Connect Nimble and Zoho Billing to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact
New Task
Choose an Action
Automatically do this!
Create invoice
Update invoice
Create Customer
Create subscription
Create an estimate
Update customer
Find Invoice
Find Customer
Create a product
Record Payment
Create a product
Create a subscription plan
Fetch Subscription
Add Charge
Cancel a subscription
Cancel invoice write-off
Create credit note
Send invoice by email
Fetch Customer
Void an invoice
Write off an invoice
Update subscription
Void an invoice
Ready to use Nimble and Zoho Billing automations
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Actions and Triggers
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.
New Sbscription
Triggers when a new subscription is created
New Customer
Triggers when customer is created
New Product
Triggers when new product is created
New Invoice
Triggers when new invoice is created
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
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Frequently Asked Questions
To start, connect both your Nimble and Zoho Billing accounts to viaSocket. Once connected, you can set up a workflow where an event in Nimble triggers actions in Zoho Billing (or vice versa).
Absolutely. You can customize how Nimble data is recorded in Zoho Billing. This includes choosing which data fields go into which fields of Zoho Billing, setting up custom formats, and filtering out unwanted information.
The data sync between Nimble and Zoho Billing typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Nimble and Zoho Billing. 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.
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 MoreAbout Zoho Billing
Zoho Billing is a recurring billing and subscription management app that helps manage the entire life cycle of your customers - from billing and charging to managing their subscriptions.
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