IntegrationsNimbleMicrosoft Sharepoint
Nimble + Microsoft Sharepoint

Connect Nimble and Microsoft Sharepoint to Build Intelligent Automations

Choose a Trigger

Nimble

When this happens...

Choose an Action

Microsoft Sharepoint

Automatically do this!

Ready to use Nimble and Microsoft Sharepoint automations

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 List Created

New List Created

Triggers when new list is created.

New List Item Created

New List Item Created

Triggers when new item in the list is created.

Updated List Item

Updated List Item

Trigger when existing item in the list is updated.

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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Step by step guides to integrate Nimble and Microsoft Sharepoint

Frequently Asked Questions

How do I start an integration between Nimble and Microsoft Sharepoint?

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

Can we customize how data from Nimble is recorded in Microsoft Sharepoint?

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

How often does the data sync between Nimble and Microsoft Sharepoint?

The data sync between Nimble and Microsoft Sharepoint 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 Microsoft Sharepoint?

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 Microsoft Sharepoint?

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

About Microsoft Sharepoint

Microsoft SharePoint is a service that helps organizations share content to quickly find information and seamlessly collaborate.

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