IntegrationsNutshellManifestly Checklists
Nutshell + Manifestly Checklists

Connect Nutshell and Manifestly Checklists to Build Intelligent Automations

Choose a Trigger

Nutshell

When this happens...

Choose an Action

Manifestly Checklists

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Run

New Run

Triggers when a run is started.

Complete Step

Complete Step

Triggers when a workflow step is completed

Step Late

Step Late

Triggers when the workflow step is late.

Run started

Run started

Triggers when the workflow is started.

Run late

Run late

Triggers when the workflow is late.

Run Completed

Run Completed

Triggers when the workflow is completed.

Request a new Trigger for Nutshell

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 Manifestly Checklists?

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

Can we customize how data from Nutshell is recorded in Manifestly Checklists?

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

How often does the data sync between Nutshell and Manifestly Checklists?

The data sync between Nutshell and Manifestly Checklists 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 Manifestly Checklists?

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 Manifestly Checklists?

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

Learn More
Manifestly Checklists

About Manifestly Checklists

Manifestly Checklists software improves collaboration and accountability in your organization's recurring processes.

Learn More