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How to connect Docparser and Nimble
Create a New Scenario to Connect Docparser and Nimble
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Docparser, triggered by another scenario, or executed manually (for testing purposes). In most cases, Docparser or Nimble will be your first step. To do this, click "Choose an app," find Docparser or Nimble, and select the appropriate trigger to start the scenario.
Add the Docparser Node
Select the Docparser node from the app selection panel on the right.
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Configure the Docparser
Click on the Docparser node to configure it. You can modify the Docparser URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Nimble Node
Next, click the plus (+) icon on the Docparser node, select Nimble from the list of available apps, and choose the action you need from the list of nodes within Nimble.
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Authenticate Nimble
Now, click the Nimble node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Nimble settings. Authentication allows you to use Nimble through Latenode.
Configure the Docparser and Nimble Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Docparser and Nimble Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Docparser, Nimble, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Docparser and Nimble integration works as expected. Depending on your setup, data should flow between Docparser and Nimble (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Docparser and Nimble
Docparser + Nimble + Google Sheets: When a document is parsed by Docparser, the extracted data is used to update or create a contact in Nimble. A log of this update, including the contact's name and the date of the update, is then added as a new row in a Google Sheet.
Nimble + Docparser + Slack: When a new contact is added to Nimble, relevant documents are fetched from a URL using information from the contact. The document is parsed, and a summary of the parsed document is sent to a specified Slack channel.
Docparser and Nimble integration alternatives
About Docparser
Extract data from PDFs, invoices, and forms automatically with Docparser in Latenode. Stop manual data entry. Build workflows that trigger actions based on parsed content. Use Latenode’s no-code tools to filter, transform, and route data to your database or apps, creating scalable document processing pipelines.
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About Nimble
Use Nimble within Latenode to enrich contact data and automate outreach. Update your CRM, personalize emails, and trigger follow-ups based on engagement—all visually. Latenode handles the workflow logic and scale, while Nimble provides targeted contact intelligence for smarter automation.
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See how Latenode works
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FAQ Docparser and Nimble
How can I connect my Docparser account to Nimble using Latenode?
To connect your Docparser account to Nimble on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Docparser and click on "Connect".
- Authenticate your Docparser and Nimble accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Nimble contacts with parsed document data?
Yes, you can! Latenode's visual editor simplifies creating workflows that update Nimble contacts with data extracted from Docparser documents. This saves time and ensures accurate CRM data.
What types of tasks can I perform by integrating Docparser with Nimble?
Integrating Docparser with Nimble allows you to perform various tasks, including:
- Automatically creating new Nimble contacts from parsed invoices.
- Updating contact information in Nimble with data from parsed forms.
- Adding notes to Nimble contacts based on parsed document content.
- Triggering follow-up actions in Nimble after parsing specific documents.
- Enriching lead data in Nimble using data extracted by Docparser.
How does Latenode handle errors in Docparser data?
Latenode offers error handling to manage invalid Docparser data, enabling automated notifications and retry logic to ensure data accuracy within Nimble.
Are there any limitations to the Docparser and Nimble integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex document layouts in Docparser might require advanced parsing configurations.
- Nimble's API rate limits may affect the speed of high-volume data transfers.
- Custom field mappings in Nimble need to be configured correctly for accurate data transfer.
