Connect Nutshell and immedio to Build Intelligent Automations

Choose a Trigger

Nutshell

When this happens...

Choose an Action

immedio

Automatically do this!

Enable Integrations or automations with these events of Nutshell and immedio

Enable Integrations or automations with these events of Nutshell and immedio

Actions

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 immedio?

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

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

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

How often does the data sync between Nutshell and immedio?

The data sync between Nutshell and immedio 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 immedio?

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 immedio?

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

About immedio

immedio allows your prospects to book a meeting directly from the thanks page after they requested a brochure or demo in your website.

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