
When this happens...
New Contact
New Task

Automatically do this!
Create Task for a Deal
Create Task for an Organization
Create Task for a Person
Update a Deal
Get a Deal
Create Deal for an Organization or Person
Create or Update a Person
Get Deals for a Person
Get a Person
Delete a Person
Delete an Organization
List all People
List all Organizations
Create or Update an Organization
List all Users
List Product Categories
List Sectors
List Products
List Metrics
List Loss Reasons
List Lead Origins
List All Deal
Update Product
Create Product
Delete Product
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new contact is added to Nimble.
Triggers when a new task is added to Nimble.
Triggers when new activity created.
Check whether the deal status has been updated to **Won**.
Triggers when deal is updated.
Check if an organization has been updated.
Action is the task that follows automatically within your Nimble integrations.
Create a new task.
Get all Users
Returns list of contacts
Returns a list of user-available, contact proceeding types.
Return all available metadata for company's fields
Returns a list pipelines available to view for the requesting user

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To start, connect both your Nimble and Agendor accounts to viaSocket. Once connected, you can set up a workflow where an event in Nimble triggers actions in Agendor (or vice versa).
Absolutely. You can customize how Nimble data is recorded in Agendor. This includes choosing which data fields go into which fields of Agendor, setting up custom formats, and filtering out unwanted information.
The data sync between Nimble and Agendor 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 Nimble and Agendor. 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.
Nimble is a comprehensive CRM platform designed to help businesses manage their customer relationships, streamline communication, and enhance productivity. It integrates with various social media channels and email services to provide a unified view of customer interactions.
Learn MoreCustomer relationship management platform where user can manage organizations, people, task and deals.
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