Nimble

Workflows enable teams to manage processes company-wide in graphical board and list views

What is Nimble's Templated Workflow Feature

How to Use Workflows in the Mobile App

Customize your workflows and templates to get the results you need

Customize Workflows and Templates

Automation for Workflow

Using Workflow's Boards and Lists

How to add contacts to your workflows

Convert a contact to a deal

Pull Reports for Workflows using Segmentation

Workflow's Bulk Actions

Using Workflows on Contact Records in Mobile

Attach Files to Workflow Cards

Nimble's Workflow Privacy Permissions

Ionia

Learn how to customize workflow templates and utilize them to build stronger connections

Nimble's Templated Workflow Feature

Track the progress of your leads as they advance from one stage to the next

Nimble's Lead Qualification Workflow

Workflow Templates

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Build your first workflow and watch it run end to end.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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