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Notis

Keep JobNimbus follow-up aligned with customer responses

When a response changes what should happen next, update the existing task so your team can pick up the right action.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Update Task

Tool to update an existing task. use after confirming the task’s jnid and desired changes.

Why this helps

A changed customer preference can leave an outdated task in the queue unless someone remembers to revise it.

  • Keep follow-up work aligned with what the customer said.
  • Reduce stale tasks and avoidable backtracking.
  • Make the revised next step visible in JobNimbus.

Setup

Build it in a few focused steps.

  • 1Connect Braze and JobNimbus to Notis once through the portal.
  • 2Create an automation through Automations or ask Notis for one in plain language.
  • 3Describe updating the relevant existing JobNimbus task when a Braze-connected customer response changes the follow-up plan.
  • 4Choose an incoming webhook trigger and report channel, then test with one real response and task.

Questions about this workflow

Does this create a new task?

No. This workflow updates an existing task, so include context that lets Notis identify the task.

What kinds of responses should trigger it?

Use responses that meaningfully change the planned follow-up and make that rule clear in the prompt.

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.

TriggerScheduled

Create Location

Tool to create a new location in jobnimbus. use after gathering address and contact details.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Get Activity by ID

Tool to retrieve a specific activity by its id. use after confirming the activity's jnid is valid.

ActionInstant

Get Contact by ID

Tool to retrieve a contact by id. use after obtaining the contact’s jnid to fetch full details.

ActionInstant

List Contacts

Tool to list all contacts. use when you need to fetch multiple contacts, e.g., for reporting or synchronization.

ActionInstant

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.

ActionInstant

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.

ActionInstant

Create Task

Tool to create a new task. use when scheduling or tracking tasks linked to contacts or jobs.

ActionInstant

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'.

ActionInstant

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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