Before you start
You must have an active account with both CompanyCam and JobNimbus in order to integrate the two services.
Integrations are not available on Basic. Upgrade your plan to take advantage of this feature.
You must have Admin privileges in both CompanyCam and JobNimbus.
You must use an Admin email address in both CompanyCam and JobNimbus when setting up the integration.
What is JobNimbus?
JobNimbus is a CRM and project management software wrapped up in one application. The platform is an end-to-end solution designed to help contractors (roofing and construction professionals) streamline their communication and better manage their teams. From customer contacts to scheduling, boards to lead acquisition, jobs to payments, JobNimbus is the place to accurately update and track all company information.
How it works
You can choose either new Contacts or Jobs created in JobNimbus to create a CompanyCam Project. Then all photos and Documents added to this integrated Project will sync back to the Contact or Job under the Photos section!
Create a CompanyCam Project and sync content from a JobNimbus Job
Once integrated, create a new Job in JobNimbus and click Save.
Once created, you should see a matching CompanyCam Project generated with JobNimbus Job Label attached.
At this point, you can take Photos and add Documents to this Project as normal. Once they are uploaded to this Project they will sync to the matching Job.
You can view the synced Photos and Documents within JobNimbus from the Photos and Documents section!
Create a CompanyCam Project and sync content from a JobNimbus Contact.
Once integrated, create a new JobNimbus Contact and click save.
Once created you should see a matching CompanyCam Project created with a JobNimbus Contact Label attached.
At this point, you can take Photos and add Documents to this Project as normal. Once they are uploaded to this Project they will sync to the matching Contact.
You can view the synced Photos and Documents within JobNimbus from the Photos and Documents section!
Setup
Creating and using the JobNimbus API token
Go to the Settings page in JobNimbus.
Click on API on the bottom left.
Click New API Key (blue button) at the top. At the bottom of the token, list click in the open/white field and type and select CompanyCam. Click Select Profile and choose Admin from the list, then click Save (blue button).
Click Copy to the right of your new Key at the bottom of the list.
Open CompanyCam and sign in. Select Integrations on the left menu under resources.
Under the JobNimbus integrations tab, paste in the API KEY that you copied from your JobNimbus account.
Enter the Admin Email Address from JobNimbus.
NOTE: The email entered here must be the same one tied to your JobNimbus account were logged in with when you created your access token. You can click on your profile in JobNimbus to confirm the email you are logged in with.
Choose to sync Customers or Jobs from JobNimbus to CompanyCam.
You're not done yet. Just a few more steps!
In CompanyCam click on Your Profile on the left-hand side, Under "Your Company" Select "Access Tokens"
Click New Token (blue button).
Select JobNimbus from the drop-down and click Create Token.
NOTE: DO NOT check the optional settings box. That will make the token Read-Only and it will not function.
Copy the Token.
Go back to your JobNimbus account. Go to Settings, and choose CompanyCam from the menu on the left. NOTE: If you do not see CompanyCam in this list, you will need to go to Features and enable CompanyCam.
Paste the token from your CompanyCam account and choose Contacts or Jobs. Make sure to choose the same as you did in Step 8.
Click Save.
Once the integration is completed you will see "Connected" in the top right.
Once the integration is set up you will notice an "Edit" option to the right of the integration. If something in your integration isn't working as expected you can select this and it will refresh the integration between the two. You can also "Disconnect" here as well if it ever becomes no longer needed.
If you run into any trouble with the integration you can reach out to CompanyCam's support team! You can email us at [email protected] or reach out to our live chat!
Step-by-step Video
Want to make workflows even easier? Now that you've got your CRM up and running, check out other integration opportunities!