
When this happens...
New Contact
New Task

Automatically do this!
Find Contact
List Bookings
List Booking Calendars
List Booking Pages
List Event Types
List Master Pages
List Users
List Teams
List Contacts
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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 a new booking is scheduled.
Triggers when a booking is rescheduled.
Triggers when the status of a booking is manually changed to “No-show”.
Triggers when an existing booking is cancelled.
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

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Nimble and OnceHub accounts to viaSocket. Once connected, you can set up a workflow where an event in Nimble triggers actions in OnceHub (or vice versa).
Absolutely. You can customize how Nimble data is recorded in OnceHub. This includes choosing which data fields go into which fields of OnceHub, setting up custom formats, and filtering out unwanted information.
The data sync between Nimble and OnceHub 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 OnceHub. 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 MoreCapture, qualify, and engage with inbound leads using ScheduleOnce, ChatOnce, FormOnce and SubmitOnce.
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