Connect Nimble and tactyc to Build Intelligent Automations

Choose a Trigger

Nimble

When this happens...

Choose an Action

tactyc

Automatically do this!

Enable Integrations or automations with these events of Nimble and tactyc

Enable Integrations or automations with these events of Nimble and tactyc

Triggers

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.

Request a new Trigger for Nimble

Actions

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 tactyc?

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

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

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

How often does the data sync between Nimble and tactyc?

The data sync between Nimble and tactyc 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 tactyc?

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 tactyc?

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

About tactyc

Tactyc is a software for venture funds, enabling portfolio construction, management, forecasting and reporting in one platform. Zero spreadsheets involved.

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