J
JobNimbus - Create PDF, Word, Excel Documents
JobNimbus connects with Documentero to automatically create professional documents whenever new jobs, contacts, or activities are added in your CRM. Contractors can turn project details into ready-to-send proposals, invoices, or reports without extra data entry. The integration works through API, Make, or Zapier, giving teams flexible ways to generate .docx, .pdf, or .xlsx files directly from their JobNimbus data.
JobNimbus
Documentero
Triggers
Watch Jobs — Triggers when a new job has been created.
Watch Contacts — Triggers when a new contact has been created.
Watch Activities — Triggers when a new activity has been created.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from JobNimbus using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from JobNimbus using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF proposals from new JobNimbus jobs
Create client contracts from JobNimbus contact details
Export JobNimbus activities into a formatted daily report
Generate invoices from completed JobNimbus jobs
Build project summary spreadsheets from JobNimbus data
Create customer welcome letters from new JobNimbus contacts
Automatically generate work orders from JobNimbus job entries
Produce safety compliance forms from JobNimbus project details
Generate progress reports from JobNimbus activity logs
Create warranty documents from completed JobNimbus projects
How you can use JobNimbus + Documentero
Generate Job Proposals
Create a proposal document in Documentero whenever a new job is added in JobNimbus.
Contact Welcome Pack
Send a PDF welcome packet to new contacts by pulling their details from JobNimbus into a Documentero template.
Activity Reports
Automatically build a daily activity report in .docx format when new activities are logged in JobNimbus.
Invoice Creation
Generate a client invoice in PDF whenever a job reaches completion in JobNimbus.
Project Summary Sheets
Produce an .xlsx sheet summarizing job details for internal team updates using Documentero templates.
Setup Guides
Zapier Tutorial: Integrate JobNimbus with Documentero
- Create a new Zap in Zapier.
- Add JobNimbus to the zap and choose one of the triggers (Watch Jobs, Watch Contacts, Watch Activities). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Zapier: Add Documentero as the next step and connect it using your API key.
- In your zap, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the JobNimbus trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate JobNimbus with Documentero
- Create a new scenario in Make.
- Add JobNimbus to the scenario and choose one of the triggers (Watch Jobs, Watch Contacts, Watch Activities). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Make: Add Documentero as the next step and connect it using your API key.
- In your scenario, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the JobNimbus trigger.
- Run or schedule your scenario and verify the output.
