Connect Nutshell and Microsoft Sharepoint to Build Intelligent Automations
Ready to use Nutshell and Microsoft Sharepoint automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New List Created
Triggers when new list is created.
New List Item Created
Triggers when new item in the list is created.
Updated List Item
Trigger when existing item in the list is updated.
Do thisActions
Action is the task that follows automatically within your Nutshell integrations.
Find User
Finds an existing User by email.
Create Company
Creates a new Company.
List Users
Get list of users
List Account
Get all accounts and associated data in your Nutshell instance.
List Account Type
Get a list of all account types in a Nutshell instance.
List Activities
List all activities.
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Step by step guides to integrate Nutshell and Microsoft Sharepoint
Frequently Asked Questions
To start, connect both your Nutshell and Microsoft Sharepoint accounts to viaSocket. Once connected, you can set up a workflow where an event in Nutshell triggers actions in Microsoft Sharepoint (or vice versa).
Absolutely. You can customize how Nutshell data is recorded in Microsoft Sharepoint. This includes choosing which data fields go into which fields of Microsoft Sharepoint, setting up custom formats, and filtering out unwanted information.
The data sync between Nutshell and Microsoft Sharepoint 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 Microsoft Sharepoint. 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.
About Nutshell
Nutshell is an affordable, easy-to-use CRM that helps small-business sales teams win more deals.
Learn MoreAbout Microsoft Sharepoint
Microsoft SharePoint is a service that helps organizations share content to quickly find information and seamlessly collaborate.
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