Connect Nimble and Holded to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact
New Task
Choose an Action
Automatically do this!
Create Contact
List Contacts
Update Contact
Create Product
List Products
List Sales Channels
Create Payment
List Payments
Get Taxes
Create Purchase Order
Get Purchase Order
Create Sales invoices
Get Sales orders
Get Sales invoices
Create Sales orders
Create Sales receipts
Get Sales receipts
List Contact Groups
List Remittances
List Purchase Documents
Get Projects
Create Events
Create Employee
List Documents
Ready to use Nimble and Holded automations
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 Contact
Trigger when a new contact created.
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
Know More About Nimble and Holded Integrations
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Frequently Asked Questions
To start, connect both your Nimble and Holded accounts to viaSocket. Once connected, you can set up a workflow where an event in Nimble triggers actions in Holded (or vice versa).
Absolutely. You can customize how Nimble data is recorded in Holded. This includes choosing which data fields go into which fields of Holded, setting up custom formats, and filtering out unwanted information.
The data sync between Nimble and Holded 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 Holded. 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 Holded
The cloud-based tool that has everything you need to manage your company — wherever you are, whenever you need.
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