Integrate SumoQuote with JobNimbus

By integrating with JobNimbus, you can record all relevant customer interactions such as:

  • Emails with attached quotes
  • Signature requests and signed quotes
  • Invoices
  • Callbacks

With a bit of extra work, SumoQuote can create projects for all new JobNimbus Jobs and/or Contacts!

Here’s How

Note: You need to have both a SumoQuote and JobNimbus account in order to complete the integration

  1. To allow SumoQuote to add emails and documents to JobNimbus, it needs access to your JobNimbus account. Access is granted through an API key generated in your JobNimbus account. Go to your “Settings” page in JobNumbus
    JobNimbus Settings
  2. Create a new API key for SumoQuote
    • Select “API”
    • Click “New API Key”
    • Select or Type “SumoQuote”
    • Select “Admin”
    • Click “Save”
    • Click “Copy” on the newly created line
    API Key Configuration
  3. Now that you have an API key, head back over to SumoQuote to continue the integration.
    • Select Configuration
    • Select “Integrations”
    • SumoQquote Integration
    • Select “Connect to JobNimbus”
    • Select “I have an API key from JobNimbus”
    • Paste your API key from JobNimbus
    • Click “Submit”
    • SumoQquote Integration
    • To complete the integration process, you’ll need to configure JobNimbus to instruct SumoQuote to create Projects when a JobNimbus Job or Contact is created
    • Click “Copy WebHook URL” to get your personalized WebHook URL
    • SumoQquote Integration
    • Finally, head back over to JobNimbus to complete the integration. You can chose to configure JobNimbus to notify SumoQuote about new Jobs, new Contacts or both. By setting up these WebHooks, a new SumoQuote project will be created for each new Job or Contact created in JobNimbus.
      • Go back to “Settings” and select “Automation”
      • Select “Add Rule”
      • Enter a name for the rule
      • Select “when” a Job is “Created”
      • Select “Add Action”
      • Select “Webhook” and click “Save”
      • Paste the WebHook URL you copied from SumoQuote
      • Click “Save” to confirm the WebHook URL
      • Click “Save” to confirm the new integration
      • JobNimbus Webhook Integration
      • Select “when” a Contact is “Created”
      • Select “Add Action”
      • Select “Webhook” and click “Save”
      • Paste the WebHook URL you copied from SumoQuote
      • Click “Save” to confirm the WebHook URL
      • Click “Save” to confirm the new integration
      • JobNimbus Webhook Integration

That’s it! Your SumoQuote and JobNimbus accounts are now fully integrated. If you have any questions or if you need any assistance, please let us know at support@sumoquote.com.