
When this happens...

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List a Form File
Delete User Report
Delete Submission Data
Delete Form
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new submission has been added to a specific form.
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.

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To start, connect both your Nutshell and Jotform accounts to viaSocket. Once connected, you can set up a workflow where an event in Nutshell triggers actions in Jotform (or vice versa).
Absolutely. You can customize how Nutshell data is recorded in Jotform. This includes choosing which data fields go into which fields of Jotform, setting up custom formats, and filtering out unwanted information.
The data sync between Nutshell and Jotform 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 Jotform. 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 MoreJotform is an online form builder that allows users to create and manage forms for all types of data collection. It provides a user-friendly interface with drag-and-drop form elements and a wide range of integration options.
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