
When this happens...
Nomis Created

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
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When this happensTriggers
A trigger is an event that starts a workflow.
Action is the task that follows automatically within your Nomi AI integrations.
Creates a Chat.
Finds an existing User by email.
Creates a new Company.
Get list of users
Get all accounts and associated data in your Nutshell instance.
Get a list of all account types in a Nutshell instance.

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Nomi AI and Nutshell accounts to viaSocket. Once connected, you can set up a workflow where an event in Nomi AI triggers actions in Nutshell (or vice versa).
Absolutely. You can customize how Nomi AI 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 Nomi AI 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 Nomi AI 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.
Nomi AI is a cutting-edge platform that leverages artificial intelligence to provide advanced solutions for various business needs. It offers tools and services that enhance decision-making, automate processes, and improve overall efficiency through AI-driven insights and analytics.
Learn MoreNutshell is an affordable, easy-to-use CRM that helps small-business sales teams win more deals.
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