
When this happens...

Automatically do this!
Create Workspace
Update Workspace
Delete Workspace
Update Account
When this happensTriggers
A trigger is an event that starts a workflow.
Trigger when new workspace is created.
Action is the task that follows automatically within your Nutshell integrations.
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.
List all activities.

Connect Nutshell to your favorite apps with viaSocket. Auto-sync data between Nutshell and Square, Typeform, Freshdesk, Calendly, Dropbox, Facebook Messenger, and more. Unify workflows, reduce manual data entry, and keep every customer interaction in context.

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To start, connect both your Nutshell and Botpress accounts to viaSocket. Once connected, you can set up a workflow where an event in Nutshell triggers actions in Botpress (or vice versa).
Absolutely. You can customize how Nutshell data is recorded in Botpress. This includes choosing which data fields go into which fields of Botpress, setting up custom formats, and filtering out unwanted information.
The data sync between Nutshell and Botpress 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 Nutshell and Botpress. 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 is an affordable, easy-to-use CRM that helps small-business sales teams win more deals.
Learn MoreBotpress is a leading open-source platform designed for creating, managing, and deploying chatbots. It offers a comprehensive suite of tools for developers to build intelligent conversational agents that can be integrated into various applications and services. With its modular architecture and user-friendly interface, Botpress simplifies the process of developing chatbots, making it accessible for both technical and non-technical users.
Learn More