What is JobNimbus
JobNimbus is a CRM and project management software designed from the ground up to be an ultra-simple, yet powerful tool to help you take control of your business like never before.
What Can You Do
- Use industry-leading forms or create your current forms.
- Pre-Populate form data from JobNimbus.
- Collect form information and auto-update contacts or jobs.
- Capture and annotate project photos or locations.
- Share data between platforms.
How Does It Work
Pre-populate your customer information from JobNimbus, fill out your forms, capture signatures and automatically sync the form and photos as an attachment in your Contacts or Jobs folder.
Getting Started
To enable the integration you will first need both JobNimbus and naturalForms accounts. You can find out more about JobNimbus on their website. Once you have both accounts, as an admin of the systems follow the steps below to connect the applications:
1. Add Forms (Templates)
A. Upload PDF Background | To add a form or what is called a template in naturalForms, start with the form design and layout which is created totally outside of naturalForms using any industry standard tool (i.e. Word, Excel, Adobe), and then save the form design as a PDF. After completing the design (look and layout) of the form and having a clean PDF, add that form into naturalForms via the Designer accessed from within the Templates page. Check our Designer overview video and for exact details follow the steps for Adding a Template.
We recommend that the form design considers the use of the tablet or phone and allows proper spacing for fields such as checkboxes or tight field spacing. We also recommend that you do not use 'scanned in' PDFs as these types of PDFs tend to be low quality and very large in file size.
B. Setup Smart Fields & Rules | To add templates to naturalForms, you will use our Designer tool which allows you to bring in the PDF background and overlay it with our proprietary digital intelligence making your custom forms smart forms. Don't worry, adding your forms is still super simple and quick to complete so your team will be filling out forms before you know it.
Once you have uploaded your PDF into the Designer, you'll simple add the field overlays to your PDF background by using what we call Field Tools. Just follow our Field Tools Overview to complete this step.
Additional intelligence such as calculations, conditional mandatory, logic and other related rules can be easily added to the template. To setup rules just follow our Rule Guides.
C. Name 'Identifiers' for Pre-Population | By default your data from JobNimbus will prefill or what we call pre-populate from your JobNimbus account into forms (also known as Documents). In order for this to occur you'll need to match the field 'Identifier' value in the Field Settings of a field in the Designer with the correct naming convention. Below is a screen shot of where this is located in the Designer:
The default fields available for JobNimbus pre-population are:
| JobNimbus | naturalForms |
| First Name | FirstName |
| Last Name | LastName |
| Home Phone | HomePhone |
| Fax Number | FaxNumber |
| Mobile Phone | MobilePhone |
| Company | Company |
| Address Line 1 | AddressLine1 |
| Address Line 2 | AddressLine2 |
| City | City |
| State | State |
| State Code | StateCode |
| Country | Country |
| Postal Code | PostalCode |
| Sales Rep | SalesRep |
Along with the default fields, if you create custom fields in JobNimbus, those fields can also be pre-populated into naturalForms. To setup custom fields, use the same naming convention for the default fields...just using names of the fields you created (i.e. Roof Type = RoofType). The prefill also support JobNimbus custom field names using symbols or emojis such as: Permit # and 🟧Status.
If documents are started from naturalForms directly, additional default fields are available as below:
- Address: This combines the address, city, state and zip and generates on field with the full address.
- ContactName: This combines the first and last name for the full name.
- ContactNumber: The number of the Contact within JobNimbus (i.e 1039).
- JobName: Name of the Job within JobNimbus.
- JobNumber: The number of the Job within JobNimbus (i.e. 1018).
- JobStatusName: The status of the job within Nimbus (i.e. New).
- Status: Type of job (i.e. Customer).
After you have completed the steps above your template will be setup and ready to be assigned to a user and for the integration to be enabled.
2. Connect the Integration
You connect JobNimbus from your naturalForms web account, using an API key you create in JobNimbus. You need to be an admin in both JobNimbus and naturalForms.
Note: Setup used to happen on the naturalForms tab in JobNimbus settings. That tab now shows a short note with a link to the naturalForms Integrations page.
A. Create an API Key in JobNimbus | In JobNimbus, go to Settings > Integrations > API and click Create New.
Enter a Description such as naturalForms, choose the Admin access profile, and click Create.
