JobNimbus Microsoft Excel

Keep deal rows current

When a deal stage changes in JobNimbus, update its row in Microsoft Excel.

Try:

See all JobNimbus + Microsoft Excel integrations or talk to a human

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

JobNimbus Explore JobNimbus →

Triggers
New contact or lead

Fires when a new contact or lead is added to JobNimbus.

Contact updated

Fires when a field on a contact changes in JobNimbus.

Deal or record stage changed

Fires when a deal, case or record moves to a new stage in JobNimbus.

Deal won

Fires when a deal is marked won in JobNimbus.

Actions
Create or update contact

Creates or updates a contact in JobNimbus.

Create deal

Creates a new deal in JobNimbus.

Update record stage

Moves a deal or record to a new stage in JobNimbus.

Log activity

Logs a call, email, or note against a record in JobNimbus.

Microsoft Excel Explore Microsoft Excel →

Triggers
New row

Fires when a row is added to a sheet in Microsoft Excel.

Row updated

Fires when a row or column changes in Microsoft Excel.

New sheet

Fires when a new spreadsheet or worksheet is created in Microsoft Excel.

Actions
Create row

Adds a new row to a sheet in Microsoft Excel.

Update row

Updates the values in an existing row in Microsoft Excel.

Look up a row

Finds a row by a column value in Microsoft Excel.

Log new deals in a sheet When a deal is created in JobNimbus, add a row in Microsoft Excel. See details
Create contacts from rows When a new row is added in Microsoft Excel, create a contact in JobNimbus. See details

See all JobNimbus + Microsoft Excel integrations →  ·  Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Keep deal rows current” between JobNimbus and Microsoft Excel?

Yes — describe it in the box above and Knit's Integrations Agent researches JobNimbus and Microsoft Excel's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

Can CRM contacts sync to a sheet?

Yes. New or updated contacts and deals in JobNimbus can be added or updated as rows in Microsoft Excel.

Can rows create CRM records?

When a row is added in Microsoft Excel, JobNimbus can create the contact or deal, which suits event lists and imports.

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