Connect InvGate Service Management and Nutshell
Integrate InvGate Service Management with Nutshell to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Incident in InvGate Service Management when New Lead Created in Nutshell
Get Categories from InvGate Service Management when New Lead Created in Nutshell
Get Users from InvGate Service Management when New Lead Created in Nutshell
Get Incident Details from InvGate Service Management when New Lead Created in Nutshell
Create User in InvGate Service Management when New Lead Created in Nutshell
Popular InvGate Service Management + Nutshell flows
Start from a real workflow other teams are already running.
Choose a trigger
InvGate Service Management
When this happens...
- Request a new Trigger for InvGate Service Management
Choose an action
Nutshell
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
List Tags
Find Customers
Find Leads
Create Person
Create Lead
Create Tag
Create Incident in InvGate Service Management when New Lead Created in Nutshell
Use this flowGet Categories from InvGate Service Management when New Lead Created in Nutshell
Use this flowGet Users from InvGate Service Management when New Lead Created in Nutshell
Use this flowGet Incident Details from InvGate Service Management when New Lead Created in Nutshell
Use this flowCreate User in InvGate Service Management when New Lead Created in Nutshell
Use this flowCreate Incident in InvGate Service Management when New Lead Marked Won in Nutshell
Use this flowGet Categories from InvGate Service Management when New Lead Marked Won in Nutshell
Use this flowGet Users from InvGate Service Management when New Lead Marked Won in Nutshell
Use this flowGet Incident Details from InvGate Service Management when New Lead Marked Won in Nutshell
Use this flowCreate User in InvGate Service Management when New Lead Marked Won in Nutshell
Use this flowSupported Triggers & Actions
Everything you can automate between InvGate Service Management and Nutshell.
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead Created
Runs when a new lead is created in Nutshell, within a configurable polling window.
New Lead Marked Won
Runs when a lead is marked won within a chosen time window.
Do thisActions
Action is the task that follows automatically within your InvGate Service Management integrations.
Create Incident
Create an incident with title, requester, creator, priority, category, and optional description, location, occurrence date, and related items.
Get Categories
Retrieve service categories used to classify incidents and service requests.
Get Users
Action to list users
Get Incident Details
Retrieve details for a specific incident by ID, with options to include comments and format dates.
Create User
Create a new user with profile, contact, manager, and address details.
Find User
Finds an existing User by email.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
Trusted by Thousands. Recognized by the Best.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
From idea to automation.
AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
Learn More About Automation
Simple Ways to Automate Nutshell with viaSocket
Connect Nutshell to your favorite apps with viaSocket. Auto-sync data between Nutshell and Square, Typeform, Freshdesk, Calendly, Dropbox, Facebook Messenger, and more. Unify workflows, reduce manual data entry, and keep every customer interaction in context.
How viaSocket Works | A Complete Guide
Discover viaSocket, an AI-powered workflow automation platform with 2,300+ integrations. Learn what it is, how it works, and how to set up no-code automated workflows.
5 Simple Automation Hacks to Make Your Team Free
Five practical automation hacks to cut repetitive tasks and boost productivity using viaSocket, covering lead generation, onboarding, accounting, support, and HR.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Explore workflow automation: its definition, benefits, how it works, real-world examples, and how to automate with viaSocket.
viaSocket Support
We're here to help
Instant answers
AI assistant available 24/7
Expert support
Connect with our specialists
Trusted & secure
Your data is safe with us
Start automating InvGate Service Management and Nutshell free
No credit card required. Set up your first workflow in minutes.
About InvGate Service Management
InvGate Service Management is an IT service management (ITSM) platform that helps teams manage incidents, service requests, problems, changes, and assets from a single workspace. Automate workflows, track SLAs, streamline ticket resolution, and improve service delivery with powerful reporting and integrations.
Learn moreSimilar apps
About Nutshell
Nutshell is an affordable, easy-to-use CRM that helps small-business sales teams win more deals.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your InvGate Service Management and Nutshell accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between InvGate Service Management and Nutshell as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Nutshell. No coding required.
Yes. You can set up a workflow where InvGate Service Management triggers actions in Nutshell, and a separate workflow where Nutshell triggers actions in InvGate Service Management. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between InvGate Service Management and Nutshell. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire InvGate Service Management and Nutshell integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
