Connect Engage and Nibo to Build Intelligent Automations
Enable Integrations or automations with these events of Engage and Nibo
Enable Integrations or automations with these events of Engage and Nibo
Actions
Create New Customer
Create a new customer
Track User Event
Record an event on a user's profile in Engage.
List All Customers
List all customers and their details.
Create Bank Account
Add a company bank account with name, bank, agency, account number, verification digit, and opening balance/date.
Create Employee
Create a new employee record with contact, address, bank, and company details.
Create Cost Center
Create a cost center using the provided description.
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Frequently Asked Questions
To start, connect both your Engage and Nibo accounts to viaSocket. Once connected, you can set up a workflow where an event in Engage triggers actions in Nibo (or vice versa).
Absolutely. You can customize how Engage data is recorded in Nibo. This includes choosing which data fields go into which fields of Nibo, setting up custom formats, and filtering out unwanted information.
The data sync between Engage and Nibo 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 Engage and Nibo. 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 Engage
Engage is a powerful platform designed to enhance customer interactions and streamline communication processes. It offers tools for managing customer relationships, automating marketing efforts, and improving engagement strategies.
Learn MoreAbout Nibo
Nibo is a comprehensive platform designed to streamline financial management and accounting processes for businesses. It offers tools for bookkeeping, financial reporting, and tax management, making it easier for companies to maintain accurate financial records and ensure compliance.
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