Connect Nutshell and Optform
Integrate Nutshell with Optform to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Find User in Nutshell when Receives New Form Submission from Optform
Create Company in Nutshell when Receives New Form Submission from Optform
List Users in Nutshell when Receives New Form Submission from Optform
List Account in Nutshell when Receives New Form Submission from Optform
List Account Type in Nutshell when Receives New Form Submission from Optform
Popular Nutshell + Optform flows
Start from a real workflow other teams are already running.
Choose a trigger
Nutshell
When this happens...
- Request a new Trigger for Nutshell
Choose an action
Optform
Automatically do this!
- Request a new Action for Optform
Find User in Nutshell when Receives New Form Submission from Optform
Use this flowCreate Company in Nutshell when Receives New Form Submission from Optform
Use this flowList Users in Nutshell when Receives New Form Submission from Optform
Use this flowList Account in Nutshell when Receives New Form Submission from Optform
Use this flowList Account Type in Nutshell when Receives New Form Submission from Optform
Use this flowList Activities in Nutshell when Receives New Form Submission from Optform
Use this flowList Activity Types in Nutshell when Receives New Form Submission from Optform
Use this flowList Custom Fields For Leads from Nutshell when Receives New Form Submission from Optform
Use this flowList Items For Leads in Nutshell when Receives New Form Submission from Optform
Use this flowList Leads in Nutshell when Receives New Form Submission from Optform
Use this flowSupported Triggers & Actions
Everything you can automate between Nutshell and Optform.
When this happensTriggers
A trigger is an event that starts a workflow.
Receives New Form Submission
Runs when a new form submission is received in Optform.
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 Optform
Optform is a versatile platform designed to streamline form creation and data collection for businesses and individuals. With its user-friendly interface, Optform allows users to easily design, distribute, and analyze forms, making it an essential tool for efficient data management.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Nutshell and Optform 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 Optform 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 Optform. No coding required.
Yes. You can set up a workflow where Nutshell triggers actions in Optform, and a separate workflow where Optform 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 Optform. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Nutshell and Optform integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
