Nimble and ConvertAPI Integration

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Automatically generate professional documents from Nimble CRM data using ConvertAPI on Latenode. Combine no-code blocks with custom JavaScript logic for advanced document customization. Scale affordably and streamline your sales process, paying only for execution time.

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Nimble

ConvertAPI

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Nimble and ConvertAPI

Create a New Scenario to Connect Nimble and ConvertAPI

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 Nimble, triggered by another scenario, or executed manually (for testing purposes). In most cases, Nimble or ConvertAPI will be your first step. To do this, click "Choose an app," find Nimble or ConvertAPI, and select the appropriate trigger to start the scenario.

Add the Nimble Node

Select the Nimble node from the app selection panel on the right.

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Nimble

Configure the Nimble

Click on the Nimble node to configure it. You can modify the Nimble URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Nimble

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Connect Nimble

Sign In

Run node once

Add the ConvertAPI Node

Next, click the plus (+) icon on the Nimble node, select ConvertAPI from the list of available apps, and choose the action you need from the list of nodes within ConvertAPI.

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ConvertAPI

Authenticate ConvertAPI

Now, click the ConvertAPI node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your ConvertAPI settings. Authentication allows you to use ConvertAPI through Latenode.

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ConvertAPI

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Connect ConvertAPI

Sign In

Run node once

Configure the Nimble and ConvertAPI Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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ConvertAPI Oauth 2.0

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Select an action *

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The action ID

Run node once

Set Up the Nimble and ConvertAPI 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 Nimble, ConvertAPI, 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 Nimble and ConvertAPI integration works as expected. Depending on your setup, data should flow between Nimble and ConvertAPI (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.

Most powerful ways to connect Nimble and ConvertAPI

Nimble + ConvertAPI + Google Drive: When a contact is updated in Nimble, ConvertAPI converts a specified document using the contact's data. The resulting file is then archived in a designated Google Drive folder.

ConvertAPI + Nimble + Slack: When a document is converted via ConvertAPI, the flow finds the associated contact in Nimble. Then, it sends a Slack message to the sales team with information about the conversion and the relevant contact details.

Nimble and ConvertAPI integration alternatives

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.

About ConvertAPI

Automate file conversions within Latenode. ConvertAPI handles PDFs, images, documents, and more. Instead of manual uploads or custom code, build automated workflows to convert files as they arrive, then parse data or trigger follow-up actions. Scales easily, no coding needed.

Nimble + ConvertAPI integration

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FAQ Nimble and ConvertAPI

How can I connect my Nimble account to ConvertAPI using Latenode?

To connect your Nimble account to ConvertAPI on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Nimble and click on "Connect".
  • Authenticate your Nimble and ConvertAPI accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically update Nimble contacts with converted files?

Yes, you can! Latenode's visual editor lets you seamlessly update Nimble contacts using ConvertAPI. Easily automate file conversion and attach documents to contact records, improving data management.

What types of tasks can I perform by integrating Nimble with ConvertAPI?

Integrating Nimble with ConvertAPI allows you to perform various tasks, including:

  • Convert lead-capture form submissions into PDF documents and store them in Nimble.
  • Automatically convert marketing materials into accessible formats for Nimble contacts.
  • Generate custom reports from Nimble data and convert them to shareable PDFs.
  • Watermark confidential documents before associating them with Nimble records.
  • Convert email attachments from Nimble contacts into accessible formats for review.

Can I use JavaScript to customize file conversions from Nimble leads?

Yes! Latenode's JavaScript blocks provide advanced control. Transform data and customize ConvertAPI options dynamically within your Nimble automation flows.

Are there any limitations to the Nimble and ConvertAPI integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Complex file conversions may require significant processing time.
  • Rate limits on both Nimble and ConvertAPI can impact workflow execution speed.
  • Custom field mappings in Nimble require careful configuration.

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