Connect ArcSite and Nimble to Build Intelligent Automations

Choose a Trigger

ArcSite

When this happens...

Choose an Action

Nimble

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Project

New Project

runs when new project is created

New Contact

New Contact

Triggers when a new contact is added to Nimble.

New Task

New Task

Triggers when a new task is added to Nimble.

Request a new Trigger for ArcSite

Do thisActions

Action is the task that follows automatically within your ArcSite integrations.

Create Project

Create Project

Create a New Project and also optionally set other information, such as customer info, sales rep info.

Update Project

Update Project

Update a Project, such as name, information of customer, sales rep...

Project Add Collaborator

Project Add Collaborator

Add a collaborator to the specified project.

Create Task

Create Task

Create a new task.

List Users

List Users

Get all Users

List Contact

List Contact

Returns list of contacts

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Frequently Asked Questions

How do I start an integration between ArcSite and Nimble?

To start, connect both your ArcSite and Nimble accounts to viaSocket. Once connected, you can set up a workflow where an event in ArcSite triggers actions in Nimble (or vice versa).

Can we customize how data from ArcSite is recorded in Nimble?

Absolutely. You can customize how ArcSite data is recorded in Nimble. This includes choosing which data fields go into which fields of Nimble, setting up custom formats, and filtering out unwanted information.

How often does the data sync between ArcSite and Nimble?

The data sync between ArcSite and Nimble typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from ArcSite to Nimble?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between ArcSite and Nimble?

Yes, you can set conditional logic to control the flow of data between ArcSite and Nimble. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

ArcSite

About ArcSite

ArcSite is the all-in-one drawing & mobile sales platform for service professionals including mobile drawing, estimation, and takeoff tools.

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Nimble

About Nimble

Nimble is a comprehensive CRM platform designed to help businesses manage their customer relationships, streamline communication, and enhance productivity. It integrates with various social media channels and email services to provide a unified view of customer interactions.

Learn More