Plumsail Documents + Nimble Integrations
How to connect Plumsail Documents + Nimble
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Choose a Trigger
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Choose an Action
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Process NameRequired
Try It
New Contact
Triggers when you add a new contact.
Try ItSubjectRequired
Subject of the task.
Notes
Notes on the task.
Due Date
The task due date.
Process NameRequired
Tags
Comma separated tags to attach to the contact.
First Note
If present, we will automatically create and attach a note with this "content" to the new contact.
First Note Preview
If present, we will automatically create and attach a note with this "preview" to the new contact.
How Plumsail Documents + Nimble Integrations Work
- Step 1: Authenticate Plumsail Documents and Nimble.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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