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Automate tasks across Nimble with YNAB

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Action

Businesses automate real work through MindCloud every day.

Automate your first task

Use MindCloud Cirra to make Nimble and YNAB talk.
Here are some common ways to automate work between them.

Send a YNAB notification when Nimble receives a high-priority item.Try now
Create a YNAB follow-up from new qualified activity in Nimble.Try now
Copy new customer details from Nimble into YNAB.Try now
Update the matching YNAB item when a Nimble status changes.Try now
Start a review in YNAB when Nimble flags an exception.Try now
Summarize new Nimble activity and save it in YNAB.Try now

How Cirra automates work

MindCloud Cirra gives your workplace superpowers.
Use her to powerhouse through your Nimble and YNAB work.

Connect your Nimble and YNAB. The first step is to give Cirra access to your applications.

Teach Cirra to work between them. Simply explain what you want done between them and how you use them.

Automate that work. All your apps will talk to each other and work together. No technical knowledge needed.

Every action you need

Access 52 actions between Nimble and YNAB.
Can’t find an action you need? Let us know.

List Contact ProceedingsRun a list contact proceedings action in Nimble.Assign Tags to ContactRun an assign tags to contact action in Nimble.Create ContactCreate contact in Nimble.Delete ContactDelete contact in Nimble.Get ContactRun a get contact action in Nimble.List ContactsRun a list contacts action in Nimble.Search Contacts by IdentifiersRun a search contacts by identifiers action in Nimble.Update ContactUpdate contact in Nimble.Create DealCreate deal in Nimble.Delete DealDelete deal in Nimble.Get DealRun a get deal action in Nimble.List DealsRun a list deals action in Nimble.Update DealUpdate deal in Nimble.Exit Lead from Pipeline SuccessfullyRun an exit lead from pipeline successfully action in Nimble.Exit Lead from Pipeline UnsuccessfullyRun an exit lead from pipeline unsuccessfully action in Nimble.

Frequently asked questions

New to MindCloud? We've got you. Here are some answers to common questions about how MindCloud works with Nimble and YNAB.

MindCloud connects Nimble and YNAB so teams can automate handoffs, updates, alerts, and record changes without building one-off scripts.

Connect all of your apps, not just some of them.

You can't automate business processes end-to-end if you can only connect to half of them.

Request an inviteJoin the early access list for the app network built to cover the workflows your business actually runs.Talk to an expertWork with a MindCloud specialist to map the systems, actions, and automations your team needs next.Get updatesFollow new app coverage, product launches, and practical integration notes from the MindCloud team.