Integrate Manifestly Checklists with Nutshell to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Start from a real workflow other teams are already running.
Manifestly Checklists
When this happens...
New Run
Complete Step
Step Late
Run started
Run late
Run Completed
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
Find User in Nutshell when New Run in Manifestly
Use this flowCreate Company in Nutshell when New Run in Manifestly
Use this flowList Users in Nutshell when New Run in Manifestly
Use this flowList Account in Nutshell when New Run in Manifestly
Use this flowList Account Type in Nutshell when New Run in Manifestly
Use this flowList Activities in Nutshell when New Run in Manifestly
Use this flowList Activity Types in Nutshell when New Run in Manifestly
Use this flowList Custom Fields For Leads from Nutshell when New Run in Manifestly
Use this flowList Items For Leads in Nutshell when New Run in Manifestly
Use this flowList Leads in Nutshell when New Run in Manifestly
Use this flowEverything you can automate between Manifestly Checklists and Nutshell.
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a run is started.
Triggers when a workflow step is completed
Triggers when the workflow step is late.
Triggers when the workflow is started.
Triggers when the workflow is late.
Triggers when the workflow is completed.
Action is the task that follows automatically within your Manifestly Checklists integrations.
Creates a run of a workflow.
List all the details of the workflow.
Add a step to an existing workflow.
Create or update a workflow. If the external_id is specified and found, the workflow is updated. Otherwise, a new workflow is created.
Update a Run.
List All Active Workflows

Follow a simple walkthrough to create, test, and launch your first automation.
Connect your apps
Link the apps you want to automate.
Configure your workflow
Set up triggers, actions, and map your data.
Test & publish
Test your workflow and publish it.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
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.

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Manifestly Checklists software improves collaboration and accountability in your organization's recurring processes.
Learn moreNutshell is an affordable, easy-to-use CRM that helps small-business sales teams win more deals.
Learn moreSign up for a free viaSocket account, then authorize both your Manifestly Checklists 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 Manifestly Checklists 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 Manifestly Checklists triggers actions in Nutshell, and a separate workflow where Nutshell triggers actions in Manifestly Checklists. 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 Manifestly Checklists and Nutshell. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Manifestly Checklists 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.