IntegrationsNutshellRobocorp
Nutshell + Robocorp

Connect Nutshell and Robocorp to Build Intelligent Automations

Choose a Trigger

Nutshell

When this happens...

Choose an Action

Robocorp

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Process Run completed

Process Run completed

Triggers when a process run is completed.

Process Run Unresolved

Process Run Unresolved

Triggers when a process run is Unresolved.

Process Run Started

Process Run Started

Triggers when a process run is started.

Assistant created

Assistant created

Trigger when a Assistant created.

Process Created

Process Created

Trigger when a Process created.

Task Packages Created

Task Packages Created

Trigger when a new task packages.

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 Robocorp?

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

Can we customize how data from Nutshell is recorded in Robocorp?

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

How often does the data sync between Nutshell and Robocorp?

The data sync between Nutshell and Robocorp 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 Robocorp?

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 Robocorp?

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

About Robocorp

Robocorp is a leading platform in the field of robotic process automation (RPA), providing tools and solutions to automate repetitive tasks and workflows. It empowers businesses to enhance productivity and efficiency by leveraging advanced automation technologies.

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