Albi + NiceJob

Update or create persons in NiceJob when project statuses change in Albi

Whenever a project status shifts in Albi, this workflow ensures that the corresponding record in NiceJob is either created or updated. This automation streamlines your record management across various software tools, allowing you to stay organized and efficient. No need for repetitive manual data entry, your contacts and project details stay current with ease.

When this happens...
Project Status Changed
Triggers when a project status is changed.
TriggerScheduled
automatically do this!
Create or Update Person
Creates a new Person or updates an exisitng person with the given email.
ActionWrite

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Supported triggers and actions

Contact Status Change
Triggers when a contact status is changed.
Trigger
Scheduled
Try It
New Organization
When a new organization is created
Trigger
Instant
Try It
New Contact (Deprecated)
Triggers when a new contact is created.
Trigger
Scheduled
Try It
New Project
Triggers when a new project is created.
Trigger
Scheduled
Try It
New Task
Triggers when a new task is created.
Trigger
Scheduled
Try It

Project Date Modified
Triigers when a project date is entered or updated
Trigger
Instant
Try It
Task Complete
When a task is marked complete
Trigger
Instant
Try It

- ContactRequired
- Status
Action
Write
- First NameRequired
- Last NameRequired
- TypeRequired
- Phone Number
- Email
- Referral SourceRequired
- Status
- Address 1
- Address 2
- City
- State
- Zip Code
- Country
- Latitude
- Longitude
- Sandbox
Action
Write
- ProjectRequired
- NotesRequired
Action
Write
- Relationship NameRequired
- TypeRequired
- DateRequired
- Notes
Action
Write
- Organization IDRequired
Action
Write
- Project ID
- Project
- Project Role ID
- Project Role
Action
Write
- Task IDRequired
Action
Write
- Project IDRequired
Action
Write
- Project IDRequired
Action
Search
Review Created or Updated
Triggers when a new review is created or an existing review is updated.
Trigger
Instant
Try It
- Person IDRequired
- Employee IDs
- Name
- Description
- Status
- Completed At
- Tags
Action
Write
- Person IDsRequired
- Subtotal
- Discount
- Tax
- TotalRequired
- BalanceRequired
- Paid
- Status
- Tags
Action
Write
- Person IDsRequired
- Invoice IDs
- AmountRequired
- Description
- Status
- Tags
Action
Write
- Campaign ID
- EmailRequired
- Phone Number
- First Name
- Last Name
- Company
- Position
Action
Write

New Contact
When a contact is created
Trigger
Instant
Try It
New Relationship
When a new Organization or Contact is created
Trigger
Instant
Try It
New Organization (Deprecated)
Triggers when a new organization is created.
Trigger
Scheduled
Try It
New Relationship Activity
Triggers when a new relationship activity is created.
Trigger
Scheduled
Try It
Organization Status Change
Triggers when a organization is status is changed.
Trigger
Scheduled
Try It
- Status
- Status In Days
Trigger
Scheduled
Try It
Task In-Progress
When a task is marked in-progress
Trigger
Instant
Try It
- NameRequired
- StatusRequired
Action
Write
- NameRequired
- TypesRequired
- Address 1
- Address 2
- City
- State
- Zip Code
- Country
- Email
- Phone Number
- Status
- Referral SourceRequired
- Latitude
- Longitude
- Sandbox
Action
Write
- Staff
- Task ActionRequired
- Due Date
- Notes
- Project
- Project Roles
- Send Notification
- Validate Staff
Action
Write
- Contact IDRequired
Action
Write
- Activity IDRequired
Action
Write
- Staff IDRequired
Action
Write
- Date IDRequired
Action
Write
- Project IdRequired
Action
Search
Person Created or Updated
Triggers when a new person is created or an existing person is updated.
Trigger
Instant
Try It
- Person IDRequired
- Employee IDs
- Name
- Amount
- Scheduled At
- Complete
- Completed At
- Tags
Action
Write
- EmailRequired
- First Name
- Last Name
- Phone Number
- Position
Action
Write
- EmailRequired
- First Name
- Last Name
- Phone Number
- Address
- City
- Country
- State
- Unit
- Zip Code
- Company
- Position
Action
Write
- Booking IDRequired
- Invoice ID
- Person IDRequired
- Employee IDs
- Name
- Amount
- Scheduled At
- Complete
- Completed At
- Tags
Action
Write
- EmailRequired
Action
Search

About Albi

Built for restorers, Albi is the all-in-one platform that streamlines your entire operation—automating tasks and delivering detailed reporting—so you can make smarter decisions, get paid faster and propel your business forward.

Related categories

Sales & CRM

About NiceJob

NiceJob is a platform that helps you get more customer reviews and build a great reputation online.

Learn more

Related categories

Marketing Automation

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Albi + NiceJob

Update or create persons in NiceJob when project statuses change in Albi

Contact Status Change

New Organization

New Contact (Deprecated)

New Project

New Task

Project Date Modified

Task Complete

Change Contact Status

Create Contact

Create Project Note

Create Relationship Activity

Retrieve Organization

Get Project Staff

Get Task

Retrieve Project

Get Project Status

Review Created or Updated

Create Case

Create Invoice

Create Payment

Enroll Contact

New Contact

New Relationship

New Organization (Deprecated)

New Relationship Activity

Organization Status Change

Project Status Changed

Task In-Progress

Change Organization Status

Create Organization

Create Task

Retrieve Contact

Get Activity

Get Staff

Retrieve Modified Project Date

Get Project Dates

Person Created or Updated

Create Booking

Create Employee

Create or Update Person

Create Visit

Find a Person

About Albi

Related categories

About NiceJob

Related categories

Similar apps

Zapier Interfaces