Connect Nimble and Fathom to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact
New Task
Choose an Action
Automatically do this!
List Teams
Get summary of a Recording
Get summary of a transcript
List Team Members
Ready to use Nimble and Fathom automations
Explore more automations built by businesses and experts
Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
Actions and Triggers
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.
New Meeting Recording Ready
Triggers instantly when Fathom finishes processing a meeting recording.
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
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Frequently Asked Questions
To start, connect both your Nimble and Fathom accounts to viaSocket. Once connected, you can set up a workflow where an event in Nimble triggers actions in Fathom (or vice versa).
Absolutely. You can customize how Nimble data is recorded in Fathom. This includes choosing which data fields go into which fields of Fathom, setting up custom formats, and filtering out unwanted information.
The data sync between Nimble and Fathom 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 Fathom. 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 Fathom
Fathom is an AI-driven platform designed to enhance business analytics and decision-making processes. It provides insights and data visualization to help organizations make informed decisions.
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