Connect Nibo and Microsoft Word to Build Intelligent Automations

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Nibo

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Microsoft Word

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Document Created1

New Document Created1

Triggers when a new Microsoft Word document is created.

New Document Created

New Document Created

Triggers when new document is created.

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Do thisActions

Action is the task that follows automatically within your Nibo integrations.

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.

Create Document

Create Document

Creates a new Microsoft Word document from a template or blank.

Get all documents

Get all documents

Get an all existing document.

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Frequently Asked Questions

How do I start an integration between Nibo and Microsoft Word?

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

Can we customize how data from Nibo is recorded in Microsoft Word?

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

How often does the data sync between Nibo and Microsoft Word?

The data sync between Nibo and Microsoft Word 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 Microsoft Word?

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 Microsoft Word?

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

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Microsoft Word

About Microsoft Word

Microsoft Word is a powerful word processing application that allows users to create, edit, and format documents with ease. It offers a wide range of features including text formatting, spell check, and the ability to insert images and tables, making it an essential tool for both personal and professional document creation.

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