Hi everyone! I’m trying to optimize our process between OpenPhone and JobNimbus. Does anyone know how to set up a Zap in Zapier that creates a JobNimbus contact after an OpenPhone call and uploads the voice recording and transcript summary to the contact? Any suggestions would be appreciated!
Question
How do I set up a Zap to create a JobNimbus contact from OpenPhone calls, including voice recording and transcript?
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+14- Zapier Orchestrator & Solution Partner
Hi
Review the available Zap triggers/actions for each app:
- OpenPhone: https://zapier.com/apps/openphone/integrations#triggers-and-actions
- JobNimbus: https://zapier.com/apps/jobnimbus/integrations#triggers-and-actions
NOTES:
- You’ll want to check for existing contacts before determining if a new contact needs to be created
- You will have to use the JobNimbus API to handle files: https://support.jobnimbus.com/how-do-i-create-an-integration-using-jobnimbuss-open-api
+6- Zapier Staff
Hi
I’m jumping in to see if I can help!
Here’s how I see the Zap you have in mind:
- Trigger: OpenPhone - Call Recording Completed
- Action: JobNimbus - Create Contact
Kindly give it a try and let me know how it goes? I'll keep an eye out for your response!
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