Description

The LiveSwitch Contact integration with JobNimbus allows LiveSwitch Contact (LSC) customers who use JobNimbus to add an activity note to a JobNimbus contact anytime a session is created in LiveSwitch.

Install the JobNimbus Integration

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Features & Functionality

Creating a Live Call or Request Recording in LiveSwitch Adds an Activity Note to the Contact Record in JobNimbus

When a new session is created in LiveSwitch, the app will search JobNimbus to see if there is a contact with the same mobile, home, or work phone as the phone number used to create the session. If there is, it will add an activity note to the contact record with a link to the session.

If there is not a contact in JobNimbus with the same phone number, it will create a new contact and then add the activity note.

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Installation

Step 1: Create an API Key in your JobNimbus account.

To connect LiveSwitch with JobNimbus, an admin of your JobNimbus account will need to create an API Key to enter in the input field in Step 5 below.

First, go to your JobNimbus dashboard and select the user initial icon in the upper right header navigation. Select "Settings" from the dropdown menu.

On the following page, select "Integrations" to expand the submenu and select "API" from the submenu.

On the API page, select the "New API Key" button.

Type "LiveSwitch" in the description input field and change the access profile type to "Admin", then click save.

Finally, on the resulting screen, copy the API Key and save it somewhere you can easily access in Step 5 below.

Step 2: Log in to your LiveSwitch Contact account.

If you are not already logged in, go to https://app.contact.liveswitch.com and log in to your Contact account.

Step 3: Go to https://app.contact.liveswitch.com/apps to access the Contact app marketplace.

You can access the app marketplace by going directly to that account or selecting the "App" menu item in the left menu bar.

Access via URL:

Access via 'Apps' menu item:

Step 4: Select 'Connect' on the JobNimbus App

Step 5: Authorize LiveSwitch to access JobNimbus

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Note: This step may not always be required. If you are not automatically prompted to this screen, please move on to the next step.

When you select the 'Connect' button, a new tab will automatically open that initiates the authentication process.

First, we will authenticate your LiveSwitch Contact account with the LiveSwitch API. When the screen below appears, select 'Accept' to continue.

Second, we will begin the authentication process with JobNimbus. This is where we will add the API Key we created in Step 1. The screen should look like the image below.

Once you have entered your API Key, hit "Submit" and we will automatically finish the authentication process.

If you run into any issues, please contact [email protected]