Connect Nutshell and Freelo to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Nutshell
Choose an Action
Automatically do this!
Create Project
List Invited Projects
Archive Project
Activate Project
Delete Project
List Archived Projects
List Projects
Create Tasklist
List Tasklists
Create Task
List Tasks
Active Tasks
Finish Task
Update Task
Delete Task
List Subtask
Create Subtask
Create Comment
List Comments
Create Work Report
List Work Reports
List Issued Invoices
Get Issued Invoices
Mark as Invoiced
Invite Users to the Projects by Email
Invite Users to the Projects by Users ID
List Users
List Files
List Notifications
List Events
List States
List Custom Fields Types
List Custom Filters
Ready to use Nutshell and Freelo automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Task Created
Triggered when a new task is created in a project.
Project Created
Triggered when a project is created.
Work Report Updated
Triggered when a work report is updated.
Comment Updated
Triggered when a comment is updated.
Task Updated
Triggered when a task is updated.
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.
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Frequently Asked Questions
To start, connect both your Nutshell and Freelo accounts to viaSocket. Once connected, you can set up a workflow where an event in Nutshell triggers actions in Freelo (or vice versa).
Absolutely. You can customize how Nutshell data is recorded in Freelo. This includes choosing which data fields go into which fields of Freelo, setting up custom formats, and filtering out unwanted information.
The data sync between Nutshell and Freelo 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 Freelo. 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 Freelo
Freelo is a comprehensive project management and team collaboration tool designed to streamline workflows, enhance productivity, and facilitate seamless communication among team members. It offers features such as task management, time tracking, file sharing, and project planning, making it an ideal solution for businesses and teams looking to improve their project execution and collaboration efforts.
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