Connect Nimble and BoldSign
Integrate Nimble with BoldSign to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Task in Nimble when Draft Created in BoldSign
List Users from Nimble when Draft Created in BoldSign
List Contact in Nimble when Draft Created in BoldSign
List contacts proceeding providers in Nimble when Draft Created in BoldSign
List all available metadata for company fields in Nimble when Draft Created in BoldSign
Popular Nimble + BoldSign flows
Start from a real workflow other teams are already running.
Choose a trigger
Nimble
When this happens...
New Contact
New Task
Choose an action
BoldSign
Automatically do this!
Create Contact
List Contacts
Delete Document
Create Task in Nimble when Draft Created in BoldSign
Use this flowList Users from Nimble when Draft Created in BoldSign
Use this flowList Contact in Nimble when Draft Created in BoldSign
Use this flowList contacts proceeding providers in Nimble when Draft Created in BoldSign
Use this flowList all available metadata for company fields in Nimble when Draft Created in BoldSign
Use this flowCreate Task in Nimble when Document Send in Boldsign
Use this flowList Users from Nimble when Document Send in Boldsign
Use this flowList Contact in Nimble when Document Send in Boldsign
Use this flowList contacts proceeding providers in Nimble when Document Send in Boldsign
Use this flowCreate Task in Nimble when Teamplate Create in BoldSign
Use this flowSupported Triggers & Actions
Everything you can automate between Nimble and BoldSign.
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Triggers when a new contact is added to Nimble.
New Task
Triggers when a new task is added to Nimble.
Draft Created
Sends a notification to viaSocket whenever a new draft is created in BoldSign.
Document Send
Send a document through BoldSign to request signatures and notify viaSocket when the document is sent.
Teamplate Create
Create a new template in BoldSign for document signing; prepares the document and can trigger the TemplateCreated webhook.
Template send
Send a BoldSign template and trigger the 'Sent' webhook to notify viaSocket.
Do thisActions
Action is the task that follows automatically within your Nimble integrations.
Create Task
Create a new task.
List Users
Get all Users
List Contact
Returns list of contacts
List contacts proceeding providers
Returns a list of user-available, contact proceeding types.
List all available metadata for company fields
Return all available metadata for company's fields
List contacts pipelines
Returns a list pipelines available to view for the requesting user
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Nimble
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 more
About BoldSign
BoldSign is a comprehensive electronic signature solution designed to streamline the signing process for businesses and individuals. It offers a secure and efficient way to manage and execute documents online.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Nimble and BoldSign accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Nimble and BoldSign as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach BoldSign. No coding required.
Yes. You can set up a workflow where Nimble triggers actions in BoldSign, and a separate workflow where BoldSign triggers actions in Nimble. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Nimble and BoldSign. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Nimble and BoldSign integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
