
When this happens...

Automatically do this!
Enable Integrations or automations with these events of Nutshell and givingx
Finds an existing User by email.
Creates a new Company.
Get list of users
Get all accounts and associated data in your Nutshell instance.
Get a list of all account types in a Nutshell instance.
List all activities.
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Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Nutshell and givingx accounts to viaSocket. Once connected, you can set up a workflow where an event in Nutshell triggers actions in givingx (or vice versa).
Absolutely. You can customize how Nutshell data is recorded in givingx. This includes choosing which data fields go into which fields of givingx, setting up custom formats, and filtering out unwanted information.
The data sync between Nutshell and givingx 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 givingx. 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 is an affordable, easy-to-use CRM that helps small-business sales teams win more deals.
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