> ## Documentation Index
> Fetch the complete documentation index at: https://docs.vortexiq.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Nimble on Vortex IQ

> Monitor Nimble pipeline, responsiveness and customer-satisfaction signals, and catch stalls before they become churn.

Monitor Nimble pipeline, responsiveness and customer-satisfaction signals, and catch stalls before they become churn.

[Connect or manage this source](https://app.vortexiq.ai/workbench/settings/sources) · [How connecting works](/integrations/connector-catalogue) · [Create a workflow](https://app.vortexiq.ai/workbench/flows/create?connector=nimble)

<CardGroup cols={5}>
  <Card title="34">
    performance signals
  </Card>

  <Card title="3">
    automated checks
  </Card>

  <Card title="0">
    prepared fixes
  </Card>

  <Card title="0">
    proven workflows
  </Card>

  <Card title="11">
    API operations
  </Card>
</CardGroup>

<Tabs>
  <Tab title="Overview">
    ### What you can achieve

    Capabilities are grouped around merchant outcomes, not API terminology.

    <CardGroup cols={2}>
      <Card title="Protect revenue">
        Find failures, leaks and risks before they cost sales.
      </Card>

      <Card title="Grow revenue">
        Improve discovery, conversion, campaigns and repeat purchase.
      </Card>

      <Card title="Run operations">
        Monitor orders, fulfilment, delivery and settlement.
      </Card>

      <Card title="Customer experience">
        Find storefront, speed, accessibility and journey problems.
      </Card>

      <Card title="Catalogue quality">
        Identify missing, inconsistent or outdated product data.
      </Card>
    </CardGroup>

    ### From connection to verified outcome

    The controlled sequence every capability follows. Nothing changes a connected system without the approval step.

    <Steps>
      <Step title="Connect">
        Authorise the source. Scopes are shown before access is granted.
      </Step>

      <Step title="Monitor">
        Watch the signals against your own baselines, not universal defaults.
      </Step>

      <Step title="Detect">
        Run checks and gather evidence specific to your store.
      </Step>

      <Step title="Recommend">
        Explain what happened, why it matters and the proposed action.
      </Step>

      <Step title="Approve">
        You review scope, risk and reversibility before anything changes.
      </Step>

      <Step title="Execute">
        Apply through governed connector operations.
      </Step>

      <Step title="Verify">
        Confirm the intended result and keep the receipt.
      </Step>
    </Steps>

    No changes are made without the configured approval policy. Read-only operations do not modify the connected system; schedules, access scopes, API usage and data handling remain governed by Vortex IQ controls.
  </Tab>

  <Tab title="Monitor (34)">
    ### Monitor performance

    34 performance signals. Open an outcome to see its signals and how each one alerts. Read-only operations do not modify the connected system.

    <AccordionGroup>
      <Accordion title="Run operations (14 signals)">
        | Signal                     | Alert behaviour    | What it tracks                                                                                                                                  |
        | -------------------------- | ------------------ | ----------------------------------------------------------------------------------------------------------------------------------------------- |
        | **CRM Data Hygiene Score** | Alert band 95 / 80 | Composite of two confirmed real Nimble Contact fields: share with a populated fields.email entry and share with a populated fields.phone entry. |
        | **Email Click Rate**       | Alert band 2 / 0.5 | Description pending editorial review; the signal is live.                                                                                       |
        | **Email Open Rate**        | Alert band 20 / 10 | Tracked-send open rate. Pair with click\_to\_open\_rate for a proxy-resistant read.                                                             |
        | **Flow Count Summary**     | Merchant rule      | Count of Nimble workflows / sequences derived from activity automation.                                                                         |
        | **Flow Status Breakdown**  | Merchant rule      | Flow Status Breakdown.                                                                                                                          |
        | **Flow Trigger Types**     | Merchant rule      | Flow Trigger Types, shown by share.                                                                                                             |
        | **Flows List**             | Merchant rule      | Flows List.                                                                                                                                     |
        | **List Count**             | Merchant rule      | Description pending editorial review; the signal is live.                                                                                       |
        | **List Health Summary**    | Merchant rule      | Description pending editorial review; the signal is live.                                                                                       |
        | **Lists Overview**         | Merchant rule      | Lists Overview.                                                                                                                                 |
        | **Placed Orders Total**    | Merchant rule      | Description pending editorial review; the signal is live.                                                                                       |
        | **Segments Overview**      | Merchant rule      | Segments Overview.                                                                                                                              |
        | **Top Lists by Name**      | Merchant rule      | Top Lists by Name.                                                                                                                              |
        | **Total Sends**            | Merchant rule      | Description pending editorial review; the signal is live.                                                                                       |
      </Accordion>

