Nimble

Nimble
Prev	CRM and Sales tools	Next

The Nimble modules allow you to watch, create, update, and delete the contacts, and tasks in your Nimble account.

Getting Started with Nimble

Prerequisites

A Nimble account

In order to use Nimble with {{Make}}, it is necessary to have a Nimble account. If you do not have one, you can create a Nimble account at nimble.com/.

	Note
	The module dialog fields that are displayed in bold (in the {{Make}} scenario, not in this documentation article) are mandatory!

Connecting Nimble to {{Make}}

1. Go to {{Make}} and open the Nimble module's Create a connection dialog and click Continue.

2. Confirm the access by clicking Authorize.

The connection has been established.

Triggers

Watch Contacts

Triggers when a new contact is created.

Connection	Establish a connection to your Nimble account.
Limit	Set the number of contacts {{Make}} should return during one scenario execution cycle.

Actions

Create a Task

Creates a task.

Connection	Establish a connection to your Nimble account.
Subject	Enter a short description of the task.
Notes	Enter any additional information about the task.
Deadline	Enter the date by when the assignee must complete the task.
Related To	Add the users related to the task.

Create a Contact

Creates contact.

Connection	Establish a connection to your Nimble account.
Company Name	Enter the company name whose contact you are creating.
Tags	Add the tags to filter the contacts when searching.
Title	Enter the name of the contact.
Phone	Enter the phone number of the contact.
Email	Enter the email address of the contact.
Address	Enter the address of the contact.
URL	Enter the website of the company or the contact.
Skype ID	Enter the Skype ID details of the contact.
Facebook	Enter the Facebook URL address of the contact.
LinkedIn	Enter the LinkedIn URL address of the contact.
Birthday	Enter the birthdate of the contact.

Update a Contact

Updates contact.

Connection	Establish a connection to your Nimble account.
Company Name	Enter the company name whose contact you are creating.
Tags	Add the tags to filter the contacts when searching.
Title	Enter the name of the contact.
Phone	Enter the phone number of the contact.
Email	Enter the email address of the contact.
Address	Enter the address of the contact.
URL	Enter the website of the company or the contact.
Skype ID	Enter the Skype ID details of the contact.
Facebook	Enter the Facebook URL address of the contact.
LinkedIn	Enter the LinkedIn URL address of the contact.
Birthday	Enter the birthdate of the contact.

Delete a Contact

Deletes a contact.

Connection	Establish a connection to your Nimble account.
Contacts to Delete	Add the contacts you want to delete.

Make an API Call

Performs an arbitrary authorized API call.

Connection

Establish a connection to your Nimble account.

URL

Enter a path relative to https://api.nimble.com/api/v1. For example: /contacts/ids

	Note
	For the list of available endpoints, refer to the Nimble API Documentation.

Method

Select the HTTP method you want to use:

GET to retrieve information for an entry.

POST to create a new entry.

PUT to update/replace an existing entry.

PATCH to make a partial entry update.

DELETE to delete an entry.

Headers

Enter the desired request headers. You don't have to add authorization headers; we already did that for you.

Query String

Enter the request query string.

Body

Enter the body content for your API call.

Example of Use - List Tasks

The following API call returns all the tasks from your Nimble account:

URL: /tasks

Method: GET

Matches of the search can be found in the module's Output under Bundle > Body > data. In our example, 4 tasks were returned:

Searches

List Contacts

Returns a list of contacts.

Connection	Establish a connection to your Nimble account.
Record Type	Select the record type whose contacts you want to list: Person Company
Tags	Select whether you want to list the contacts: Yes No Not defined
Limit	Set the number of contacts {{Make}} should return during one scenario execution cycle.

Prev	Up	Next
NeverBounce	Home	noCRM.io