Connect Nimble and chatra to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact
New Task
Choose an Action
Automatically do this!
- Request a new Action for chatra
Enable Integrations or automations with these events of Nimble and chatra
Enable Integrations or automations with these events of Nimble and chatra
Triggers
New Contact
Triggers when a new contact is added to Nimble.
New Task
Triggers when a new task is added to Nimble.
Actions
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
Know More About Nimble and Chatra Integrations
5 Ways to Automate Nimble with viaSocket
Discover five ways to automate Nimble CRM with viaSocket. Learn how to sync Mailchimp, Typeform, Slack, Evernote, and Google Sheets, automate workflows, and streamline relationship management.
How viaSocket Works | A Complete Guide
Discover viaSocket, an AI-powered workflow automation platform with 2,000+ integrations. Learn what it is, how it works, and how to set up no-code automated workflows.
5 Simple Automation Hacks to Make Your Team Free
Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Explore workflow automation: its definition, benefits, how it works, real-world examples, and how to automate with viaSocket.
Frequently Asked Questions
To start, connect both your Nimble and chatra accounts to viaSocket. Once connected, you can set up a workflow where an event in Nimble triggers actions in chatra (or vice versa).
Absolutely. You can customize how Nimble data is recorded in chatra. This includes choosing which data fields go into which fields of chatra, setting up custom formats, and filtering out unwanted information.
The data sync between Nimble and chatra 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 chatra. 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 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 MoreAbout chatra
Chatra is a live chat software that helps to increase revenue and collect feedback providing an easy way for website owners to talk to visitors in real time.
Learn More
