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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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ConvertAPI
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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.
Nimble
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.
Nimble
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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.
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.
Set Up the Nimble and ConvertAPI Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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ConvertAPI
Trigger on Webhook
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Nimble
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Iterator
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Webhook response
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.
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.
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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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.
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How can I connect my Nimble account to ConvertAPI using Latenode?
To connect your Nimble account to ConvertAPI on Latenode, follow these steps:
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:
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: