Connect Nibo and CRM.io to Build Intelligent Automations
Enable Integrations or automations with these events of Nibo and CRM.io
Enable Integrations or automations with these events of Nibo and CRM.io
Actions
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.
View Account Statement
Shows the account statement for a selected account and date range.
List All lists
Retrieves the detail of all lists
Search List by Name
Retrieves the detail of lists by name
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Automate Social Media Post Creation and Scheduling Across Multiple Platforms
- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
- YoutubeYoutube Video ScriptYoutube Description VideoCreate an Avatar VideoDelayRetrieve Shareable Link for a Video1Upload VideoAdd Step
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Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your Nibo and CRM.io accounts to viaSocket. Once connected, you can set up a workflow where an event in Nibo triggers actions in CRM.io (or vice versa).
Absolutely. You can customize how Nibo data is recorded in CRM.io. This includes choosing which data fields go into which fields of CRM.io, setting up custom formats, and filtering out unwanted information.
The data sync between Nibo and CRM.io 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 CRM.io. 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 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.
Learn MoreAbout CRM.io
CRM.io is a comprehensive Customer Relationship Management platform designed to streamline and enhance the way businesses interact with their customers. It offers a suite of tools to manage customer data, track interactions, and automate sales processes, ensuring that businesses can maintain strong relationships with their clients and improve customer satisfaction.
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