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How to connect Google docs and JobNimbus
Create a New Scenario to Connect Google docs and JobNimbus
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Google docs, triggered by another scenario, or executed manually (for testing purposes). In most cases, Google docs or JobNimbus will be your first step. To do this, click "Choose an app," find Google docs or JobNimbus, and select the appropriate trigger to start the scenario.
Add the Google docs Node
Select the Google docs node from the app selection panel on the right.
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Configure the Google docs
Click on the Google docs node to configure it. You can modify the Google docs URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the JobNimbus Node
Next, click the plus (+) icon on the Google docs node, select JobNimbus from the list of available apps, and choose the action you need from the list of nodes within JobNimbus.
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Authenticate JobNimbus
Now, click the JobNimbus node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your JobNimbus settings. Authentication allows you to use JobNimbus through Latenode.
Configure the Google docs and JobNimbus Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Google docs and JobNimbus Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Save and Activate the Scenario
After configuring Google docs, JobNimbus, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Google docs and JobNimbus integration works as expected. Depending on your setup, data should flow between Google docs and JobNimbus (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Google docs and JobNimbus
Google Docs + JobNimbus + Slack: When a document is created in a specific Google Docs folder (acting as a contract), the automation updates the corresponding client profile in JobNimbus with a 'Contract Finalized' status and sends a Slack message to the project manager, notifying them of the finalized contract.
JobNimbus + Google Docs + Google Sheets: When a contact is updated in JobNimbus, a new proposal is generated using a Google Docs template. The proposal details, including contact information and proposal specifics, are then recorded in a Google Sheet for tracking and analysis.
Google docs and JobNimbus integration alternatives
About Google docs
Automate document creation and updates with Google Docs in Latenode. Populate templates, extract text, and trigger workflows based on document changes. Connect Google Docs to CRMs, databases, or marketing tools to streamline content generation and approval processes. Less manual work, more consistent documents, and automated collaboration.
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About JobNimbus
Automate Instagram Business tasks within Latenode. Schedule posts, extract comments, and analyze metrics without manual effort. Integrate Instagram data with CRMs or spreadsheets. Latenode offers flexible logic and affordable scaling, so you can manage social media workflows alongside other business processes using AI tools or custom scripts.
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FAQ Google docs and JobNimbus
How can I connect my Google docs account to JobNimbus using Latenode?
To connect your Google docs account to JobNimbus on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Google docs and click on "Connect".
- Authenticate your Google docs and JobNimbus accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create JobNimbus tasks from new Google docs?
Yes, with Latenode! Automatically create tasks from new documents using our visual editor and custom logic. Benefit: Streamline project management from document creation.
What types of tasks can I perform by integrating Google docs with JobNimbus?
Integrating Google docs with JobNimbus allows you to perform various tasks, including:
- Automatically creating new JobNimbus contacts from Google docs form submissions.
- Updating JobNimbus project details whenever a Google docs document is modified.
- Generating customized contracts in Google docs from JobNimbus customer data.
- Creating summary reports in Google docs based on JobNimbus project milestones.
- Backing up JobNimbus documents to Google docs on a regular schedule.
Can I use JavaScript to manipulate Google docs data in my workflows?
Yes! Latenode allows you to use JavaScript code blocks for advanced data manipulation, extending standard Google docs actions within your workflows.
Are there any limitations to the Google docs and JobNimbus integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex document formatting in Google docs may not fully translate to JobNimbus fields.
- The integration relies on the Google docs and JobNimbus APIs, which may have usage limits.
- Real-time synchronization may experience delays depending on data volume and API response times.
