Automate Nimble CRM workflows
Connect Nimble to your apps and AI with viaSocket to auto-qualify leads, sync contacts, trigger follow-ups, and keep your pipeline accurate — no code.
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Triggers and Actions in Nimble Automations
viaSocket makes it simple to connect Nimble and automate repetitive tasks.
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.
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
How to get started with Nimble automations
Automate when something happens in Nimble
Login -> Create new flow -> Select trigger -> Search Nimble -> Choose the trigger from the list
Take action in Nimble when something happens in an app or you want to add step in flow
Login -> Create new flow -> Select action -> Search Nimble -> Choose the action from the list
Trigger
Action
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Frequently Asked Questions
Lead capture, contact sync and enrichment, deal-stage actions, automated follow-up emails, task creation, simple support routing, and scheduled reporting — all without code.
Yes. viaSocket can run AI tasks like lead scoring, drafting personalized follow-ups, or summarizing contact histories and then update Nimble automatically so your team acts on those insights.
No. viaSocket is built for non-technical users: pick a trigger (new lead, stage change), choose actions (create contact, send email), and save the workflow.
viaSocket uses standard security practices for integrations and only accesses the Nimble data you authorize. Credentials and access are limited to each automation’s scope.
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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About viaSocket
viaSocket is an AI-powered, workflow automation platform that helps people and businesses connect apps and automate repetitive tasks. With thousands of integrations, anyone can build workflows to move data, cut manual work, and save time. Whether for simple tasks or large-scale processes, viaSocket makes automation easy and helps teams focus on what matters most.
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