Connect Natif and Nutshell
Integrate Natif with Nutshell to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Find uploaded documents in Natif when New Lead Created in Nutshell
Get document by ID from Natif when New Lead Created in Nutshell
Delete a document in Natif when New Lead Created in Nutshell
Get extraction results from Natif when New Lead Created in Nutshell
Get OCR results in Natif when New Lead Created in Nutshell
Popular Natif + Nutshell flows
Start from a real workflow other teams are already running.
Choose a trigger
Natif
When this happens...
- Request a new Trigger for Natif
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
Find uploaded documents in Natif when New Lead Created in Nutshell
Use this flowGet document by ID from Natif when New Lead Created in Nutshell
Use this flowDelete a document in Natif when New Lead Created in Nutshell
Use this flowGet extraction results from Natif when New Lead Created in Nutshell
Use this flowGet OCR results in Natif when New Lead Created in Nutshell
Use this flowList existing document sharing tokens in Natif when New Lead Created in Nutshell
Use this flowCreate a token for sharing a document in Natif when New Lead Created in Nutshell
Use this flowFind uploaded documents in Natif when New Lead Marked Won in Nutshell
Use this flowGet document by ID from Natif when New Lead Marked Won in Nutshell
Use this flowDelete a document in Natif when New Lead Marked Won in Nutshell
Use this flowSupported Triggers & Actions
Everything you can automate between Natif 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 Natif integrations.
Find uploaded documents
Queries for documents that fulfill given parameters.
Get document by ID
Get information about the given document, amongst others the processing status.
Delete a document
Permanently delete a document.
Get extraction results
Get the extractions for the given document. The results are specific for the document's type.
Get OCR results
Retrieves the ocr results for the document with the given id.
List existing document sharing tokens
List info about existing document sharing tokens for the current users team.
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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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.
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About Natif
Natif.ai is a cutting-edge platform that leverages artificial intelligence to streamline and enhance various business processes. It offers advanced AI tools designed to automate tasks, improve decision-making, and increase operational efficiency. With Natif.ai, businesses can harness the power of AI to transform their workflows and gain a competitive edge in their industry.
Learn more
About Nutshell
Nutshell is an affordable, easy-to-use CRM that helps small-business sales teams win more deals.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Natif 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 Natif 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 Natif triggers actions in Nutshell, and a separate workflow where Nutshell triggers actions in Natif. 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 Natif and Nutshell. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Natif 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.
