor project data, schedules tasks, and tracks material orders automatically. Use this to bridge the gap between your field crews and back office accounting.

Try JobNimbus in Ceven

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Why use Ceven?

  1. AI native JobNimbus integration

    • Describe the outcome and Ceven picks the right JobNimbus calls, fills the parameters, and checks the result.
    • Structured, agent friendly tool schemas so each call runs reliably instead of by guesswork.
    • Rich coverage for reading, writing, and querying your JobNimbus data, across all 21 of its actions.
  2. Managed auth

    • Built in OAuth with automatic token refresh and rotation.
    • One place to manage, scope, and revoke JobNimbus access.
    • Per user and per environment credentials instead of shared keys.
  3. Agent optimized design

    • Actions are tuned from real success and error rates so reliability climbs over time.
    • Full execution logs so you always know what ran in JobNimbus, when, and on whose behalf.
    • The agent pauses and asks when JobNimbus is unclear instead of plowing ahead.
  4. Enterprise grade security

    • Fine grained access so you control which agents and people can reach JobNimbus.
    • Least privilege by default, read scopes first and only the writes a workflow needs.
    • A full audit trail of every JobNimbus action to support review and sign off.

Supported tools

Every action Ceven's agents can run on JobNimbus, and when to use it.

Create Location
Use this to add a new physical job site after gathering the address and contact details.
Get Activity
Pull a specific activity record using the jnid to review job notes or logs.
Get Contact
Retrieve full details for a specific person using their jnid.
List Contacts
Pull a list of all contacts for reporting or data synchronization tasks.
Create Material Order
Place a new order for materials after gathering item details for a specific contact.
Create Task
Schedule a new task linked to a contact or job for field crew tracking.
Create Workflow Status
Add a specialized status like lead or inspection to an existing workflow using the workflow id.
Get Account Settings
Retrieve account wide workflows and source mappings to calibrate agent behavior.
Update Contact
Modify fields for an existing contact after you have the jnid.
List Tasks
Pull an overview of all tasks for planning or project review.
List Activities
Retrieve a paginated list of all logged activities across the account.
List Invoices
Fetch multiple invoice records to track billing status.
List Material Orders
Retrieve a list of all material orders for procurement audits.
List Payments
Pull a list of payments with optional filters to reconcile accounts.
List Products
Retrieve the full product catalog for pricing and ordering.
List Work Orders
Fetch a paginated list of all active and completed work orders.
Get Activity by ID
Tool to retrieve a specific activity by its id. use after confirming the activity's jnid is valid.
Get Contact by ID
Tool to retrieve a contact by id. use after obtaining the contact’s jnid to fetch full details.
Create File Attachment Type
Tool to create a new file attachment type. use when you need to register a custom document category before uploading files.
Get File Attachment by ID
Tool to retrieve a specific file attachment's raw content by id.
Get Product by ID
Tool to retrieve a specific product by id (v2). use after confirming the product's jnid to fetch its details.
Update Task
Tool to update an existing task. use after confirming the task’s jnid and desired changes.
Get Units of Measure
Tool to retrieve list of supported units of measure. use after authenticating when you need to present or validate measurement units.

23 actions · scroll to see them all

Frequently asked questions

Ceven implements a smart queuing system to respect JobNimbus rate limits. If the agent hits a limit while syncing a large volume of contacts or activities, it will automatically pause and retry using an exponential backoff strategy. This ensures that your daily API quota is not exhausted in a single burst and that your other integrated tools continue to function without interruption. You can monitor the sync status in the Ceven dashboard to see if any requests are being throttled. For accounts with extremely high volume, we recommend scheduling large data pulls during off peak hours to maintain optimal performance.
Yes. The agent can use the Create Workflow Status tool to add new stages to your existing processes. This is particularly useful when you are scaling your business and realize you need a new step like permit approval or final walkthrough. You simply provide the workflow id and the name of the new status. Once created, the agent can then move contacts or jobs into that status as part of a larger automation. This allows your project management flow to evolve without needing a manual administrator to update the settings for every new project type.
Ceven handles bulk updates by iterating through your list of changes and making individual calls to the Update Contact endpoint. Because JobNimbus requires a unique jnid for every update, the agent first performs a search or list operation to map your data to the correct internal IDs. This prevents duplicate records and ensures that data integrity is maintained. If you are updating thousands of records, the agent will process them in batches to avoid timeouts and ensure that every single update is confirmed by the JobNimbus server before moving to the next.
Ceven can retrieve raw content from file attachments using the specific attachment id. This allows the agent to read site photos or PDF contracts and pass that information into other tools, such as an AI summarizer or a cloud storage folder. To upload files, the agent first uses the Create File Attachment Type tool to ensure the document is categorized correctly within JobNimbus. This structured approach ensures that your digital filing cabinet stays organized and that field documents are always linked to the right job and contact.
If the agent attempts to update a task or contact and receives an error indicating the jnid is invalid, it will trigger a recovery flow. The agent first attempts to search for the record using the email or name associated with the request to see if the ID has changed or was entered incorrectly. If a match is found, it updates its internal reference and completes the task. If no match is found, the agent logs a failure and notifies the user via the activity feed, preventing the workflow from silently failing or creating corrupted data.
Yes. The agent uses the Create Material Order tool to specify the items and quantities needed for a job. While JobNimbus tracks the order, Ceven can take it a step further by sending the order details to your specific suppliers via email or another API integration. By pulling the product catalog using the List Products tool, the agent ensures that the item names and units of measure match exactly what is in your JobNimbus system, reducing ordering errors and ensuring that the correct materials arrive at the job site on time.
The JobNimbus API uses pagination for activity lists, which means it only returns a set number of records per call. Ceven handles this by automatically walking the cursor through every page of results until the full requested dataset is retrieved. However, users should be aware that very old activity logs may be archived or slower to retrieve depending on the JobNimbus account tier. If you are running a report on several years of data, the agent may take a few minutes to compile the full list, but it will maintain a progress indicator throughout the process.
Ceven operates using the permissions assigned to the API user account connected to the platform. If the connected user does not have permission to edit invoices or delete contacts within JobNimbus, the API will return a forbidden error. Ceven respects these fine grained permissions to ensure that the agent cannot perform actions that a human user with the same credentials could not. If you find that certain actions are failing, we recommend checking the user role settings within the JobNimbus administrative panel to ensure the API user has the necessary access levels.

Alternatives to JobNimbus

Other tools that solve a similar problem. Ceven supports these too, so you can switch or run more than one at once.

ServiceTitan logoServiceTitanHousecall Pro logoHousecall ProJobber logoJobber

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