Automation

Nymble’s automation engine lets you put repetitive tasks on autopilot.

How it works

Automations are built with three components:

1. Triggers — Events that start the workflow (e.g., “When a contract is signed”)
2. Conditions — Optional filters (e.g., “If contract value > $10,000”)
3. Actions — What happens (e.g., “Create project, send welcome email, notify team”)

Liquid templating

Use Liquid templating for dynamic content in your automations:

Hi {{ contact.first_name }},

Welcome to {{ company.name }}! Your project "{{ project.name }}"
has been set up and your team is ready to get started.

Your project manager {{ assignment.user.name }} will reach out
within 24 hours to schedule a kickoff call.

Common automation examples

Client onboarding

• Trigger: Contract signed
• Actions: Create project, send welcome email, assign team, create kickoff task

Invoice reminders

• Trigger: Invoice overdue by 7 days
• Actions: Send reminder email, notify account manager

Budget alerts

• Trigger: Project reaches 80% of budget
• Actions: Notify project manager, send client advisory

Timesheet reminders

• Trigger: Friday at 4 PM
• Actions: Remind team members with incomplete timesheets

Availability

• Core plan — Not included
• Pro plan — Full automation engine
• Elite plan — Advanced automation with predictive notifications