Connect Nutshell and M91
Integrate Nutshell with M91 to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Get Channel Alert by ID from M91 when New Lead Created in Nutshell
Invite Direct Recipient via M91 when New Lead Created in Nutshell
Invite Channel Members to a channel in M91 when New Lead Created in Nutshell
Create Channel in M91 when New Lead Created in Nutshell
Send Direct Alert via M91 when New Lead Created in Nutshell
Popular Nutshell + M91 flows
Start from a real workflow other teams are already running.
Choose a trigger
Nutshell
When this happens...
New Lead Created
New Lead Marked Won
Choose an action
M91
Automatically do this!
Get Channel Alert by ID
Invite Direct Recipient
Get Direct Alert by ID
Invite Channel Members
Create Channel
Send Direct Alert
Send Channel Alert
Close Channel Alert
Delete Direct Recipient
Delete Channel Member
Close Direct Alert
Get Channel Alert by ID from M91 when New Lead Created in Nutshell
Use this flowInvite Direct Recipient via M91 when New Lead Created in Nutshell
Use this flowInvite Channel Members to a channel in M91 when New Lead Created in Nutshell
Use this flowCreate Channel in M91 when New Lead Created in Nutshell
Use this flowSend Direct Alert via M91 when New Lead Created in Nutshell
Use this flowSend Channel Alert via M91 when New Lead Created in Nutshell
Use this flowDelete Direct Recipient from M91 when New Lead Created in Nutshell
Use this flowDelete Channel Member from M91 when New Lead Created in Nutshell
Use this flowClose Direct Alert in M91 when New Lead Created in Nutshell
Use this flowGet Channel Alert by ID from M91 when New Lead Marked Won in Nutshell
Use this flowSupported Triggers & Actions
Everything you can automate between Nutshell and M91.
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead Created
Runs when a new lead is created in Nutshell, within a configurable polling window.
New Lead Marked Won
Runs when a lead is marked won within a chosen time window.
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 M91
M91 is an alert escalation platform that routes critical notifications to the right people through push, SMS, and voice calls until an alert is acknowledged. It supports actionable alerts and sends responders’ actions back to the originating system.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Nutshell and M91 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 M91 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 M91. No coding required.
Yes. You can set up a workflow where Nutshell triggers actions in M91, and a separate workflow where M91 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 M91. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Nutshell and M91 integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
