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Trigger an Alivo Automation from a JobNimbus Event

Connect the two so something happening in JobNimbus can kick off an automation in Alivo.

A webhook is just a way for one app to automatically send a message to another app the moment something happens. In this case, you can set things up so that when something happens in JobNimbus, like a new job getting created, JobNimbus quietly sends a message to Alivo that kicks off an automation on your end. An automation is simply a "when this happens, do that" rule. This guide walks you through the whole thing: building the automation in Alivo, adding the webhook in JobNimbus so the two are connected, and testing it to make sure it works. It also covers the most common snags and how to fix them.

Before You Start

Before any of this will work, you need an active JobNimbus integration already set up in Alivo. Until that connection is live, the JobNimbus option you will need in the steps below simply will not show up. If you have not connected JobNimbus to Alivo yet, get that done first, then come back here.

Good to know: the JobNimbus trigger option stays hidden in Alivo until your JobNimbus integration is connected and active. If you cannot find it later, this is almost always why.

How-To Guide


1. Create the Automation in Alivo

You will build the Alivo side first, because the last step here gives you a webhook link that you will paste into JobNimbus afterward.

  1. Go to Settings, then Pipelines & Automations, then Automations.
  2. Click New automation.
  3. Give it a clear Name, something like "JobNimbus: New job created," so you can tell at a glance what it does.
  4. Under Trigger, set the Event to JobNimbus event.
  5. Choose what you want Alivo to do under Action, in the Then do section.
  6. Leave Active turned on, then click Create automation.
  7. When the Copy your JobNimbus webhook URL window appears, click Copy. Hang on to that link. You will paste it into JobNimbus in the next section.

There are no extra filters to set on the Alivo side for this trigger. You will decide exactly which JobNimbus events fire it over in JobNimbus itself, in the next section. As for what Alivo can do when the automation runs, the available actions include assigning an agent, moving a lead to a stage, assigning an owner, or creating a task.

2. Add the Webhook in JobNimbus

Now you will set up JobNimbus to send that message to Alivo, and tell it exactly when to send it.

  1. In JobNimbus, open the main menu and go to Settings, then Automation.
  2. Click + Add Automation.
  3. Choose the Triggering Record, which is the type of record that should set things off.
  4. Choose when the automation should run, such as when the record is Created, Modified, Created or Modified, or Deleted.
  5. Add any conditions you need to narrow it down. For example, you may only want it to run when a job reaches a certain status.
  6. Click Add Action, choose Webhook, then continue.
  7. Paste the webhook link you copied from Alivo. Paste the whole thing exactly, and do not shorten or edit it.
  8. Save the JobNimbus automation.

JobNimbus lets you trigger off a range of record types, so you can pick the one that matches what you are trying to catch:

  • Common records. Contacts, Jobs, and Tasks.
  • Order records. Work Orders and Material Orders.
  • Other records. Payments, Attachments, and Activity.

Keep in mind: any JobNimbus automation that sends to this link can run your Alivo automation, so keep the link private. Use the conditions in JobNimbus to control exactly when it fires.

3. Test the Automation

Once both sides are saved, run a quick test so you know it actually works before you rely on it.

  1. In JobNimbus, create or update a record that matches the rules you set.
  2. Back in Alivo, go to Settings, then Pipelines & Automations, then Automations.
  3. Open the automation you just created.
  4. Check Recent runs to confirm JobNimbus sent the webhook and your automation ran.

Troubleshooting

I Don't See "JobNimbus Event" in Alivo
Make sure your JobNimbus integration is connected and active in Alivo. The option stays hidden whenever JobNimbus is not active, so this is the first thing to check.

I Saved the Automation but There's No Webhook URL
Open the automation again. The webhook URL appears after the automation is saved, so it will be there once you reopen it.

The Webhook Fires Too Often
Tighten the conditions in JobNimbus. Alivo runs the automation every time JobNimbus posts to the copied link, so the way to slow it down is to narrow when JobNimbus sends it.

JobNimbus Says the Webhook Failed
Check that the full URL was copied from Alivo and pasted into the JobNimbus Webhook action exactly. Do not shorten or change any part of it.

The Automation Doesn't Run After JobNimbus Posts
Confirm the automation is still set to Active in Alivo, and that your JobNimbus integration is still connected and active.

Once it is set up, this connection runs quietly in the background. Anything that happens in JobNimbus and matches your rules will trigger the Alivo automation you built, with no extra work on your part. If you want different JobNimbus events to trigger different actions, just repeat these steps and create a separate automation for each one.

Still have a question this didn't answer? Reach out to our support team support@alivo.ai and we'll be glad to help.