Connect Nimble and Docamatic
Integrate Nimble with Docamatic to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Convert URL or HTML to Image using Docamatic when New Contact in Nimble
Password Protect PDF in Docamatic when New Contact in Nimble
Convert URL or HTML to PDF using Docamatic when New Contact in Nimble
Write to an existing PDF in Docamatic when New Contact in Nimble
Generate a PDF from a predefined template in Docamatic when New Contact in Nimble
Popular Nimble + Docamatic 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
Docamatic
Automatically do this!
Convert URL or HTML to Image
Password Protect PDF
Convert URL or HTML to PDF
Write to an existing PDF
Generate a PDF from a predefined template
Convert URL or HTML to Image using Docamatic when New Contact in Nimble
Use this flowPassword Protect PDF in Docamatic when New Contact in Nimble
Use this flowConvert URL or HTML to PDF using Docamatic when New Contact in Nimble
Use this flowWrite to an existing PDF in Docamatic when New Contact in Nimble
Use this flowGenerate a PDF from a predefined template in Docamatic when New Contact in Nimble
Use this flowConvert URL or HTML to Image using Docamatic when New Task in Nimble
Use this flowPassword Protect PDF in Docamatic when New Task in Nimble
Use this flowConvert URL or HTML to PDF using Docamatic when New Task in Nimble
Use this flowWrite to an existing PDF in Docamatic when New Task in Nimble
Use this flowGenerate a PDF from a predefined template in Docamatic when New Task in Nimble
Use this flowSupported Triggers & Actions
Everything you can automate between Nimble and Docamatic.
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.
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 Docamatic
Docamatic is a powerful platform designed to streamline document generation and automation. It allows users to create, manage, and distribute documents efficiently, reducing manual effort and increasing productivity.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Nimble and Docamatic 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 Docamatic 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 Docamatic. No coding required.
Yes. You can set up a workflow where Nimble triggers actions in Docamatic, and a separate workflow where Docamatic 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 Docamatic. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Nimble and Docamatic integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
