Connect Nuclino and noCRM.io to Build Intelligent Automations
Choose a Trigger
When this happens...
New or Updated Items
New Items
Choose an Action
Automatically do this!
List Client Folders
Assign lead
Change Lead's Title
Change Lead's Status
Change Lead's Step
Log an activity to a lead
Add Comment
Create Prospect
Add Tag
Create Lead
Set Amount and Probability
Set Estimated Closing Date
Create Client Folder
Create Category
Add Lead to Client Folder
Create Prospecting List
Assign Prospecting List
Create Comment On Lead
Log an Activity
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New or Updated Items
Retrieve items from the selected Nuclino workspace that were created or modified since the last check.
New Items
Retrieve items created in the selected workspace within the specified recent time window.
New Lead
Triggers when a new lead is created
New Client Folder
Triggers when a new client folder is created
New Lead Comment
Triggers when a new lead is comment on
Lead Deleted
Triggers when a new lead is deleted
Do thisActions
Action is the task that follows automatically within your Nuclino integrations.
Create an Item
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 Item
Update a Nuclino item's title and/or content using its Item ID.
Delete Item
Permanently deletes a Nuclino item specified by its Item ID.
List Client Folders
Return the list of client folders
Assign lead
Assign a lead to a user. The user will be notified by email of the assignment if the preference to receive notifications is checked.
Change Lead's Title
Change the title of the lead
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Frequently Asked Questions
To start, connect both your Nuclino and noCRM.io accounts to viaSocket. Once connected, you can set up a workflow where an event in Nuclino triggers actions in noCRM.io (or vice versa).
Absolutely. You can customize how Nuclino data is recorded in noCRM.io. This includes choosing which data fields go into which fields of noCRM.io, setting up custom formats, and filtering out unwanted information.
The data sync between Nuclino and noCRM.io 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 noCRM.io. 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.
About Nuclino
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 MoreAbout noCRM.io
noCRM.io helps you to track and close deals without wasting time filling out forms. Boost productivity and manage your sales cycle from end-to-end
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