Nimble integration overview

Overview

Nimble is a relationship-focused CRM for teams, offering customizable contact records, Kanban-style workflows, and integrations with Microsoft 365 and Google Workspace. Persona’s Nimble integration allows you to create, look up, update, and delete contacts directly from your Persona workflows, so your CRM stays in sync with identity verification outcomes without manual re-entry.

Benefits

Automate Contact Creation: Create a Nimble contact the moment a Persona verification completes, with verified name, tag, and profile data already attached.

Keep Records Current: Update an existing Nimble contact’s fields when new information becomes available from a later verification or case decision.

Search Before You Create: List contacts with keyword and field filtering to check for an existing record before creating a duplicate.

Clean Up Automatically: Delete a contact from a workflow when an account is closed or a record needs to be removed, with control over how related email list entries are handled.

Integration Features

Persona’s Nimble integration enables automation across contact management workflows. Key capabilities include:

• Create Contact: Create a new person or company contact with custom fields, tags, and an avatar.
• List Contacts: Return a paginated, filterable list of contacts.
• Update Contact: Update an existing contact by its ID, either extending or replacing field values.
• Delete Contact: Delete a contact by its ID, with options for handling blocking relations and email list cleanup.

Setting up the Nimble integration

Prerequisites

To set up the Nimble integration, ensure you have:

• A Nimble account
• A Nimble API token (Nimble Authorization)

Setting up the Nimble credentials

1. In the Persona Dashboard, navigate to Integrations > Marketplace and click on Nimble.
2. Click on Add Credential at the top of the page.
3. Enter a Nickname for Credential in the modal, along with your Nimble API token, and click Continue.
4. Once complete, the credential will appear in Persona and can be selected in workflows.

Using the Nimble integration in a workflow

1. Create a new workflow, or open an existing workflow you’d like to update.
2. Add a new action step > Integrations.
3. Select the Nimble integration and choose your Nimble credential.
4. Select the operation you want to run and map Persona data into the input fields.
5. Save and publish the workflow.

Nimble Operations Overview

Persona supports multiple Nimble API operations for managing contacts. These actions allow you to automate contact creation, lookups, updates, and deletion, ensuring your CRM data stays current based on Persona identity events.

See below for a comprehensive list of available Workflow Action steps and possible configurations for the Nimble integration:

Create Contact

Create a new contact. For persons, at least First Name or Last Name is required (as a Fields entry). For companies, Company Name is required.

Configuration Steps:

• Provide values for required fields:
  • Fields (dictionary of field names to values — must include First Name or Last Name for a person, or Company Name for a company)
• Optionally add:
  • Record Type (Person or Company)
  • Tags (comma-separated, up to 5 during creation)
  • Avatar URL

List Contacts

Retrieve a paginated list of contacts filtered by search parameters.

Configuration Steps:

• No required fields.
• Optionally add:
  • Keyword
  • Fields (comma-separated list to return)
  • Record Type (Person, Company, or All)
  • Tags (include in results)
  • Sort (field:asc or field:desc)
  • Page, Per Page

Update Contact

Update a contact by its ID.

Configuration Steps:

• Provide values for required fields:
  • Contact ID
• Optionally add:
  • Type (Extend existing values, or Replace them)
  • Fields (pass null on a field to remove all its values)
  • Avatar URL

Delete Contact

Delete a contact by its ID.

Configuration Steps:

• Provide values for required fields:
  • Contact ID
• Optionally add:
  • Deletion Method (Regular returns an error if blocking relations exist; Force deletes contacts with relations)
  • Cleanup Email Lists (removes matching email list entries for the deleted contact)

FAQs

What’s the difference between Extend and Replace on Update Contact?

Extend (the default) adds new values alongside a field’s existing values. Replace overwrites all existing values for the fields you specify.

What happens if I delete a contact that has blocking relations?

With the default Regular deletion method, Nimble returns an error rather than deleting the contact. Use Force to delete it and its relations anyway.