      <Accordion title="Grow revenue (10 signals)">
        | Signal                               | Alert behaviour     | What it tracks                                                                                                 |
        | ------------------------------------ | ------------------- | -------------------------------------------------------------------------------------------------------------- |
        | **Campaign Status Breakdown**        | Merchant rule       | Tracked group emails grouped by status (draft / scheduled / sent).                                             |
        | **Checkout-to-Order Rate**           | Merchant rule       | Share of email-driven checkouts that became orders. Needs a commerce sibling for the order side.               |
        | **Click-to-Open Rate**               | Alert band 10 / 3   | Truer engagement signal than open rate - proxy filtering doesn't pre-click.                                    |
        | **Conversion Rate**                  | Alert band 3 / 1    | Description pending editorial review; the signal is live.                                                      |
        | **Email Health KPIs**                | Merchant rule       | Composite send / deliver / open / click snapshot for tracked group emails.                                     |
        | **Engagement Funnel**                | Merchant rule       | Sent → Delivered → Opened → Clicked drop-off on tracked sends.                                                 |
        | **Revenue per Recipient**            | Merchant rule       | Description pending editorial review; the signal is live.                                                      |
        | **Revenue per Send**                 | Merchant rule       | Description pending editorial review; the signal is live.                                                      |
        | **Stalled Deals (>30d no activity)** | Merchant rule       | Open deals going cold. Either re-engage or mark lost - stalled deals rot the forecast. Audit NIM01 fires here. |
        | **Total Revenue**                    | Alert band 10 / -10 | Order revenue attributed to Nimble-tracked sends. Needs a commerce sibling for the order side.                 |
      </Accordion>

      <Accordion title="Protect revenue (9 signals)">
        | Signal                                  | Alert behaviour      | What it tracks                                                                                                              |
        | --------------------------------------- | -------------------- | --------------------------------------------------------------------------------------------------------------------------- |
        | **Active Subscribers (Est.)**           | Merchant rule        | Estimated active (person-type, non-bounced) contacts in the Nimble base.                                                    |
        | **Bounce / Spam Spike on Tracked Send** | Merchant rule        | Sudden bounce/spam surge on the shared sending domain - pause sends and clean the list. Audit NIM02 fires.                  |
        | **Bounce Rate**                         | Alert band 2 / 5     | Hard-bounce share on tracked group emails. >5% trips sender-reputation throttling. Gated on message tracking being enabled. |
        | **Customers With No CRM Contact**       | Merchant rule        | Paying ecom customers absent from the CRM - relationship coverage gap and lost upsell context.                              |
        | **Deal Pipeline vs Repeat Ecom Orders** | Merchant rule        | Repeat ecom customers with no Nimble deal = untracked expansion the sales team is missing.                                  |
        | **Delivery Rate**                       | Alert band 98 / 95   | Description pending editorial review; the signal is live.                                                                   |
        | **Refund Rate**                         | Merchant rule        | Refunded / placed on email-attributed orders. Needs a commerce sibling.                                                     |
        | **Spam Complaint Rate**                 | Alert band 0.1 / 0.3 | Spam complaints / delivered on tracked sends. Above threshold the shared sending domain degrades for everyone.              |
        | **Unsubscribe Rate**                    | Alert band 0.5 / 2   | Description pending editorial review; the signal is live.                                                                   |
      </Accordion>

