Connect Docamatic and Nimble
Integrate Docamatic with Nimble to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Convert URL or HTML to Image using Docamatic when New Contact in Nimble
Password Protect PDF in Docamatic when New Contact in Nimble
Convert URL or HTML to PDF using Docamatic when New Contact in Nimble
Write to an existing PDF in Docamatic when New Contact in Nimble
Generate a PDF from a predefined template in Docamatic when New Contact in Nimble
Popular Docamatic + Nimble flows
Start from a real workflow other teams are already running.
Choose a trigger
Docamatic
When this happens...
- Request a new Trigger for Docamatic
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
Convert URL or HTML to Image using Docamatic when New Contact in Nimble
Use this flowPassword Protect PDF in Docamatic when New Contact in Nimble
Use this flowConvert URL or HTML to PDF using Docamatic when New Contact in Nimble
Use this flowWrite to an existing PDF in Docamatic when New Contact in Nimble
Use this flowGenerate a PDF from a predefined template in Docamatic when New Contact in Nimble
Use this flowConvert URL or HTML to Image using Docamatic when New Task in Nimble
Use this flowPassword Protect PDF in Docamatic when New Task in Nimble
Use this flowConvert URL or HTML to PDF using Docamatic when New Task in Nimble
Use this flowWrite to an existing PDF in Docamatic when New Task in Nimble
Use this flowGenerate a PDF from a predefined template in Docamatic when New Task in Nimble
Use this flowSupported Triggers & Actions
Everything you can automate between Docamatic and Nimble.
When this happensTriggers
A trigger is an event that starts a workflow.
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 Docamatic integrations.
Convert URL or HTML to Image
This endpoint allows you to generate a PDF document from a URL or HTML.
Password Protect PDF
allows you to password protect an existing pdf document.
Convert URL or HTML to PDF
generate a PDF document from a URL or HTML
Write to an existing PDF
Add text, images, barcodes and QR codes to an existing pdf document.
Generate a PDF from a predefined template
This endpoint allows you to create a PDF or image from one of our predefined templates.
Create Task
Create a new task.
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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AI will build it for you
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 Docamatic
Docamatic is a powerful platform designed to streamline document generation and automation. It allows users to create, manage, and distribute documents efficiently, reducing manual effort and increasing productivity.
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 Docamatic 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 Docamatic 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 Docamatic triggers actions in Nimble, and a separate workflow where Nimble triggers actions in Docamatic. 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 Docamatic and Nimble. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Docamatic 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.
