Connect Nutshell and Easybill
Integrate Nutshell with Easybill to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Update Customer Groups in Easybill when New Lead Created in Nutshell
Create Project in Easybill when New Lead Created in Nutshell
Create Text Template in Easybill when New Lead Created in Nutshell
Convert Document using Easybill when New Lead Created in Nutshell
Delete Document Payment in Easybill when New Lead Created in Nutshell
Popular Nutshell + Easybill flows
Start from a real workflow other teams are already running.
Choose a trigger
Nutshell
When this happens...
New Lead Created
New Lead Marked Won
Choose an action
Easybill
Automatically do this!
Create Customer
Delete Customer
Update Customer
Create Customer Groups
Delete Customer Group
Update Customer Groups
List Customer Groups
Create Discount Position
Create Position
Delete Position
Find Invoice Items
Update Position
Update Position Discount
Get Discount Position
Delete Discount Position
Create Discount Position Group
Create Position Groups
Get Position Groups
Update Position Groups
Delete Position Groups
Get Discount Position Group
Update Discount Position Groups
Delete Discount Position Group
Create Project
Get Project
Update Project
Delete Project
Create Task
Get Task
Update Task
Delete Task
Create Text Template
Get Text Templates
Update Text Template
Delete Text Template
Create Serial Number
Get Serial Number
Delete Serial Number
Create Stock
Get Stock
Create Document
Delete Document
Update Document
Cancel Document
Send Document
Convert Document
Create Document Payments
Get Document Payment
Delete Document Payment
Create Time Tracking
Update Time Tracking
Delete Tracking Time
Create SEPA Payment
Update SEPA Payment
Delete SEPA Payment
Create a Contact
Update a Contact
Delete Contact
Delete Post-Boxes
Complete Document
Find Documents
Search Customers
List Projects
List Positions
Update Customer Groups in Easybill when New Lead Created in Nutshell
Use this flowCreate Project in Easybill when New Lead Created in Nutshell
Use this flowCreate Text Template in Easybill when New Lead Created in Nutshell
Use this flowConvert Document using Easybill when New Lead Created in Nutshell
Use this flowDelete Document Payment in Easybill when New Lead Created in Nutshell
Use this flowUpdate Time Tracking in Easybill when New Lead Created in Nutshell
Use this flowCreate a Contact in Easybill when New Lead Created in Nutshell
Use this flowList Positions from Easybill when New Lead Created in Nutshell
Use this flowUpdate Customer Groups in Easybill when New Lead Marked Won in Nutshell
Use this flowCreate Project in Easybill when New Lead Marked Won in Nutshell
Use this flowSupported Triggers & Actions
Everything you can automate between Nutshell and Easybill.
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead Created
Runs when a new lead is created in Nutshell, within a configurable polling window.
New Lead Marked Won
Runs when a lead is marked won within a chosen time window.
New Document Created
Triggered when a new Document is created in Easybill.
Project Updated
Triggered when an project is updated in Easybill.
New Project Created
Triggered when a new Project is created in Easybill.
Project Deleted
Triggered when an project is deleted in Easybill.
Do thisActions
Action is the task that follows automatically within your Nutshell integrations.
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.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
Trusted by Thousands. Recognized by the Best.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
From idea to automation.
AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
Learn More About Automation
Simple Ways to Automate Nutshell with viaSocket
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.
How viaSocket Works | A Complete Guide
Discover viaSocket, an AI-powered workflow automation platform with 2,300+ integrations. Learn what it is, how it works, and how to set up no-code automated workflows.
5 Simple Automation Hacks to Make Your Team Free
Five practical automation hacks to cut repetitive tasks and boost productivity using viaSocket, covering lead generation, onboarding, accounting, support, and HR.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Explore workflow automation: its definition, benefits, how it works, real-world examples, and how to automate with viaSocket.
viaSocket Support
We're here to help
Instant answers
AI assistant available 24/7
Expert support
Connect with our specialists
Trusted & secure
Your data is safe with us
Start automating Nutshell and Easybill free
No credit card required. Set up your first workflow in minutes.
About Nutshell
Nutshell is an affordable, easy-to-use CRM that helps small-business sales teams win more deals.
Learn more
About Easybill
Easybill is a comprehensive invoicing and billing platform designed to simplify the process of creating, managing, and sending invoices. It offers features such as automated invoice generation, expense tracking, and financial reporting, making it an ideal solution for businesses looking to streamline their billing operations.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Nutshell and Easybill accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Nutshell and Easybill as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Easybill. No coding required.
Yes. You can set up a workflow where Nutshell triggers actions in Easybill, and a separate workflow where Easybill triggers actions in Nutshell. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Nutshell and Easybill. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Nutshell and Easybill integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
