Integrations Nutshell Process Street
Nutshell + Process Street

Connect Nutshell and Process Street to Build Intelligent Automations

Choose a Trigger

Nutshell

When this happens...

Choose an Action

Process Street

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Workflow Run

New Workflow Run

Triggers when a workflow is run.

Workflow Run Completed

Workflow Run Completed

Triggers when a workflow run is completed.

New Task Checked

New Task Checked

Triggers when a task is checked off in a workflow.

Task Ready

Task Ready

Triggers when a task is ready to be worked on.

Data Set Record Created

Data Set Record Created

Triggers when a new record is added to a data set.

Data Set Record Updated

Data Set Record Updated

Triggers when an existing record is updated in a data set.

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 Process Street?

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).

Can we customize how data from Nutshell is recorded in Process Street?

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.

How often does the data sync between Nutshell and Process Street?

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.

Can I filter or transform data before sending it from Nutshell to Process Street?

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 Process Street?

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

About Nutshell

Nutshell is an affordable, easy-to-use CRM that helps small-business sales teams win more deals.

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Process Street

About Process Street

Automate your team's recurring tasks and workflows with Process Street, a powerful process management and checklist tool designed to enhance productivity and collaboration.

Learn More