Connect ClearCRM and Nimble
Integrate ClearCRM with Nimble to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Task in Nimble when Get recent contracts from ClearCRM
List Users from Nimble when Get recent contracts from ClearCRM
List Contact in Nimble when Get recent contracts from ClearCRM
List contacts proceeding providers in Nimble when Get recent contracts from ClearCRM
List all available metadata for company fields in Nimble when Get recent contracts from ClearCRM
Popular ClearCRM + Nimble flows
Start from a real workflow other teams are already running.
Choose a trigger
ClearCRM
When this happens...
Get recent contracts
New Customer
New Estimate
New Invoice
Get recent leads
New Payment
New Project
New Proposal
New Ticket
Choose an action
Nimble
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
Create Task in Nimble when Get recent contracts from ClearCRM
Use this flowList Users from Nimble when Get recent contracts from ClearCRM
Use this flowList Contact in Nimble when Get recent contracts from ClearCRM
Use this flowList contacts proceeding providers in Nimble when Get recent contracts from ClearCRM
Use this flowList all available metadata for company fields in Nimble when Get recent contracts from ClearCRM
Use this flowList contacts pipelines in Nimble when Get recent contracts from ClearCRM
Use this flowList column catalogue in Nimble when Get recent contracts from ClearCRM
Use this flowList deal standard and pipelines fields in Nimble when Get recent contracts from ClearCRM
Use this flowCreate Task in Nimble when New Customer in Clearcrm
Use this flowList Users from Nimble when New Customer in Clearcrm
Use this flowSupported Triggers & Actions
Everything you can automate between ClearCRM and Nimble.
When this happensTriggers
A trigger is an event that starts a workflow.
Get recent contracts
Get contracts added in a recent time window and include each contract's timestamp converted to UTC.
New Customer
Fetch customers added to Clear CRM within the configured schedule window (minutes) and return their records with ISO-formatted creation timestamps.
New Estimate
Retrieve estimates created in Clear CRM within the configured time window and return them with standardized UTC timestamps.
New Invoice
Fetch invoices created within the configured schedule window and return them with ISO-formatted UTC creation timestamps.
Get recent leads
Get leads added in the configured time window and include each lead's added time in UTC.
New Payment
Retrieve payments recorded in Clear CRM within the configured schedule window and return each payment with its UTC timestamp.
Do thisActions
Action is the task that follows automatically within your ClearCRM integrations.
Create Task
Create a new task.
List Users
Get all Users
List Contact
Returns list of contacts
List contacts proceeding providers
Returns a list of user-available, contact proceeding types.
List all available metadata for company fields
Return all available metadata for company's fields
List contacts pipelines
Returns a list pipelines available to view for the requesting user
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About ClearCRM
Clear CRM is a comprehensive customer relationship management platform designed to streamline your sales, marketing, and customer support processes. Enhance your business efficiency with powerful tools for managing customer interactions, tracking sales leads, and automating marketing campaigns.
Learn moreSimilar apps
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
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ClearCRM and Nimble accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between ClearCRM and Nimble as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Nimble. No coding required.
Yes. You can set up a workflow where ClearCRM triggers actions in Nimble, and a separate workflow where Nimble triggers actions in ClearCRM. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between ClearCRM and Nimble. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ClearCRM and Nimble integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
