Connect Nimble and ReadMe to Build Intelligent Automations

Choose a Trigger

Nimble

When this happens...

Choose an Action

ReadMe

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Contact

New Contact

Triggers when a new contact is added to Nimble.

New Task

New Task

Triggers when a new task is added to Nimble.

New Branches

New Branches

Returns branches from ReadMe that were updated within the last 15 minutes.

Request a new Trigger for Nimble

Do thisActions

Action is the task that follows automatically within your Nimble integrations.

Create Task

Create Task

Create a new task.

List Users

List Users

Get all Users

List Contact

List Contact

Returns list of contacts

List contacts proceeding providers

List contacts proceeding providers

Returns a list of user-available, contact proceeding types.

List all available metadata for company fields

List all available metadata for company fields

Return all available metadata for company's fields

List contacts pipelines

List contacts pipelines

Returns a list pipelines available to view for the requesting user

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Frequently Asked Questions

How do I start an integration between Nimble and ReadMe?

To start, connect both your Nimble and ReadMe accounts to viaSocket. Once connected, you can set up a workflow where an event in Nimble triggers actions in ReadMe (or vice versa).

Can we customize how data from Nimble is recorded in ReadMe?

Absolutely. You can customize how Nimble data is recorded in ReadMe. This includes choosing which data fields go into which fields of ReadMe, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Nimble and ReadMe?

The data sync between Nimble and ReadMe typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Nimble to ReadMe?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Nimble and ReadMe?

Yes, you can set conditional logic to control the flow of data between Nimble and ReadMe. 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

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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ReadMe

About ReadMe

ReadMe is a comprehensive platform designed to help businesses create, manage, and share API documentation effortlessly. It offers tools for interactive documentation, user guides, and developer portals, enhancing the developer experience and streamlining communication.

Learn More