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How to connect JobNimbus and Streak
Create a New Scenario to Connect JobNimbus and Streak
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 JobNimbus, triggered by another scenario, or executed manually (for testing purposes). In most cases, JobNimbus or Streak will be your first step. To do this, click "Choose an app," find JobNimbus or Streak, and select the appropriate trigger to start the scenario.
Add the JobNimbus Node
Select the JobNimbus node from the app selection panel on the right.
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Configure the JobNimbus
Click on the JobNimbus node to configure it. You can modify the JobNimbus URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Streak Node
Next, click the plus (+) icon on the JobNimbus node, select Streak from the list of available apps, and choose the action you need from the list of nodes within Streak.
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Authenticate Streak
Now, click the Streak node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Streak settings. Authentication allows you to use Streak through Latenode.
Configure the JobNimbus and Streak 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 JobNimbus and Streak 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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Trigger on Webhook
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Save and Activate the Scenario
After configuring JobNimbus, Streak, 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 JobNimbus and Streak integration works as expected. Depending on your setup, data should flow between JobNimbus and Streak (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect JobNimbus and Streak
JobNimbus + Streak + Google Sheets: When a JobNimbus project status is updated, find the corresponding deal in Streak and update its stage. The changes are then logged in a Google Sheets spreadsheet for tracking and analysis.
Streak + JobNimbus + Slack: When a new lead is created in Streak, check if there's a corresponding completed project in JobNimbus. If found, notify the sales team in Slack with details of the new lead and the related project.
JobNimbus and Streak integration alternatives
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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About Streak
Use Streak in Latenode to automate sales pipeline tasks. Automatically update deals, trigger follow-ups, or sync data with other apps when stages change. Integrate Streak with your marketing automation or billing systems using Latenode's visual builder, custom code, and affordable execution-based pricing. No per-step fees, full API control.
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FAQ JobNimbus and Streak
How can I connect my JobNimbus account to Streak using Latenode?
To connect your JobNimbus account to Streak on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select JobNimbus and click on "Connect".
- Authenticate your JobNimbus and Streak accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Streak boxes from new JobNimbus jobs?
Yes, you can! Latenode lets you automate box creation, ensuring no lead is missed. Use our visual editor and advanced logic for seamless data flow.
What types of tasks can I perform by integrating JobNimbus with Streak?
Integrating JobNimbus with Streak allows you to perform various tasks, including:
- Automatically create Streak boxes when new jobs are created in JobNimbus.
- Update contact information in Streak based on JobNimbus activity.
- Trigger JobNimbus actions when a Streak box reaches a specific stage.
- Sync JobNimbus project details to custom fields in Streak.
- Generate JobNimbus reports based on Streak sales pipeline data.
How does Latenode handle data security between JobNimbus and Streak?
Latenode uses secure authentication and encryption to protect your data while transferring information between JobNimbus and Streak.
Are there any limitations to the JobNimbus and Streak integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex custom field mappings may require JavaScript coding.
- Rate limits of JobNimbus and Streak APIs can affect processing speed.
- Historical data migration between the two platforms is not fully automated.
