Connect Nibo and Freshsales Classic to Build Intelligent Automations
Ready to use Nibo and Freshsales Classic automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Triggers when a new contact is created.
New Account
Triggers when a new account is created.
New Deal
Triggers when a new deal is created.
New Task
Triggers when a new task is created.
Do thisActions
Action is the task that follows automatically within your Nibo integrations.
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.
Search Account
Find an existing account by name or id.
Search Contact
Find an existing contact by email or id.
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Frequently Asked Questions
To start, connect both your Nibo and Freshsales Classic accounts to viaSocket. Once connected, you can set up a workflow where an event in Nibo triggers actions in Freshsales Classic (or vice versa).
Absolutely. You can customize how Nibo data is recorded in Freshsales Classic. This includes choosing which data fields go into which fields of Freshsales Classic, setting up custom formats, and filtering out unwanted information.
The data sync between Nibo and Freshsales Classic 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 Freshsales Classic. 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 Freshsales Classic
Freshsales Classic is an online, cloud-based CRM with integrated phone and email, user behavior tracking, lead scoring and more.
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