IntegrationsNutshellauditcase
Nutshell + auditcase

Connect Nutshell and auditcase to Build Intelligent Automations

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Nutshell

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auditcase

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Frequently Asked Questions

How do I start an integration between Nutshell and auditcase?

To start, connect both your Nutshell and auditcase accounts to viaSocket. Once connected, you can set up a workflow where an event in Nutshell triggers actions in auditcase (or vice versa).

Can we customize how data from Nutshell is recorded in auditcase?

Absolutely. You can customize how Nutshell data is recorded in auditcase. This includes choosing which data fields go into which fields of auditcase, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Nutshell and auditcase?

The data sync between Nutshell and auditcase typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Nutshell to auditcase?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Nutshell and auditcase?

Yes, you can set conditional logic to control the flow of data between Nutshell and auditcase. 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.

Nutshell

About Nutshell

Nutshell is an affordable, easy-to-use CRM that helps small-business sales teams win more deals.

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auditcase

About auditcase

Dé CRM en DMS oplossing voor accountants.

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