Triggers when a new contact is added to Nimble.
Triggers when a new task is added to Nimble.
Triggered when a new invoice is created in Reckon One.
Triggered when a new payment is recorded in Reckon.
Triggered when a new receipt created in Reckon One.
Triggers when a new customer adjustment note is created.
Create a new task.
Get all Users
Returns list of contacts
Returns a list of user-available, contact proceeding types.
Return all available metadata for company's fields
Returns a list pipelines available to view for the requesting user
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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 MoreReckon One is a comprehensive accounting and bookkeeping software designed to streamline financial management for businesses of all sizes. It offers a range of features including invoicing, expense tracking, payroll management, and financial reporting to help businesses maintain accurate and up-to-date financial records.
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