
When this happens...
New Contact
New Task

Automatically do this!
List All Clients
Get a client
Create Client
Create Expense
Create Expense Category
Create Project
List All Contact
Get a Contact
List All Expense Categories
Get a Expense Category
List all Projects
Get a Project
List All Teams
Get a Team
List Other Income
Explore more automations built by businesses and experts
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new contact is added to Nimble.
Triggers when a new task is added to Nimble.
Triggers when new client created.
Triggers when there is a new project.
Trigerrs when there is a new expense category.
Action is the task that follows automatically within your Nimble integrations.
Create a new task.
Get all Users
Returns list of contacts
Returns a list of user-available, contact proceeding types.
Return all available metadata for company's fields
Returns a list pipelines available to view for the requesting user

Unlock the potential of Nimble automation with viaSocket. Explore 5 innovative methods to simplify your workflow and boost efficiency today.

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.
To start, connect both your Nimble and Harpoon accounts to viaSocket. Once connected, you can set up a workflow where an event in Nimble triggers actions in Harpoon (or vice versa).
Absolutely. You can customize how Nimble data is recorded in Harpoon. This includes choosing which data fields go into which fields of Harpoon, setting up custom formats, and filtering out unwanted information.
The data sync between Nimble and Harpoon 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 Harpoon. 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 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 MoreHarpoon is a financial planning and time-tracking tool designed for freelancers and small businesses. It helps users set financial goals, track time, manage projects, and invoice clients efficiently. With Harpoon, users can gain insights into their financial health and make informed decisions to grow their business.
Learn More