Connect Docugami and Nimble to Build Intelligent Automations
Ready to use Docugami and Nimble automations
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Automate Instagram DM Replies, Reactions, and Team Alerts
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Create Project
Triggers when new projects are created within the selected time interval.
Create Docsets
Triggers when new docsets are created within the selected time interval.
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 Docugami integrations.
Create a docset
Create a docset in Docugami.
Create a project
Create a Project in Docugami.
Publish a project
Publish a project in Docugami.
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 Docugami and Nimble accounts to viaSocket. Once connected, you can set up a workflow where an event in Docugami triggers actions in Nimble (or vice versa).
Absolutely. You can customize how Docugami 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 Docugami 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 Docugami 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 Docugami
Enhance your document engineering processes with Docugami's specialized AI tools designed to transform how your business creates and understands documents.
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.
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