
When this happens...

Automatically do this!
Create New
Change Ticket State
Reopen Ticket
Close Ticket
Change Assigned Agent
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a ticket is closed
Triggers when a ticket is tagged
Triggers when a ticket's priority is change
Triggers when a new ticket is created.
Triggers when a ticket is opened.
Triggers when a ticket is moved to a different mailbox.
Action is the task that follows automatically within your Nutshell integrations.
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.

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

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 Groove accounts to viaSocket. Once connected, you can set up a workflow where an event in Nutshell triggers actions in Groove (or vice versa).
Absolutely. You can customize how Nutshell data is recorded in Groove. This includes choosing which data fields go into which fields of Groove, setting up custom formats, and filtering out unwanted information.
The data sync between Nutshell and Groove 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 Groove. 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.
Learn MoreGroove is a customer service platform designed to help businesses manage their customer support tickets, streamline communication, and improve overall customer satisfaction.
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