Connect DataForms.io and Nutshell to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for DataForms.io
Choose an Action
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
Enable Integrations or automations with these events of DataForms.io and Nutshell
Enable Integrations or automations with these events of DataForms.io and Nutshell
Actions
Create Form
Creates a new form in DataForms.io using a selected template, title, and submission settings.
Find Form, Template or Entry
Finds a form, template, or entry in your DataForms account by name or code and returns it.
Delete Form
Permanently remove a form so it no longer appears or can be used.
Find User
Finds an existing User by email.
Create Company
Creates a new Company.
List Users
Get list of users
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Frequently Asked Questions
To start, connect both your DataForms.io and Nutshell accounts to viaSocket. Once connected, you can set up a workflow where an event in DataForms.io triggers actions in Nutshell (or vice versa).
Absolutely. You can customize how DataForms.io 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 DataForms.io 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 DataForms.io 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.
About DataForms.io
Web-based form builder for businesses that creates, templates, and embeds custom forms on websites with team collaboration and role-based permissions. Provides integrations (Zapier, Make) and a RESTful API for automations and programmatic access (base URL: https://api.dataforms.io).
Learn MoreAbout Nutshell
Nutshell is an affordable, easy-to-use CRM that helps small-business sales teams win more deals.
Learn More
