Connect Nutshell and cody to Build Intelligent Automations

Choose a Trigger

Nutshell

When this happens...

Choose an Action

cody

Automatically do this!

Enable Integrations or automations with these events of Nutshell and cody

Enable Integrations or automations with these events of Nutshell and cody

Actions

Find User

Find User

Finds an existing User by email.

Create Company

Create Company

Creates a new Company.

List Users

List Users

Get list of users

List Account

List Account

Get all accounts and associated data in your Nutshell instance.

List Account Type

List Account Type

Get a list of all account types in a Nutshell instance.

List Activities

List Activities

List all activities.

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Frequently Asked Questions

How do I start an integration between Nutshell and cody?

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

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

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

How often does the data sync between Nutshell and cody?

The data sync between Nutshell and cody 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 cody?

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 cody?

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

About cody

Cody is an intelligent AI assistant like ChatGPT – with the added benefit of being able to train it on your business, processes with your own knowledge base.

Learn More