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When this happensTriggers
A trigger is an event that starts a workflow.
New task created.
New task updated
Trigger when new invoice is created
Trigger when new invoice is created
Trigger when new deal is created.
Trigger when new deal is updated.
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 Productive.io accounts to viaSocket. Once connected, you can set up a workflow where an event in Nutshell triggers actions in Productive.io (or vice versa).
Absolutely. You can customize how Nutshell data is recorded in Productive.io. This includes choosing which data fields go into which fields of Productive.io, setting up custom formats, and filtering out unwanted information.
The data sync between Nutshell and Productive.io 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 Productive.io. 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 MoreProductive is a project management tool that includes everything you need to run a profitable agency.
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