Connect Nibo and Enrich CRM to Build Intelligent Automations

Choose a Trigger

Nibo

When this happens...

Choose an Action

Enrich CRM

Automatically do this!

Enable Integrations or automations with these events of Nibo and Enrich CRM

Enable Integrations or automations with these events of Nibo and Enrich CRM

Actions

Create Bank Account

Create Bank Account

Add a company bank account with name, bank, agency, account number, verification digit, and opening balance/date.

Create Employee

Create Employee

Create a new employee record with contact, address, bank, and company details.

Create Cost Center

Create Cost Center

Create a cost center using the provided description.

View Account Statement

View Account Statement

Shows the account statement for a selected account and date range.

Enrich Person & Company

Enrich Person & Company

Enrich a person or company from a domain, email, or LinkedIn URL and optionally return firmographics, technology, and financial details.

Request a new Action for Nibo

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between Nibo and Enrich CRM?

To start, connect both your Nibo and Enrich CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Nibo triggers actions in Enrich CRM (or vice versa).

Can we customize how data from Nibo is recorded in Enrich CRM?

Absolutely. You can customize how Nibo data is recorded in Enrich CRM. This includes choosing which data fields go into which fields of Enrich CRM, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Nibo and Enrich CRM?

The data sync between Nibo and Enrich CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Nibo to Enrich CRM?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Nibo and Enrich CRM?

Yes, you can set conditional logic to control the flow of data between Nibo and Enrich CRM. 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

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 More
Enrich CRM

About Enrich CRM

Enrich CRM is a comprehensive customer relationship management platform designed to streamline your sales and customer service processes. It offers robust tools for managing customer interactions, tracking sales leads, and enhancing customer satisfaction.

Learn More