Connect Nutshell and Guru to Build Intelligent Automations

Choose a Trigger

Nutshell

When this happens...

Choose an Action

Guru

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Card Created

Card Created

Trigger when a user creates a card.

Board Created

Board Created

Trigger when a new Board Created.

Board Updated

Board Updated

Trigger when a new Board Updated.

Board Deleted

Board Deleted

Trigger when a new Board Deleted.

Board To Pdf Created

Board To Pdf Created

Trigger when a Board To Pdf Created.

Board Viewed

Board Viewed

Trigger when an existing Board Viewed.

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 Guru?

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

Can we customize how data from Nutshell is recorded in Guru?

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

How often does the data sync between Nutshell and Guru?

The data sync between Nutshell and Guru 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 Guru?

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 Guru?

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

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Guru

About Guru

Guru is an AI-powered knowledge platform that unifies enterprise search, an internal wiki, and an intranet to deliver fast, trusted answers inside everyday workflows. It connects to tools like Google Drive, Slack, Microsoft Teams, and more to retrieve content, applies permissions-aware AI to surface context-rich responses, and helps teams keep information current through expert verification and automated reminders. The platform includes role-aware AI agents, customizable pages, and granular access controls so organizations can centralize knowledge, reduce time spent searching, and share accurate, on-brand information across departments.

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