How to connect Plumsail Documents + Nimble
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Triggers when you add a new contact.Try ItTriggerScheduled
Subject of the task.
Notes on the task.
The task due date.
Comma separated tags to attach to the contact.
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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