Automation & workflows — found from sitemap — Nimble

Cited by

Facts read from this source

• Automation trigger action Report an error

  “Automation is based on triggers that cause an action to occur when moving a contact card from one stage to the next in Workflows. When you create a trigger, you'll be able to take specific actions such as creating an activity, sending a message, creating notes, sending mobile or browser notifications, or even assigning a tag.”

• Automation setup location Report an error

  “To get started, go to your Workflows tab, choose a workflow then select "Manage Automations".”

• Automation trigger filters Report an error

  “Trigger Filters - This allows you to choose what stage changes trigger an action. You can choose to trigger an action when moving from one stage to the next or from any stage.”

• Action send message Report an error

  “Send Message - Send a message to matched contacts”

• Action create activity Report an error

  “Create an Activity - Automatically create an activity based on fields in a trigger object”

• Action create note Report an error

  “Create a contact note - Add a note to matched contacts”

• Action assign tag Report an error

  “Assign Tag - Add a tag to matched contacts”

• Action browser notifications Report an error

  “Send Browser Notifications - Get notified with customized text when something has happened”

• Action mobile notifications Report an error

  “Send Mobile Notifications - Install our Mobile Apps and get notified with customized notifications when something has happened”

• Action add to sequence Report an error

  “Add contact to Sequence - Enroll workflow contacts into email sequences to facilitate crucial follow-ups”

• Automation history Report an error

  “When an automation occurs, Nimble will keep track of the results of completed automations under "History".”

• Activity types Report an error

  “For the action "Create an activity", you'll see activity types such as Task, Call, Event, and Custom Activity.”

• Trigger fields Report an error

  “Add Trigger Fields will allow you to populate the field with information about the workflow, contact, specific user, or other info.”

• Automation plans Report an error

  “Automation is available in Business, Trial, and Microsoft plans.”

• Automation included Report an error

  “It includes the ability to create 25 automations. If you'd like to purchase more, you can do so in increments of 25 for an additional $10/month.”

• Automation permissions Report an error

  “Users that can manage workflows can configure automation for workflows. The admin of the account can set these permissions within Settings >> Privacy Settings when choosing "Managing workflows".”

• Onboarding sessions Report an error

  “join one of our Nimble Onboarding and Best Practices sessions, held every weekday at 9 AM PT.”

• Automation roadmap Report an error

  “Automation for Workflows is just the beginning. We will be releasing automation in the future for many of our most loved features including Deals, Contacts, and Messaging.”

• Mobile apps platforms Report an error

  “To receive mobile notifications, be sure to install our Nimble app on your iPhone or Android device.”

1 fact read from this page is not shown because it could not be confirmed on the page as captured.

Scores citing this record

• The Data Protection Officer Pricing transparency
• The Data Protection Officer Automation & workflows
• The Migrator Automation & workflows
• The RevOps Integrator Automation & workflows
• The Sales Ops Lead Automation & workflows
• The Skeptic Pricing transparency
• The Skeptic Automation & workflows
• The Solo Seller Automation & workflows