
When this happens...
New Contact
Contact Deleted
Contact Updated
New Tag
New Tag Deleted
Tag Updated
New Business Card Transcribed

Automatically do this!
Find User
Create Company
List Users
List Account
List Account Type
List Activities
List Activity Types
List Custom Fields For Leads
List Items For Leads
List Leads
List Contacts
List Applicable Custom Fields
List Notes
List lead products
List Sources
List Stages
List Pipelines
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new contact is added to your Contacts+ account.
Triggers when a contact is deleted from your Contacts+ account.
Triggers when a contact is updated from your Contacts+ account.
Triggers when a tag is added from your Contacts+ account.
Triggers when a tag is deleted from your account.
Triggers when a tag is updated.
Action is the task that follows automatically within your Contacts+ integrations.
Creates a contact.
Fetches the authenticated user’s account information .
Gets a list of teams that the user is a member of.
Create a new tag to organize and label contacts.
Finds an existing User by email.
Creates a new Company.

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To start, connect both your Contacts+ and Nutshell accounts to viaSocket. Once connected, you can set up a workflow where an event in Contacts+ triggers actions in Nutshell (or vice versa).
Absolutely. You can customize how Contacts+ data is recorded in Nutshell. This includes choosing which data fields go into which fields of Nutshell, setting up custom formats, and filtering out unwanted information.
The data sync between Contacts+ and Nutshell typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Contacts+ and Nutshell. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
Contacts+ is a comprehensive contact management platform designed to help you organize, update, and maintain your contact information seamlessly. With features like contact syncing, business card scanning, and detailed contact insights, Contacts+ ensures you stay connected and organized.
Learn MoreNutshell is an affordable, easy-to-use CRM that helps small-business sales teams win more deals.
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