Connect CheckFlow and Nimble to Build Intelligent Automations
Choose a Trigger
When this happens...
Task Completed
File Uploaded
New Checklist
Choose an Action
Automatically do this!
Create Task
List Users
List Contact
List contacts proceeding providers
List all available metadata for company fields
List contacts pipelines
List column catalogue
List deal standard and pipelines fields
Ready to use CheckFlow and Nimble automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Task Completed
Triggers when a new task is created in Checkflow.
File Uploaded
Triggers when a new file is uploaded within a task.
New Checklist
Triggers when a new checklist is created.
New Contact
Triggers when a new contact is added to Nimble.
New Task
Triggers when a new task is added to Nimble.
Do thisActions
Action is the task that follows automatically within your CheckFlow integrations.
Create Checklist
Create a new checklist
Share Checklist
Create shareable checklist URL
Find Checklists
Get checklists; create if none
Create Task
Create a new task.
List Users
Get all Users
List Contact
Returns list of contacts
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Frequently Asked Questions
To start, connect both your CheckFlow and Nimble accounts to viaSocket. Once connected, you can set up a workflow where an event in CheckFlow triggers actions in Nimble (or vice versa).
Absolutely. You can customize how CheckFlow 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.
The data sync between CheckFlow and Nimble typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between CheckFlow 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.
About CheckFlow
Checkflow is a powerful tool designed to streamline and automate your workflow processes. It helps teams manage tasks, track progress, and ensure that all steps in a process are completed efficiently. With Checkflow, you can create custom workflows, assign tasks, and monitor the status of each project in real-time, making it an essential tool for enhancing productivity and collaboration.
Learn MoreAbout 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
