> ## 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.

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.

[Connect or manage this source](https://app.vortexiq.ai/workbench/settings/sources) · [How connecting works](/integrations/connector-catalogue)

| **34**              | **3**            | **Build your own** | **Ready to build yours** | **11**         |
| ------------------- | ---------------- | ------------------ | ------------------------ | -------------- |
| performance signals | automated checks | automated fixes    | workflows                | API operations |

## Monitor performance

34 performance signals. Signals with an alert band can raise Nerve Centre alerts; every signal supports a merchant-configured watcher.

| Signal                                  | Outcome             | Alert behaviour      | What it tracks                                                                                                                                  |
| --------------------------------------- | ------------------- | -------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------- |
| **Customers With No CRM Contact**       | Protect revenue     | Merchant rule        | Paying ecom customers absent from the CRM - relationship coverage gap and lost upsell context.                                                  |
| **Deal Pipeline vs Repeat Ecom Orders** | Protect revenue     | Merchant rule        | Repeat ecom customers with no Nimble deal = untracked expansion the sales team is missing.                                                      |
| **Stalled Deals (>30d no activity)**    | Grow revenue        | Merchant rule        | Open deals going cold. Either re-engage or mark lost - stalled deals rot the forecast. Audit NIM01 fires here.                                  |
| **Total Revenue**                       | Grow revenue        | Alert band 10 / -10  | Order revenue attributed to Nimble-tracked sends. Needs a commerce sibling for the order side.                                                  |
| **Active Subscribers (Est.)**           | Protect revenue     | Merchant rule        | Estimated active (person-type, non-bounced) contacts in the Nimble base.                                                                        |
| **Bounce / Spam Spike on Tracked Send** | Protect revenue     | Merchant rule        | Sudden bounce/spam surge on the shared sending domain - pause sends and clean the list. Audit NIM02 fires.                                      |
| **Bounce Rate**                         | Protect revenue     | Alert band 2 / 5     | Hard-bounce share on tracked group emails. >5% trips sender-reputation throttling. Gated on message tracking being enabled.                     |
| **CRM Data Hygiene Score**              | Run operations      | 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. |
| **Campaign Status Breakdown**           | Grow revenue        | Merchant rule        | Tracked group emails grouped by status (draft / scheduled / sent).                                                                              |
| **Checkout-to-Order Rate**              | Grow revenue        | Merchant rule        | Share of email-driven checkouts that became orders. Needs a commerce sibling for the order side.                                                |
| **Click-to-Open Rate**                  | Grow revenue        | Alert band 10 / 3    | Truer engagement signal than open rate - proxy filtering doesn't pre-click.                                                                     |
| **Email Health KPIs**                   | Grow revenue        | Merchant rule        | Composite send / deliver / open / click snapshot for tracked group emails.                                                                      |
| **Email Open Rate**                     | Run operations      | Alert band 20 / 10   | Tracked-send open rate. Pair with click\_to\_open\_rate for a proxy-resistant read.                                                             |
| **Engagement Funnel**                   | Grow revenue        | Merchant rule        | Sent → Delivered → Opened → Clicked drop-off on tracked sends.                                                                                  |
| **Flow Count Summary**                  | Run operations      | Merchant rule        | Count of Nimble workflows / sequences derived from activity automation.                                                                         |
| **Flow Status Breakdown**               | Run operations      | Merchant rule        | Flow Status Breakdown.                                                                                                                          |
| **Flow Trigger Types**                  | Run operations      | Merchant rule        | Flow Trigger Types, shown by share.                                                                                                             |
| **Flows List**                          | Run operations      | Merchant rule        | Flows List.                                                                                                                                     |
| **Lists Overview**                      | Run operations      | Merchant rule        | Lists Overview.                                                                                                                                 |
| **Refund Rate**                         | Protect revenue     | Merchant rule        | Refunded / placed on email-attributed orders. Needs a commerce sibling.                                                                         |
| **Segments Overview**                   | Run operations      | Merchant rule        | Segments Overview.                                                                                                                              |
| **Spam Complaint Rate**                 | Protect revenue     | Alert band 0.1 / 0.3 | Spam complaints / delivered on tracked sends. Above threshold the shared sending domain degrades for everyone.                                  |
| **Top Lists by Name**                   | Run operations      | Merchant rule        | Top Lists by Name.                                                                                                                              |
| **Checkouts Started**                   | Customer experience | Merchant rule        | Description pending editorial review; the signal is live.                                                                                       |
| **Conversion Rate**                     | Grow revenue        | Alert band 3 / 1     | Description pending editorial review; the signal is live.                                                                                       |
| **Delivery Rate**                       | Protect revenue     | Alert band 98 / 95   | Description pending editorial review; the signal is live.                                                                                       |
| **Email Click Rate**                    | Run operations      | Alert band 2 / 0.5   | Description pending editorial review; the signal is live.                                                                                       |
| **List Count**                          | Run operations      | Merchant rule        | Description pending editorial review; the signal is live.                                                                                       |
| **List Health Summary**                 | Run operations      | Merchant rule        | Description pending editorial review; the signal is live.                                                                                       |
| **Placed Orders Total**                 | Run operations      | Merchant rule        | Description pending editorial review; the signal is live.                                                                                       |
| **Revenue per Recipient**               | Grow revenue        | Merchant rule        | Description pending editorial review; the signal is live.                                                                                       |
| **Revenue per Send**                    | Grow revenue        | Merchant rule        | Description pending editorial review; the signal is live.                                                                                       |
| **Total Sends**                         | Run operations      | Merchant rule        | Description pending editorial review; the signal is live.                                                                                       |
| **Unsubscribe Rate**                    | Protect revenue     | Alert band 0.5 / 2   | Description pending editorial review; the signal is live.                                                                                       |

## 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.

| Check                                                    | Severity | Outcome           | Why it matters                                                                                                                                                                                 | Fix status  |
| -------------------------------------------------------- | -------- | ----------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ----------- |
| **CRM API token invalid or scope insufficient**          | critical | Catalogue quality | 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,  | Report only |
| **Median lead response time above 8h**                   | high     | Grow revenue      | 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.                                   | Report only |
| **CRM data hygiene below 80% (missing required fields)** | medium   | Run operations    | 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) unreli | Report only |

### Build your own automated fixes

3 checks report findings on Nimble today. Turn any finding into an automated fix with a Vortex IQ workflow: **13,885 read and write operations across 229 connectors** are available as building blocks, with approval, verification and rollback on every change.

## 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 **13,885 operations across 229 connectors** to automate the work in your own words.

Changes follow the merchant's configured approval policy: the target, proposed change, affected records, risk, reversibility and verification plan are shown before execution. Read-only operations do not modify the connected system.

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

<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>

### 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.

***

*Generated from the connector capability graph. Counts reflect the servable registry after alias normalisation and de-duplication, and refresh automatically when the registry changes.*
