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Notis

Carry Braze onboarding milestones into JobNimbus

When onboarding reaches a point that needs human action, put the next step where the operational work is already tracked.

Trigger

Webhook received

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

Action

Create Task

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

Why this helps

Onboarding notifications compete for attention, and a needed operational task can slip past during a busy day.

  • Turn selected milestones into actionable work.
  • Keep customer onboarding follow-through visible.
  • Reduce the need to watch campaign updates throughout the day.

Setup

Build it in a few focused steps.

  • 1Connect Braze and JobNimbus to Notis once through the portal.
  • 2Ask Notis for a new automation or open Automations and select New Automation.
  • 3Write one instruction to create a JobNimbus task when a Braze onboarding milestone requires operational follow-through.
  • 4Set an incoming webhook trigger and run-report channel, then test with one real milestone.

Questions about this workflow

Which milestones should create tasks?

Choose milestones that require a clear operational action, and state that condition in the prompt.

Can the task be linked to a customer?

Include the available customer or job context in the incoming request and describe the intended task 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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