
When this happens...

Automatically do this!
Create Contact
Find Contact
Find Listing
Upload Image for Listing
Upload Document for Listing
Create Lead
Create Contact Note
Update Contact Note
Update Lead
Find Contact By Email
Find Lead
Create Notification
Create Listings Note
Update Listings Note
Create Listings
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a contact is created.
Triggers when a contact is updated.
Triggers when a lead is created.
Triggers when a lead is updated.
Triggers when a listings is created.
Triggers when a listings is updated.
Action is the task that follows automatically within your Nibo integrations.
Add a company bank account with name, bank, agency, account number, verification digit, and opening balance/date.
Create a new employee record with contact, address, bank, and company details.
Create a cost center using the provided description.
Shows the account statement for a selected account and date range.
Creates a new contact
Finds a specific contact reference by the ID

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Nibo and Apex27 accounts to viaSocket. Once connected, you can set up a workflow where an event in Nibo triggers actions in Apex27 (or vice versa).
Absolutely. You can customize how Nibo data is recorded in Apex27. This includes choosing which data fields go into which fields of Apex27, setting up custom formats, and filtering out unwanted information.
The data sync between Nibo and Apex27 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 Nibo and Apex27. 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.
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.
Learn MoreApex27 is a comprehensive real estate platform designed to streamline property management, sales, and lettings. It offers a suite of tools for estate agents to manage listings, client interactions, and transactions efficiently.
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