viasocket
Nimble

Nimble

MyDocSafe

MyDocSafe

Create integrations between Nimble and MyDocSafe

Actions and Triggers

When this happensTriggers

Nimble

New Contact

Triggers when a new contact is added to Nimble.

Nimble

New Task

Triggers when a new task is added to Nimble.

Nimble

Document is Signed

Triggers when a document is signed by all required parties.

Nimble

Form is submitted

Triggers when a form is submitted

Nimble

Esign is Rejected

Triggers when a esign is rejected

Nimble

Sign Request Sent

Triggers when a document sign request is sent.

Do thisActions

Nimble

Create Task

Create a new task.

Nimble

List Users

Get all Users

Nimble

List Contact

Returns list of contacts

Nimble

List contacts proceeding providers

Returns a list of user-available, contact proceeding types.

Nimble

List all available metadata for company fields

Return all available metadata for company's fields

Nimble

List contacts pipelines

Returns a list pipelines available to view for the requesting user

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Frequently asked questions

  • Is there a limit to the number of apps I can integrate through viaSocket?
  • No, viaSocket does not impose a limit on the number of apps you can integrate. You can connect as many apps as needed to create comprehensive workflows and streamline your business processes.
  • Can I automate complex multi-step workflows across thousands of apps with viaSocket?
  • Absolutely! viaSocket supports the creation of complex workflows with multiple steps, conditional logic, and branching pathways across thousands of integrated apps. Whether you need to automate approval processes, trigger actions based on specific criteria, or organize a series of events, viaSocket offers the flexibility and functionality to meet your automation needs, no matter how complex.
  • Can I monitor the performance of integrations and troubleshoot issues?
  • Yes, viaSocket provides monitoring tools and dashboards that allow users to track the performance of integrations in real-time. You can view metrics such as data transfer rates, error logs, and integration status to identify and troubleshoot any issues that may arise.
  • How does viaSocket ensure the security of data exchanged between integrated apps?
  • Security is a top priority for viaSocket. All data transferred between various apps through viasocket is encrypted using industry-standard protocols to ensure confidentiality and integrity. viaSocket also employs robust authentication mechanisms to prevent unauthorized access and protect sensitive information.
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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MyDocSafe

About 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