Integrate PandaDoc with Nimble
Appy Pie Connect allows you to automate multiple workflows between PandaDoc and Nimble
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PandaDoc is an American software company providing SaaS software. The platform provides sales processes software
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.
Want to explore PandaDoc + Nimble quick connects for faster integration? Here’s our list of the best PandaDoc + Nimble quick connects.
Explore quick connectsIt's easy to connect PandaDoc + Nimble without coding knowledge. Start creating your own business flow.
- Triggers
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Document CompletedTriggers when a document is completed.
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Document PaidTriggers when a document is paid.
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Document SentTriggers when a document is sent.
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Document Status ChangedTriggers when a document status changes to draft, sent, viewed, completed, paid, etc.
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New ContactTriggers when you add a new contact.
- Actions
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Create DocumentCreates a document from a templates.
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Create ContactCreates a new contact.
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Create taskCreate a new task.
How PandaDoc & Nimble Integrations Work
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Step 1: Choose PandaDoc as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Nimble as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from PandaDoc to Nimble.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
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