Integrate Nimble with PandaDoc

Appy Pie Connect allows you to automate multiple workflows between Nimble and PandaDoc

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About Nimble

Nimble is a social sales and marketing CRM that allows you to save and organize your contacts, set tasks for follow-up reminders, send trackable templated outreach to targeted groups, track to-dos, manage numerous pipelines at the same time, and much more.

About PandaDoc

PandaDoc is an American software company providing SaaS software. The platform provides sales processes software

PandaDoc Integrations

Best Nimble and PandaDoc Integrations

  • Nimble Integration PandaDoc Integration

    Nimble + PandaDoc

    Create Document to PandaDoc from New Contact in Nimble Read More...
    Close
    When this happens...
    Nimble Integration New Contact
     
    Then do this...
    PandaDoc Integration Create Document
  • Nimble Integration Nimble Integration

    PandaDoc + Nimble

    Create task from Nimble from Document Status Changed to PandaDoc Read More...
    Close
    When this happens...
    Nimble Integration Document Status Changed
     
    Then do this...
    Nimble Integration Create task
  • Nimble Integration Nimble Integration

    PandaDoc + Nimble

    Create Contact from Nimble from Document Status Changed to PandaDoc Read More...
    Close
    When this happens...
    Nimble Integration Document Status Changed
     
    Then do this...
    Nimble Integration Create Contact
  • Nimble Integration Nimble Integration

    PandaDoc + Nimble

    Create task from Nimble from Document Completed to PandaDoc Read More...
    Close
    When this happens...
    Nimble Integration Document Completed
     
    Then do this...
    Nimble Integration Create task
  • Nimble Integration Nimble Integration

    PandaDoc + Nimble

    Create Contact from Nimble from Document Completed to PandaDoc Read More...
    Close
    When this happens...
    Nimble Integration Document Completed
     
    Then do this...
    Nimble Integration Create Contact
  • Nimble Integration {{item.actionAppName}} Integration

    Nimble + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Nimble + PandaDoc in easier way

It's easy to connect Nimble + PandaDoc without coding knowledge. Start creating your own business flow.

    Triggers
  • New Contact

    Triggers when you add a new contact.

  • Document Completed

    Triggers when a document is completed.

  • Document Paid

    Triggers when a document is paid.

  • Document Sent

    Triggers when a document is sent.

  • Document Status Changed

    Triggers when a document status changes to draft, sent, viewed, completed, paid, etc.

    Actions
  • Create Contact

    Creates a new contact.

  • Create task

    Create a new task.

  • Create Document

    Creates a document from a templates.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Nimble & PandaDoc Integrations Work

  1. Step 1: Choose Nimble as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick PandaDoc as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Nimble to PandaDoc.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.