
When this happens...
New or Updated Items
New Items

Automatically do this!
Add Deal Note
Add Project Note
Archive Project
Change Activity Responsible
Create Product
Create Contact
Create Activity
Search User
Search Activity
Add Company Note
Add Contact Note
Change Project Step
Unarchive Project
Lost Deal
Won Deal
Change Deal Responsible
Change Project Responsible
Search Project
Search Deal
Search Product
Search Contact
Search Company
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When this happensTriggers
A trigger is an event that starts a workflow.
Retrieve items from the selected Nuclino workspace that were created or modified since the last check.
Retrieve items created in the selected workspace within the specified recent time window.
Triggers when a contact is created in Moskit.
Triggers when a new project is created.
Triggers when a new company is created.
Triggers when a new Activity is created.
Action is the task that follows automatically within your Nuclino integrations.
Create a new item or collection in a Nuclino workspace. Optionally provide a title and content; returns the created object's details and URL.
Update a Nuclino item's title and/or content using its Item ID.
Retrieve all Nuclino workspaces. Optionally set Records Per Page to control how many workspaces are returned per request.
Permanently deletes a Nuclino item specified by its Item ID.
Create note in deal.
Add note in Project

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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 Nuclino and Moskit accounts to viaSocket. Once connected, you can set up a workflow where an event in Nuclino triggers actions in Moskit (or vice versa).
Absolutely. You can customize how Nuclino data is recorded in Moskit. This includes choosing which data fields go into which fields of Moskit, setting up custom formats, and filtering out unwanted information.
The data sync between Nuclino and Moskit 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 Nuclino and Moskit. 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.
Nuclino is a collaborative platform designed to help teams organize and share knowledge efficiently. It offers a seamless way to create, manage, and collaborate on documents and projects in real-time, enhancing team productivity and communication.
Learn MoreMoskit is a powerful CRM platform designed to streamline and enhance customer relationship management processes. It offers a suite of tools to help businesses manage their sales pipeline, track customer interactions, and improve overall sales efficiency. With Moskit, teams can collaborate effectively, automate routine tasks, and gain valuable insights into customer behavior, ultimately driving better sales outcomes.
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