Connect Nimble and Planable
Integrate Nimble with Planable to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Task in Nimble when When a new post is created in Planable
List Users from Nimble when When a new post is created in Planable
List Contact in Nimble when When a new post is created in Planable
List contacts proceeding providers in Nimble when When a new post is created in Planable
List all available metadata for company fields in Nimble when When a new post is created in Planable
Popular Nimble + Planable flows
Start from a real workflow other teams are already running.
Choose a trigger
Nimble
When this happens...
New Contact
New Task
Choose an action
Planable
Automatically do this!
Create Post
Add Comment to Post
Update Post
Create Campaign
Update Campaign
View Campaign Details
List Campaigns
Find Post By ID
List Posts
Get Post Comments
Create a Story
List Workspaces
List Pages
List Labels
Find Media
Create Task in Nimble when When a new post is created in Planable
Use this flowList Users from Nimble when When a new post is created in Planable
Use this flowList Contact in Nimble when When a new post is created in Planable
Use this flowList contacts proceeding providers in Nimble when When a new post is created in Planable
Use this flowList all available metadata for company fields in Nimble when When a new post is created in Planable
Use this flowList contacts pipelines in Nimble when When a new post is created in Planable
Use this flowList column catalogue in Nimble when When a new post is created in Planable
Use this flowList deal standard and pipelines fields in Nimble when When a new post is created in Planable
Use this flowCreate Task in Nimble when When a post becomes fully approved in the workspace in Planable
Use this flowList Users from Nimble when When a post becomes fully approved in the workspace in Planable
Use this flowSupported Triggers & Actions
Everything you can automate between Nimble and Planable.
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.
When a new post is created
Runs the workflow automatically when a new post is created in the workspace.
When a post becomes fully approved in the workspace
Runs the workflow automatically whenever a post becomes fully approved in the workspace.
When a post is published
Runs the workflow automatically whenever a post is published in your Planable account.
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
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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 more
About Planable
Planable is a collaboration‑first social media management platform for teams and agencies to create, plan, collaborate, approve, schedule, engage, and analyze content in one place. It offers native‑like post previews, a unified calendar, grid and feed views, in‑context comments, suggestions and annotations, customizable multi‑step approvals (including kanban approvals), bulk actions across brands and locations, client‑friendly share links, and reporting—supporting Facebook, Instagram, LinkedIn, TikTok, YouTube, Pinterest, Threads, X (Twitter), and Google Business Profile.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Nimble and Planable accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Nimble and Planable as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Planable. No coding required.
Yes. You can set up a workflow where Nimble triggers actions in Planable, and a separate workflow where Planable triggers actions in Nimble. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Nimble and Planable. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Nimble and Planable integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
