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Book An AppointmentTriggers when a charge is created or imported.
Triggers when a charge fails.
Triggers when a charge is updated.
Triggers when a new customer is created.
Triggers when a customer is updated.
Triggers when you add a new contact.
Creates a new contact.
Create a new task.
Triggers when a charge is created or imported.
Triggers when a charge fails.
Triggers when a charge is updated.
Triggers when a new customer is created.
Triggers when a customer is updated.
Triggers when you add a new contact.
Creates a new contact.
Create a new task.
Choose ChargeDesk as the trigger app, select event, authenticate & successfully Test
After completing the trigger test, select Nimble as the action app from the list.
Connect your Nimble account & authenticate it.
Select the data you want to send from ChargeDesk to Nimble & your AI Agent is ready!
Charge Created
Create Contact
Charge Created
Create task
Charge Failed
Create Contact
Charge Failed
Create task
Charge Updated
Create Contact
ChargeDesk helps you manage your customer payments inside of your helpdesk. This integration helps you automate tasks such as exporting charge or customer data, automatically requesting payments and cancelling subscriptions.
Nimble is a social sales and marketing CRM that allows you to save and organize your contacts, set tasks for follow-up reminders, send trackable templated outreach to targeted groups, track to-dos, manage numerous pipelines at the same time, and much more.
The integration between ChargeDesk and Nimble is a seamless process that allows for efficient data sharing and collaboration between the two applications. Here's a step-by-step guide on how this integration works:
While assessing the security of integrating ChargeDesk with Nimble, one must ensure the encryption protocols are strong when transmitting data between both apps. Appy Pie is compliant with various data protection regulations like GDPR and CCPA. It also offers two-factor authentication and encryption. Here's a concise guide to assessing the security of the ChargeDesk-Nimble integration:
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