Connect Nutshell and EyeLevel AI to Build Intelligent Automations

Choose a Trigger

Nutshell

When this happens...

Choose an Action

EyeLevel AI

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Update Documet

Update Documet

Trigger when an existing Ingest document is updated.

New Ingest Document

New Ingest Document

Trigger when new Ingest document is created.

New Group

New Group

Trigger when new Group is created.

Update Bucket

Update Bucket

Trigger when an existing bucket is updated.

New Bucket

New Bucket

Trigger when new bucket is created.

Request a new Trigger for Nutshell

Do thisActions

Action is the task that follows automatically within your Nutshell integrations.

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 EyeLevel AI?

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

Can we customize how data from Nutshell is recorded in EyeLevel AI?

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

How often does the data sync between Nutshell and EyeLevel AI?

The data sync between Nutshell and EyeLevel AI 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 EyeLevel AI?

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 EyeLevel AI?

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

About EyeLevel AI

EyeLevel allows you to launch automated chats anywhere you advertise, including from your website, QR codes, paid social, paid search, email marketing, and more. Live chat with your customers using SMS text, Slack, or Microsoft Teams.

Learn More