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CRM ⇄ Storage

Nimble to Sharepoint integration — real-time, two-way sync

Keep Nimble and Sharepoint in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.

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Adopted by fast-scaling companies moving mission-critical data in real time

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Migrated from MuleSoft
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Why teams connect Nimble and Sharepoint

Keep the paperwork with the relationship: Nimble and Sharepoint share every customer's records and files in real time, in both directions.

Nimble holds the customer relationship as structured records; Sharepoint holds the files that belong to those relationships, from contracts and proposals to signed agreements and statements of work. The two are linked in practice and disconnected in software: someone downloads a document, renames it, and uploads it to the right folder, or exports records out to storage for retention. Done by hand, files drift away from the records they belong to and copies fall out of date.

Stacksync keeps Tags, Custom fields, Contacts, Companies in Nimble aligned with Site pages, Sites, Lists, List items in Sharepoint, in real time. A new account or deal can open its own folder in Sharepoint; a document filed in Sharepoint can surface as a link and metadata on the matching record in Nimble; and records from Nimble can be written into Sharepoint as files or objects for backup, archival, and compliance. You choose which side owns what, and Stacksync keeps the two consistent as either one changes.

Common use cases

  • 01 Feed Nimble activity and task data into reporting dashboards without manual CSV exports.
  • 02 Sync Nimble contacts and companies into Postgres so ops teams can query socially enriched profile data with SQL.
  • 03 Stream list and library changes through delta query and change-notification webhooks into a warehouse for audit, access-review, and reporting.
  • 04 Two-way sync SharePoint List items with a database table so internal apps read and write structured records in SQL without calling the SharePoint API directly.

Common sync patterns

CRM records archived into storage

Records from Nimble are written into Sharepoint as files or objects on the schedule you set, giving you a durable copy for backup, retention, and compliance without an export to run by hand.

Document status on the record

Metadata kept in Sharepoint, such as document type, review state, or whether an agreement is signed, updates a field on the matching record in Nimble, so people working the account see where the paperwork stands without opening storage.

One place for a customer's files

Attachments that accumulate against a record in Nimble collect in that customer's folder in Sharepoint, so the full document history lives in one place and is reachable by anyone who needs it.

What you can sync between Nimble and Sharepoint

Representative objects on each side — any object or custom field can map to any target. Schemas are auto-detected; types are converted between the two systems.

Nimble objects Sharepoint objects How this pairing syncs
Deals Pipeline records linked to contacts, synced to keep revenue systems aligned with sales activity Site pages Modern site pages via /sites/{id}/pages; read page content, layout, and metadata for indexing and content governance. Deals is specific to Nimble and Site pages to Sharepoint — each maps to any object or custom field on the other side.
Tasks To-do items tied to contacts, mirrored into work-management tools or reporting tables Sites SharePoint site collections and subsites via /sites; read site properties and discover the document libraries (drives) and lists each site contains, addressed by hostname and site path or site ID. Tasks is specific to Nimble and Sites to Sharepoint — each maps to any object or custom field on the other side.
Activities Calls, events, and interaction history used for engagement reporting outside Nimble Lists Custom lists and libraries via /sites/{id}/lists; create and read lists along with their columns and content types so a target system can mirror or provision list definitions. Activities is specific to Nimble and Lists to Sharepoint — each maps to any object or custom field on the other side.
Notes Free-text records attached to contacts, replicated for a complete account timeline List items Rows in a SharePoint list via /lists/{id}/items with a fields facet of column values; full create, read, update, and delete, synced two-way with database rows. Notes is specific to Nimble and List items to Sharepoint — each maps to any object or custom field on the other side.
Tags Segmentation labels that map to list membership or filters in downstream systems Drive items (document libraries) Files and folders in a library's drive via /drives and /drive/root; upload, download, move, delete, and read per-item metadata, synced two-way with a store. Tags is specific to Nimble and Drive items (document libraries) to Sharepoint — each maps to any object or custom field on the other side.
Custom fields Account-defined contact attributes that carry enrichment or internal identifiers Columns and content types Field definitions and content types on a site or list; read the schema and create columns so database fields map cleanly onto SharePoint list fields. Custom fields is specific to Nimble and Columns and content types to Sharepoint — each maps to any object or custom field on the other side.

How changes propagate between Nimble and Sharepoint

Each direction of the sync is driven by what the source system can signal and what the destination accepts — detection, delivery, and expected latency below.

Nimble Sharepoint Interval-based propagation

DetectionStacksync polls Nimble for changes on an incremental schedule, reading only records changed since the previous pass. Polling on record modification timestamps.

