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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a workflow is run.
Triggers when a workflow run is completed.
Triggers when a task is checked off in a workflow.
Triggers when a task is ready to be worked on.
Triggers when a new record is added to a data set.
Triggers when an existing record is updated in a data set.
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 Process Street accounts to viaSocket. Once connected, you can set up a workflow where an event in Nutshell triggers actions in Process Street (or vice versa).
Absolutely. You can customize how Nutshell data is recorded in Process Street. This includes choosing which data fields go into which fields of Process Street, setting up custom formats, and filtering out unwanted information.
The data sync between Nutshell and Process Street 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 Process Street. 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 MoreAutomate your team's recurring tasks and workflows with Process Street, a powerful process management and checklist tool designed to enhance productivity and collaboration.
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