Bring JobNimbus follow-up tasks into a Braze campaign review
A scheduled task review can help you see which customer follow-ups connect to the campaigns you are running.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Tasks
Tool to list all tasks. use when you need an overview of tasks for planning or review.
Why this helps
Campaign planning and task checking happen in separate places, making it harder to hold the full picture in mind.
- Get a regular view of outstanding work.
- Connect operational follow-ups to campaign context.
- Reduce ad hoc checking across tools.
Setup
Build it in a few focused steps.
- 1Connect Braze and JobNimbus to Notis once through the portal.
- 2Create an automation in Automations or ask Notis for one in plain language.
- 3Describe a scheduled review that lists JobNimbus tasks and identifies those relevant to active Braze campaign follow-up.
- 4Choose a recurring schedule and a channel for run reports, then review the first result against real tasks.
Questions about this workflow
Does this create or change tasks?
No. This workflow uses the List Tasks action to review and report on tasks.
How often should it run?
Choose a schedule that matches your planning rhythm, such as a weekly review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Braze to Jobnimbus. A trigger fires from one place; an action lands in another.
Braze triggers
Jobnimbus actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Location
Tool to create a new location in jobnimbus. use after gathering address and contact details.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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.
List Contacts
Tool to list all contacts. use when you need to fetch multiple contacts, e.g., for reporting or synchronization.
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.
Create Material Order
Tool to create a new material order (v2). use when you need to place a materials order for a contact after gathering item details.
Create Task
Tool to create a new task. use when scheduling or tracking tasks linked to contacts or jobs.
Create Workflow Status
Tool to create a new status in an existing workflow. use after confirming the workflow id to add specialized status entries like 'lead' or 'inspection'.
Connect any two apps with Notis in the middle.
Braze and Jobnimbus, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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