      <Accordion title="Customer experience (1 signals)">
        | Signal                | Alert behaviour | What it tracks                                            |
        | --------------------- | --------------- | --------------------------------------------------------- |
        | **Checkouts Started** | Merchant rule   | Description pending editorial review; the signal is live. |
      </Accordion>
    </AccordionGroup>
  </Tab>

  <Tab title="Audit (3)">
    ### Audit risks and opportunities

    A fix status appears only where the action, inputs, approval, verification and recovery controls are mapped. Candidate remediations are never executable. Open a check for the detail.

    <AccordionGroup>
      <Accordion title="CRM API token invalid or scope insufficient">
        **Severity** critical · **Outcome** Catalogue quality · **Fix status** Report only

        Once this credential fails, VortexIQ stops seeing deals, contacts and pipeline activity from this CRM entirely, and every pipeline and data-quality finding here goes stale from that moment, silently, until someone notices the numbers stopped updating.

        Vortex IQ detects and explains this; resolution is manual, with evidence and recommended steps.

        Reference: `CRM-AUTH-001`
      </Accordion>

      <Accordion title="Median lead response time above 8h">
        **Severity** high · **Outcome** Grow revenue · **Fix status** Report only

        Leads answered after 8 hours convert at a fraction of the rate of leads answered in minutes; speed-to-lead is the cheapest conversion lever in the pipeline.

        Vortex IQ detects and explains this; resolution is manual, with evidence and recommended steps.

        Reference: `CRM-LEAD-001`
      </Accordion>

      <Accordion title="CRM data hygiene below 80% (missing required fields)">
        **Severity** medium · **Outcome** Run operations · **Fix status** Report only

        More than 1 in 5 records is missing a required field. Incomplete records make segmentation, reporting and any automation keyed off those fields (routing, scoring, follow-up sequences) unreliable, so the gap compounds into every process built on top of this data, not just the records themselves.

        Vortex IQ detects and explains this; resolution is manual, with evidence and recommended steps.

        Reference: `CRM-DATA-001`
      </Accordion>
    </AccordionGroup>

    #### Build your own automated fixes

    Turn any finding into an automated fix with a Vortex IQ workflow: **over 13,000 read and write operations across more than 200 connectors** are available as building blocks, with approval, verification and rollback on every change.
  </Tab>

  <Tab title="Automate">
    ### Automate approved work

    Vortex IQ is integrated with **8 read** and **3 write** operations across contacts, deals, accounts, activitys, contactgroups, messages on Nimble. Combine them with anything from the **over 13,000 operations across more than 200 connectors** to automate the work in your own words.

    Changes follow your configured approval policy: the target, proposed change, affected records, risk, reversibility and verification plan are shown before execution.

    [Create a workflow](https://app.vortexiq.ai/workbench/flows/create?connector=nimble)

    #### Ready to build your first Nimble workflow

    Pick a trigger, add the operations above as steps, and every step that changes data pauses for your approval. Monitoring and audits are live now and can start any workflow you build.

    <Accordion title="Browse the operations you can build with">
      | Resource      | Read operations | Write operations |
      | ------------- | --------------- | ---------------- |
      | contacts      | 1               | 1                |
      | deals         | 1               | 1                |
      | accounts      | 1               | 0                |
      | activitys     | 1               | 0                |
      | contactgroups | 1               | 0                |
      | messages      | 1               | 0                |
      | oauthtokens   | 0               | 1                |
      | pipelines     | 1               | 0                |

      Signed-in users see the full catalogue in the workflow builder, filtered to the sources they have connected.
    </Accordion>
  </Tab>
</Tabs>
