Connect Nimble and Moskit to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact
New Task
Choose an Action
Automatically do this!
Add Deal Note
Add Project Note
Archive Project
Change Activity Responsible
Create Product
Create Contact
Create Activity
Search User
Search Activity
Add Company Note
Add Contact Note
Change Project Step
Unarchive Project
Lost Deal
Won Deal
Change Deal Responsible
Change Project Responsible
Search Project
Search Deal
Search Product
Search Contact
Search Company
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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
Triggers when a contact is created in Moskit.
New Project
Triggers when a new project is created.
New Company
Triggers when a new company is created.
New Activity
Triggers when a new Activity is 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
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Frequently Asked Questions
To start, connect both your Nimble and Moskit accounts to viaSocket. Once connected, you can set up a workflow where an event in Nimble triggers actions in Moskit (or vice versa).
Absolutely. You can customize how Nimble data is recorded in Moskit. This includes choosing which data fields go into which fields of Moskit, setting up custom formats, and filtering out unwanted information.
The data sync between Nimble and Moskit 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 Moskit. 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 Moskit
Moskit is a powerful CRM platform designed to streamline and enhance customer relationship management processes. It offers a suite of tools to help businesses manage their sales pipeline, track customer interactions, and improve overall sales efficiency. With Moskit, teams can collaborate effectively, automate routine tasks, and gain valuable insights into customer behavior, ultimately driving better sales outcomes.
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