
When this happens...
New Document

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
When this happensTriggers
A trigger is an event that starts a workflow.
Trigger when a new document is created.
Triggers when a new contact is added to Nimble.
Triggers when a new task is added to Nimble.
Action is the task that follows automatically within your Google Docs integrations.
create a new document with text.
Append text to an existing document.
Upload a document using a file URL.
Creates a new doc based on an existing one and can replace any placeholder variables found in your template doc, like {{name}}, {{email}}, etc.
Get content of document by its id.
Create a new task.

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To start, connect both your Google Docs and Nimble accounts to viaSocket. Once connected, you can set up a workflow where an event in Google Docs triggers actions in Nimble (or vice versa).
Absolutely. You can customize how Google Docs 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 Google Docs 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 Google Docs 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.
Google Docs is an online word processor that lets you create and format text documents. Collaboratively edit documents with other people in real time. We also support Google Sheets!
Learn MoreNimble 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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