Connect Nutshell and Cognitive Invoice to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Nutshell
Choose an Action
Automatically do this!
- Request a new Action for Cognitive Invoice
Enable Integrations or automations with these events of Nutshell and Cognitive Invoice
Enable Integrations or automations with these events of Nutshell and Cognitive Invoice
Actions
Find User
Finds an existing User by email.
Create Company
Creates a new Company.
List Users
Get list of users
List Account
Get all accounts and associated data in your Nutshell instance.
List Account Type
Get a list of all account types in a Nutshell instance.
List Activities
List all activities.
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Frequently Asked Questions
To start, connect both your Nutshell and Cognitive Invoice accounts to viaSocket. Once connected, you can set up a workflow where an event in Nutshell triggers actions in Cognitive Invoice (or vice versa).
Absolutely. You can customize how Nutshell data is recorded in Cognitive Invoice. This includes choosing which data fields go into which fields of Cognitive Invoice, setting up custom formats, and filtering out unwanted information.
The data sync between Nutshell and Cognitive Invoice 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 Cognitive Invoice. 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 Nutshell
Nutshell is an affordable, easy-to-use CRM that helps small-business sales teams win more deals.
Learn MoreAbout Cognitive Invoice
Cognitive Invoice is a platform built on deep learning which automates invoice processing workflows. Automate invoice data extraction, build your workflows to ingest, capture, validate and post invoices to system of your choice – no coding required.
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