Connect Just Invoice and Nutshell
Integrate Just Invoice with Nutshell to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Invoice in Just Invoice when New Lead Created in Nutshell
Get Invoice details from Just Invoice when New Lead Created in Nutshell
Finalize Invoice in Just Invoice when New Lead Created in Nutshell
Mark Invoice Paid in Justinvoice-app when New Lead Created in Nutshell
Cancel an Invoice in Just Invoice when New Lead Created in Nutshell
Popular Just Invoice + Nutshell flows
Start from a real workflow other teams are already running.
Choose a trigger
Just Invoice
When this happens...
- Request a new Trigger for Just Invoice
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 Invoice in Just Invoice when New Lead Created in Nutshell
Use this flowGet Invoice details from Just Invoice when New Lead Created in Nutshell
Use this flowFinalize Invoice in Just Invoice when New Lead Created in Nutshell
Use this flowMark Invoice Paid in Justinvoice-app when New Lead Created in Nutshell
Use this flowCancel an Invoice in Just Invoice when New Lead Created in Nutshell
Use this flowDelete Invoice in Just Invoice when New Lead Created in Nutshell
Use this flowCreate Invoice in Just Invoice when New Lead Marked Won in Nutshell
Use this flowGet Invoice details from Just Invoice when New Lead Marked Won in Nutshell
Use this flowFinalize Invoice in Just Invoice when New Lead Marked Won in Nutshell
Use this flowMark Invoice Paid in Justinvoice-app when New Lead Marked Won in Nutshell
Use this flowSupported Triggers & Actions
Everything you can automate between Just Invoice 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 Just Invoice integrations.
Create Invoice
Create a new invoice with customer details, line items, date, currency, and a customer note.
Get Invoice details
Show details for a selected invoice
Finalize Invoice
Finalize an invoice to lock its details and mark it as complete.
Mark Invoice Paid
Mask an existing final invoice as paid.
Cancel an Invoice
Cancel an invoice
Delete Invoice
Remove an invoice from your account.
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.
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About Just Invoice
Just Invoice is a comprehensive invoicing solution designed to streamline billing processes for businesses of all sizes. With features like customizable templates, automated reminders, and detailed reporting, it simplifies financial management and enhances cash flow efficiency.
Learn moreAbout 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 Just Invoice 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 Just Invoice 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 Just Invoice triggers actions in Nutshell, and a separate workflow where Nutshell triggers actions in Just Invoice. 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 Just Invoice and Nutshell. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Just Invoice 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.
