Connect Nutshell and convi to Build Intelligent Automations

Choose a Trigger

Nutshell

When this happens...

Choose an Action

convi

Automatically do this!

Enable Integrations or automations with these events of Nutshell and convi

Enable Integrations or automations with these events of Nutshell and convi

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 convi?

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

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

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

How often does the data sync between Nutshell and convi?

The data sync between Nutshell and convi 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 convi?

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 convi?

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

Learn More
convi

About convi

Convi is an AI-driven video prospecting tool, personalizing outreach to boost call bookings, simplifying your lead engagement process.

Learn More