DeliveryEach detected change is written to Sharepoint through its API, with automatic retries and rate-limit backoff.

Sharepoint Nimble Sub-second propagation

DetectionSharepoint notifies Stacksync of record changes through webhook events. Delta query (pull) tracks created, updated, and deleted list items (/lists/{id}/items/delta) and drive items (/drives/{id}/root/delta) since the last.

DeliveryEach detected change is written to Nimble through its API, with automatic retries and rate-limit backoff.

Rate-limit considerations

  • Nimble: Subject to per-account API request quotas.
  • Sharepoint: SharePoint Online throttles per app, returning HTTP 429 (or 503) with a Retry-After header in seconds and IETF RateLimit-Limit, RateLimit-Remaining, and RateLimit-Reset headers; throttled requests still count toward limits, so clients honor the greater of Retry-After and RateLimit-Reset with exponential backoff.
What ships with Nimble ⇄ Sharepoint

Connect Nimble and Sharepoint for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Nimble–Sharepoint connection.

Real-time

Two-way sync

Changes in Nimble or Sharepoint instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Nimble or Sharepoint data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.

At scale

Event queues

Handle millions of events per minute without losing a single Nimble or Sharepoint record.

Observability

Monitoring

Track your Nimble ⇄ Sharepoint sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Nimble and Sharepoint.

How the Nimble and Sharepoint connectors work

Nimble

Integration surface
REST API (JSON)
Authentication
API key; OAuth 2.0 available for registered applications
Change detection
polling on record modification timestamps
Capabilities
read · write
Rate limits
subject to per-account API request quotas

Sharepoint

Integration surface
Microsoft Graph REST API (graph.microsoft.com/v1.0 and beta) covering SharePoint sites, lists, list items, columns, content types, and document-library drives and drive items; plus the classic SharePoint REST API (_api/web) and CSOM. Supports Graph JSON $batch (up to 20 requests per call).
Authentication
OAuth 2.0 via the Microsoft identity platform (Microsoft Entra ID). An app registration holds delegated or application (app-only) scopes such as Sites.Read.All, Sites.ReadWrite.All, Sites.Selected, Sites.Manage.All, or Sites.FullControl.All, plus Files.ReadWrite.All for drive content; application permissions require tenant admin consent.
Change detection
Delta query (pull) tracks created, updated, and deleted list items (/lists/{id}/items/delta) and drive items (/drives/{id}/root/delta) since the last deltaLink; change-notification subscriptions (push webhooks) POST near-real-time notifications for list and drive/root changes to a notification URL and must be renewed before they expire. Classic SharePoint list webhooks are also available.
Capabilities
read · write · webhooks
Rate limits
SharePoint Online throttles per app, returning HTTP 429 (or 503) with a Retry-After header in seconds and IETF RateLimit-Limit, RateLimit-Remaining, and RateLimit-Reset headers; throttled requests still count toward limits, so clients honor the greater of Retry-After and RateLimit-Reset with exponential backoff.
How it works

How to connect Nimble to Sharepoint — three steps, no code

Configure and sync within minutes, no code. Whether you sync 50k or 100M+ records, Stacksync handles the queues, infra, and plumbing. Integrations are non-invasive and need zero setup on your systems.

  1. 01

    Connect your apps

    Authenticate Nimble and Sharepoint with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.

    • OAuth 2.0
    • SSH tunnel
    • VPC peering
    Nimble connected
    Sharepoint connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Nimble and Sharepoint objects to sync — Stacksync auto-detects both schemas, including custom fields where the platform exposes them. Sync to existing tables, or let Stacksync create new ones with ideal data types.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · Nimble ⇄ Sharepoint
    Customers 12,480
    Sales Orders 8,213
    Invoices 5,902
    Items 1,344
  3. 03

    Map fields

    Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.

    • Auto-map
    • Type casting
    • Transforms
    Nimble Sharepoint
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Nimble and Sharepoint integration FAQ

SECURITY

Security teams trust Stacksync

As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.

Learn more about security
SOC 2 Type II
ISO 27001
HIPAA BAA
GDPR
CCPA
DPF US-EU-UK-CH
→ SECURITY WITH BENEFITS

SSO & SCIM

Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.

Alerts

Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.

Secure connection options

Securely connects to your systems with:

OAuth 2 SSH Tunnelling SSL certificates IP Whitelisting VPN gateway VPC peering and more

Related integrations

Every pair below is a real-time, two-way sync. Search all 410 integrations available for Nimble and Sharepoint.

Popular · 7 of 410
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