Connect Plane.so and Nimble
Integrate Plane.so with Nimble to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Task in Nimble when New Issue Created in Planeso
List Users from Nimble when New Issue Created in Planeso
List Contact in Nimble when New Issue Created in Planeso
List contacts proceeding providers in Nimble when New Issue Created in Planeso
List all available metadata for company fields in Nimble when New Issue Created in Planeso
Popular Plane.so + Nimble flows
Start from a real workflow other teams are already running.
Choose a trigger
Plane.so
When this happens...
New Issue Created
Issue Updated
Choose an action
Nimble
Automatically do this!
Create Task
List Users
List Contact
List contacts proceeding providers
List all available metadata for company fields
List contacts pipelines
List column catalogue
List deal standard and pipelines fields
Create Task in Nimble when New Issue Created in Planeso
Use this flowList Users from Nimble when New Issue Created in Planeso
Use this flowList Contact in Nimble when New Issue Created in Planeso
Use this flowList contacts proceeding providers in Nimble when New Issue Created in Planeso
Use this flowList all available metadata for company fields in Nimble when New Issue Created in Planeso
Use this flowList contacts pipelines in Nimble when New Issue Created in Planeso
Use this flowList column catalogue in Nimble when New Issue Created in Planeso
Use this flowList deal standard and pipelines fields in Nimble when New Issue Created in Planeso
Use this flowCreate Task in Nimble when Issue Updated in Plane.so
Use this flowList Users from Nimble when Issue Updated in Plane.so
Use this flowSupported Triggers & Actions
Everything you can automate between Plane.so and Nimble.
When this happensTriggers
A trigger is an event that starts a workflow.
New Issue Created
This trigger returns details of any issues that have been created in the specified project within the last 15 minutes.
Issue Updated
Triggers when a issue is modify.
New Contact
Triggers when a new contact is added to Nimble.
New Task
Triggers when a new task is added to Nimble.
Do thisActions
Action is the task that follows automatically within your Plane.so integrations.
Add a Project
Add project in a workspace.
Fetch all projects
Fetches a list of all projects within a specified workspace.
Get Project Details
Get project details in a workspace.
Update project details
Update a project in a workspace.
Create an Issue
Adds a new issue to a specified project.
Retrieve Project Issues
Retrieves a list of all issues within a specific project.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Plane.so
Plane.so is a platform designed to streamline project management and collaboration. It offers tools for task tracking, team communication, and project planning, making it easier for teams to stay organized and productive.
Learn moreSimilar apps
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 more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Plane.so and Nimble accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Plane.so and Nimble as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Nimble. No coding required.
Yes. You can set up a workflow where Plane.so triggers actions in Nimble, and a separate workflow where Nimble triggers actions in Plane.so. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Plane.so and Nimble. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Plane.so and Nimble integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
