Nimble CRM and Formstack Documents integrations and automations

Do everything in one place

Customize your Nimble CRM and Formstack Documents integration with the following triggers and actions.

Triggers

When this happens…

Nimble CRM
  • New contact
    New contact in Nimble CRM

    • Any other trigger you can think up

Actions

Do this…

Nimble CRM
  • Create contact
    Create contact in Nimble CRM

    • Any other action you can think up

Formstack Documents
  • Merge document
    Merge document in Formstack Documents
  • Merge route
    Merge route in Formstack Documents

    • Any other action you can think up

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