Connect Nimble and Paperform to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact
New Task
Choose an Action
Automatically do this!
Update Form by ID
Form Details by ID
Find Partial-Submissions
Delete Partial submission by ID
Updates Sold Amount for Product
Find Product By SKU
Updates product by SKU
Update Product Quantity
Delete Product
Creates Coupon
Update Coupon
Delete Coupon
Creates Spaces
Updates Space
Copy Document
Cancel Document
Ready to use Nimble and Paperform automations
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.
Document Completed
Triggers when a new Document Completed for a form.
Document Sent
Triggered when a document is sent out for signing.
Document Cancelled
Triggered when a document is cancelled, meaning the signing process was terminated before completion.
Document Rejected
Triggered when a document is rejected by the signer.
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
Know More About Nimble and Paperform Integrations
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Frequently Asked Questions
To start, connect both your Nimble and Paperform accounts to viaSocket. Once connected, you can set up a workflow where an event in Nimble triggers actions in Paperform (or vice versa).
Absolutely. You can customize how Nimble data is recorded in Paperform. This includes choosing which data fields go into which fields of Paperform, setting up custom formats, and filtering out unwanted information.
The data sync between Nimble and Paperform 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 Paperform. 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 Paperform
Paperform is a powerful online tool that lets you easily create beautiful forms to do almost anything. Use it to collect information, sell products, take payments, or schedule appointments—all without needing to code.
Learn More
