Connect Nimble and dottedsign to Build Intelligent Automations

Choose a Trigger

Nimble

When this happens...

Choose an Action

dottedsign

Automatically do this!

Enable Integrations or automations with these events of Nimble and dottedsign

Enable Integrations or automations with these events of Nimble and dottedsign

Triggers

New Contact

New Contact

Triggers when a new contact is added to Nimble.

New Task

New Task

Triggers when a new task is added to Nimble.

Request a new Trigger for Nimble

Actions

Create Task

Create Task

Create a new task.

List Users

List Users

Get all Users

List Contact

List Contact

Returns list of contacts

List contacts proceeding providers

List contacts proceeding providers

Returns a list of user-available, contact proceeding types.

List all available metadata for company fields

List all available metadata for company fields

Return all available metadata for company's fields

List contacts pipelines

List contacts pipelines

Returns a list pipelines available to view for the requesting user

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Frequently Asked Questions

How do I start an integration between Nimble and dottedsign?

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

Can we customize how data from Nimble is recorded in dottedsign?

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

How often does the data sync between Nimble and dottedsign?

The data sync between Nimble and dottedsign 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 Nimble to dottedsign?

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 Nimble and dottedsign?

Yes, you can set conditional logic to control the flow of data between Nimble and dottedsign. 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

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.

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dottedsign

About dottedsign

DottedSign is an E-Signature service that enables you to sign documents, assign signing tasks to multiple signers, and track signing status directly on your smartphone, tablet, and web browser.

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