
When this happens...

Automatically do this!
Enable Integrations or automations with these events of Nutshell and rock
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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Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Nutshell and rock accounts to viaSocket. Once connected, you can set up a workflow where an event in Nutshell triggers actions in rock (or vice versa).
Absolutely. You can customize how Nutshell data is recorded in rock. This includes choosing which data fields go into which fields of rock, setting up custom formats, and filtering out unwanted information.
The data sync between Nutshell and rock 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 rock. 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 MorePurpose-built for remote teams. Messaging, tasks, notes, Google Drive, and Zoom together.
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