Integrations Nutshell Savvy Folders
Nutshell + Savvy Folders

Connect Nutshell and Savvy Folders to Build Intelligent Automations

Choose a Trigger

Nutshell

When this happens...

Choose an Action

Savvy Folders

Automatically do this!

Enable Integrations or automations with these events of Nutshell and Savvy Folders

Enable Integrations or automations with these events of Nutshell and Savvy Folders

Actions

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 Savvy Folders?

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

Can we customize how data from Nutshell is recorded in Savvy Folders?

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

How often does the data sync between Nutshell and Savvy Folders?

The data sync between Nutshell and Savvy Folders 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 Savvy Folders?

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 Savvy Folders?

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

About Savvy Folders

Savvy Folders is a cutting-edge platform designed to streamline and enhance your file management and storage needs. With intuitive features and robust security, it offers a seamless experience for organizing, sharing, and accessing your digital files from anywhere, at any time. Ideal for both personal and professional use, Savvy Folders ensures that your documents are always at your fingertips, making collaboration and productivity effortless.

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