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How to connect Nimble and Docparser
Create a New Scenario to Connect Nimble and Docparser
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 Docparser will be your first step. To do this, click "Choose an app," find Nimble or Docparser, 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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Add the Docparser Node
Next, click the plus (+) icon on the Nimble node, select Docparser from the list of available apps, and choose the action you need from the list of nodes within Docparser.
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Authenticate Docparser
Now, click the Docparser node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Docparser settings. Authentication allows you to use Docparser through Latenode.
Configure the Nimble and Docparser 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 Docparser 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, Docparser, 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 Docparser integration works as expected. Depending on your setup, data should flow between Nimble and Docparser (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 Docparser
Docparser + Google Sheets: When a new document is parsed by Docparser, extract the data and add it as a new row in a Google Sheets spreadsheet for easy contact management.
Docparser + Nimble + Slack: When a new document is parsed, create a new contact in Nimble with the extracted information and then send a notification to a Slack channel informing the sales team about the new contact.
Nimble and Docparser 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.
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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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See how Latenode works
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FAQ Nimble and Docparser
How can I connect my Nimble account to Docparser using Latenode?
To connect your Nimble account to Docparser 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 Docparser accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Nimble contacts from parsed invoices?
Yes, you can! Latenode's visual editor simplifies connecting Docparser data to Nimble, automating contact updates. This eliminates manual data entry and ensures accurate CRM information.
What types of tasks can I perform by integrating Nimble with Docparser?
Integrating Nimble with Docparser allows you to perform various tasks, including:
- Automatically creating Nimble contacts from parsed customer invoices.
- Updating contact details in Nimble with information extracted from documents.
- Triggering Nimble activities based on specific data points in parsed reports.
- Parsing email attachments and adding data to corresponding Nimble deals.
- Extracting data from contracts and associating it with Nimble companies.
Can I use custom JavaScript code with Nimble in Latenode automations?
Yes! Latenode supports JavaScript blocks, enabling advanced data transformations and custom logic within your Nimble workflows.
Are there any limitations to the Nimble and Docparser integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Advanced Docparser features like table parsing may require custom configuration.
- Real-time updates depend on the polling interval set for each app connection.
- The number of operations is limited by your Nimble and Docparser plans.
