Connect Nimble and great aep to Build Intelligent Automations

Choose a Trigger

Nimble

When this happens...

Choose an Action

great aep

Automatically do this!

Enable Integrations or automations with these events of Nimble and great aep

Enable Integrations or automations with these events of Nimble and great aep

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 great aep?

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

Can we customize how data from Nimble is recorded in great aep?

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

How often does the data sync between Nimble and great aep?

The data sync between Nimble and great aep 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 great aep?

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 great aep?

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

About great aep

Great AEP is automated scheduling for insurance agents.

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