Connect Nimble and outline to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact
New Task
Choose an Action
Automatically do this!
Create Document
Create an Attachment
Delete an Attachment
Update a Collection
Delete Collection
Update a Document
Delete Document
Create a Group
Update a group
Delete a Group
Create Collection
Create a Comment
Delete a Comment
Create a Star
Delete a Star
Update a stars order in the sidebar
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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 Document Published
Triggers when a new document is published.
Collection Created
Triggers when a new collection is created in outline account.
Document Created
Triggers when a new document is created in outline account.
Group Created
Triggers when a new group is created in outline.
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 outline accounts to viaSocket. Once connected, you can set up a workflow where an event in Nimble triggers actions in outline (or vice versa).
Absolutely. You can customize how Nimble data is recorded in outline. This includes choosing which data fields go into which fields of outline, setting up custom formats, and filtering out unwanted information.
The data sync between Nimble and outline 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 outline. 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 outline
Outline is a fast, open‑source team knowledge base and wiki for organizing internal documentation, product specs, support answers, meeting notes, and onboarding. It features a blazing‑fast Markdown editor with slash commands, real‑time collaboration with comments and threads, powerful search with optional AI answers, and 20+ integrations including Slack, Figma, and Loom. Teams can manage permissions, guest access, and public sharing, and customize branding with custom domains; it’s available both as a hosted cloud service and a self‑hosted deployment. Designed for speed, simplicity, and transparency, Outline serves as a shared long‑term memory for modern teams.
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