Connect Nutshell and Guidebook
Integrate Nutshell with Guidebook to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Nutshell + Guidebook flows
Start from a real workflow other teams are already running.
Choose a trigger
Nutshell
When this happens...
- Request a new Trigger for Nutshell
Choose an action
Guidebook
Automatically do this!
Update a Guide
Create a Custom List Item
Create a Custom List
Create Menu Item
Create Attendees
Connect Item to Main Custom List
Create a Session
Update a Session
Delete a Session
Create a Folder
Create Schedule Track
Create Video
Create Webviews
Create Location
Create Question Set
Find User in Nutshell when New Guide in Guidebook
Use this flowCreate Company in Nutshell when New Guide in Guidebook
Use this flowList Users in Nutshell when New Guide in Guidebook
Use this flowList Account in Nutshell when New Guide in Guidebook
Use this flowList Account Type in Nutshell when New Guide in Guidebook
Use this flowList Activities in Nutshell when New Guide in Guidebook
Use this flowList Activity Types in Nutshell when New Guide in Guidebook
Use this flowList Custom Fields For Leads from Nutshell when New Guide in Guidebook
Use this flowList Items For Leads in Nutshell when New Guide in Guidebook
Use this flowList Leads in Nutshell when New Guide in Guidebook
Use this flowSupported Triggers & Actions
Everything you can automate between Nutshell and Guidebook.
When this happensTriggers
A trigger is an event that starts a workflow.
New Guide
Trigger when a new guide is created.
New Attendee(s)
Trigger when a new new attendee is created.
New Menu Item
Trigger when new menu item is created.
New Custom List
Trigger when a new custom list is created.
New Custom List Item(s)
Trigger when a new custom list item(s) created
New Session
Trigger when a new session is created.
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.
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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.
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About Nutshell
Nutshell is an affordable, easy-to-use CRM that helps small-business sales teams win more deals.
Learn more
About Guidebook
Guide Book is a comprehensive digital platform that provides tools for creating mobile guides and personalized content delivery, helping organizations engage their audiences effectively.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Nutshell and Guidebook 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 Guidebook 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 Guidebook. No coding required.
Yes. You can set up a workflow where Nutshell triggers actions in Guidebook, and a separate workflow where Guidebook 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 Guidebook. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Nutshell and Guidebook integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
