N
Nimble - Create PDF, Word, Excel Documents
Nimble connects with Documentero to turn new contact details into ready-to-use documents. Whenever a new contact is added in Nimble, you can automatically generate contracts, proposals, or onboarding forms in formats like .docx, .pdf, or .xlsx. The integration works through API, Make, or Zapier, giving you flexible options to fit your workflow. This helps teams quickly create professional documents without copying data by hand.
Nimble
Documentero
Triggers
Watch Contacts — Triggers when new contact is created.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Nimble using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Nimble using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate contracts from new Nimble contacts
Create PDF proposals when a lead is added in Nimble
Export new Nimble contacts into XLSX reports with Documentero
Generate onboarding forms from Nimble contact data
Create personalized welcome letters for new Nimble contacts
Automatically produce invoices from Nimble contact details
Generate partnership agreements when new business contacts are created in Nimble
Create customized service quotes from Nimble contact entries
Export Nimble contacts into branded DOCX templates
Generate HR forms for new employee contacts added in Nimble
How you can use Nimble + Documentero
New Client Agreement
When a new contact is created in Nimble, automatically generate a personalized client agreement in PDF using Documentero.
Welcome Packet
Send a welcome packet in DOCX format to every new contact added in Nimble through Documentero templates.
Sales Proposal
Create a pre-filled sales proposal in Word format whenever a sales lead is added to Nimble.
Contact Report
Generate an XLSX report of new contacts from Nimble for internal tracking and review.
Onboarding Checklist
Automatically prepare an onboarding checklist document for each new customer added in Nimble.
Setup Guides
Zapier Tutorial: Integrate Nimble with Documentero
- Create a new Zap in Zapier.
- Add Nimble to the zap and choose one of the triggers (Watch Contacts). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Zapier: Add Documentero as the next step and connect it using your API key.
- In your zap, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Nimble trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Nimble with Documentero
- Create a new scenario in Make.
- Add Nimble to the scenario and choose one of the triggers (Watch Contacts). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Make: Add Documentero as the next step and connect it using your API key.
- In your scenario, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Nimble trigger.
- Run or schedule your scenario and verify the output.
