Nimble
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 Boost.space Integrator, it is necessary to have a Nimble account. If you do not have one, you can create a Nimble account at nimble.com/.
The module dialog fields that are displayed in bold (in the Boost.space Integrator scenario, not in this documentation article) are mandatory!
Connecting Nimble to Boost.space Integrator
1. Go to Boost.space Integrator 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 Boost.space Integrator 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.
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.
Enter the Facebook URL address of the contact.
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.
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.
Enter the Facebook URL address of the contact.
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
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 Boost.space Integrator should return during one scenario execution cycle.
Legacy article, imported from the original Boost.space knowledge base (/knowledge-base/applications/crm-and-sales-tools/nimble/).
