Skip to content
Log inSign up

Connect Nimble and Proposify to unlock the power of automation

  • No credit card required
  • Free forever for core features
  • 14-day trial for premium features and apps
Choose a Trigger
Choose an Action
Google Logo Start with Google for free

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Nimble with Proposify - no code necessary. See how you can get setup in minutes.

100%
Help
Nimble logo
Nimble
Nimble logo
Nimble
1. Choose trigger event
Proposify logo
Proposify
Proposify logo
Proposify
2. Choose action
Nimble logo
1. Select the event
Setup
Test
Nimble logo
Nimble
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Contact" from Nimble.

Add your action

An action happens after the trigger—such as "Create Client" in Proposify.

You’re connected!

Zapier seamlessly connects Nimble and Proposify, automating your workflow.

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

G2 Badge - Best Est. ROI - Winter 2024
G2 Badge - Best Results - Winter 2024
G2 Badge - Most Implementable - Winter 2024
G2 Badge - Leader Mid-Market - Winter 2024

93%

Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Nimble to Proposify integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Learn about AI automation
Illustration of AI enhancing Zapier workflows with automation and app integrations.

Connect Nimble and Proposify to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

  • Nimble triggers, actions, and search
    New Contact

    Triggers when you add a new contact.

    Trigger
    Polling
    Try It
    • Subject
      Required
    • Notes
      Required
    • Due_date
      Required
    Action
    Write
  • Proposify triggers, actions, and search
    Client Created

    Triggers when a user creates a new client.

    Trigger
    Instant
    Try It
  • Proposify triggers, actions, and search
    Proposal Lost

    Triggers when a Proposal is declined by a client.

    Trigger
    Instant
    Try It
nimble logo
nimble logo
About Nimble
Social CRM Simplified. With Nimble’s social CRM, easily manage all your contacts, communications, activities and sales in one single place.
Learn moreLearn moreHelpHelp
Related categories
CRM (Customer Relationship Management)
Similar apps
Streak integrationsStreak integrations
Streak
CRM (Customer Relationship Management)
Zapier Interfaces integrationsZapier Interfaces integrations
Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
proposify logo
proposify logo
About Proposify
Do more! Proposify let's you connect with thousands of the most popular apps, so you can automate your work and have more time for what matters most—no code required.
Learn moreLearn moreHelpHelp
Related categories
Proposal & Invoice Management

Connect Nimble to Proposify on the world's largest no-code automation platform

Google Logo Sign up with Google