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Create integrations between Nimble and MyDocSafe
Create a Folder in Mydocsafe when New Contact in Nimble
Create a Portal in Mydocsafe when New Contact in Nimble
Create a Portal Group in Mydocsafe when New Contact in Nimble
Create a Folder in Mydocsafe when New Task in Nimble
Create a Portal in Mydocsafe when New Task in Nimble
Create a Portal Group in Mydocsafe when New Task in Nimble
Create Task in Nimble when Document is Signed in Mydocsafe
Create Task in Nimble when Form is submitted in Mydocsafe
Create Task in Nimble when Esign is Rejected in Mydocsafe
Create Task in Nimble when Sign Request Sent via MyDocSafe
Actions and Triggers
When this happensTriggers
New Contact
Triggers when a new contact is added to Nimble.
New Task
Triggers when a new task is added to Nimble.
Document is Signed
Triggers when a document is signed by all required parties.
Form is submitted
Triggers when a form is submitted
Esign is Rejected
Triggers when a esign is rejected
Sign Request Sent
Triggers when a document sign request is sent.
Do thisActions
Create Task
Create a new task.
Create a Folder
Create Folder in a specific parent folder
Create a Portal
Create a Portal in a Portal Group
Create a Portal Group
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Frequently Asked Questions
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 MyDocSafe
MyDocSafe is a secure document management and e-signature platform designed to streamline workflows, enhance compliance, and improve client engagement. It offers features such as secure document storage, electronic signatures, client portals, and automated workflows.
Learn More
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