B. Copy the Key Right Away | JobNimbus shows the full API key only once, on the API Key Created Successfully screen. Click Copy and paste the key into naturalForms in step D before you close this screen (or keep it somewhere safe until you do).
Important: after you close that screen, JobNimbus lists the key on the API page by its Key ID (a short code such as 994d8e44-4f45-…) with its own copy button. The Key ID is not the API key, and naturalForms can't connect with it. If you didn't copy the key in time, create a new one and copy that.
C. Open the Integrations Page | As an admin, sign in to your naturalForms web account and open the Integrations page. Find JobNimbus in the list and click More.
D. Connect JobNimbus | Open the Connection menu and choose Connect your JobNimbus account. Paste your API key into Enter JobNimbus API Key and click OK.
E. Turn on Templates | Once connected, you'll see Create JobNimbus Attachments and the list of your naturalForms templates. To use a template with JobNimbus, change its Status from OFF to ON. Each time you add a new template, remember to turn it on here if you want it in JobNimbus.
Keys expire after one year. JobNimbus API keys stop working one year after they're created (the date is shown as the Expiration Date when you create the key, and in the Expires At column on the JobNimbus API page). Before that date, create a new key in JobNimbus, then in naturalForms open Connection, choose Disconnect your JobNimbus account (type YES to confirm), and connect again with the new key.
3. Start Using
Check out the demo video below to see how the pre-population works in the app.
The actual steps are detailed below:
A. Install the Apps | Make sure you have installed both the JobNimbus and naturalForms apps on the mobile device (tablet or phone). If you already have installed the apps, make sure you have resynced the JobNimbus app to ensure the updated templates are loaded from the portal updates.
B. Pre-Populate Forms | From within the JobNimbus app, select a Contact or Job...then choose the naturalForms menu item, which will display the list of templates that were turned on:
Select the template(s) that you want to create and then click Submit. The app will automatically open up naturalForms and create the documents that include the pre-populated field data as below:
From here users will fill out the remaining fields and submit the document.
C. Access Completed Documents | Submitted documents and photos sync automatically to the job or contact in JobNimbus. Open the job (or contact) and choose Documents or Photos in the left-hand menu. Documents from naturalForms show naturalForms under Uploaded by.
D. Use naturalForms on a Computer | naturalForms isn't only a tablet and phone app. It also runs in a web browser on your computer, and the JobNimbus integration works there too. On a computer, start the document in naturalForms: click +, choose JobNimbus Job (or JobNimbus Contact), pick the job, then pick the template. The job's details fill into the form. Only templates turned on for JobNimbus (step 2E) appear in the list. Many teams keep JobNimbus and naturalForms open side by side in two browser tabs. Completed documents sync back to the JobNimbus job or contact in the same way.
Common Questions:
Can I sync JobNimbus to work with more than one naturalForms account?
Unfortunately, no. Due to security and privacy standards, JobNimbus can only be synced with one naturalForms account for a company.
naturalForms says my JobNimbus key isn't valid. What should I check?
Make sure you pasted the full API key from the API Key Created Successfully screen, not the Key ID from the JobNimbus API page. JobNimbus only shows the full key once, so if you no longer have it, create a new key (Settings > Integrations > API > Create New) and paste that one. Also check on the JobNimbus API page that the key hasn't expired or been revoked.
The integration stopped working after about a year. Why?
JobNimbus API keys expire one year after they're created. Create a new key in JobNimbus, then disconnect and reconnect JobNimbus on the naturalForms Integrations page with the new key.
Where did the naturalForms settings in JobNimbus go?
Setup now happens in your naturalForms web account, on the Integrations page. The naturalForms tab in JobNimbus settings shows a short note with a link there.
I'm not an admin. Can I set this up?
Only a naturalForms admin can connect JobNimbus or turn templates on and off, and creating a JobNimbus API key needs admin access in JobNimbus. Ask your admin to follow the steps in section 2.
What happens if a key is revoked in JobNimbus?
The connection stops working. Create a new key and reconnect JobNimbus on the naturalForms Integrations page.
If you have any questions please submit a support ticket and a member of our team will assist you.