Connect Nutshell and Simpro
Integrate Nutshell with Simpro to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Find User in Nutshell when New Company Customer in Simpro
List Users in Nutshell when New Company Customer in Simpro
List Account in Nutshell when New Company Customer in Simpro
List Account Type in Nutshell when New Company Customer in Simpro
List Activities in Nutshell when New Company Customer in Simpro
Popular Nutshell + Simpro flows
Start from a real workflow other teams are already running.
Choose a trigger
Nutshell
When this happens...
New Lead Created
New Lead Marked Won
Choose an action
Simpro
Automatically do this!
Create Contact
Create Company Customer
Create Individual Customer
Create Service Job
Find Job
Find Schedule
Find Quote
Find Company Customer
Create Schedule
Find Contact
Find Individual Customer
List Contact
List Customers
List Employees
List Sites
List Jobs
List All Quotes
List all Invoices
List All Customer Payments
List All Recurring Invoices
List All Customer Groups
List All Customer Profiles
List All Labor Rates
List All Schedule Rates
List All Service Fees
Find User in Nutshell when New Company Customer in Simpro
Use this flowList Users in Nutshell when New Company Customer in Simpro
Use this flowList Account in Nutshell when New Company Customer in Simpro
Use this flowList Account Type in Nutshell when New Company Customer in Simpro
Use this flowList Activities in Nutshell when New Company Customer in Simpro
Use this flowList Activity Types in Nutshell when New Company Customer in Simpro
Use this flowList Custom Fields For Leads from Nutshell when New Company Customer in Simpro
Use this flowList Items For Leads in Nutshell when New Company Customer in Simpro
Use this flowList Leads in Nutshell when New Company Customer in Simpro
Use this flowList Contacts in Nutshell when New Company Customer in Simpro
Use this flowSupported Triggers & Actions
Everything you can automate between Nutshell and Simpro.
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead Created
Runs when a new lead is created in Nutshell, within a configurable polling window.
New Lead Marked Won
Runs when a lead is marked won within a chosen time window.
New Company Customer
Triggers when a new company customer is created
Company Customer Updated
Triggers when a new customer is updated
New Individual Customer
Triggers when a new individual customer is created
Individual Customer Updated
Triggers when a new individual customer 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.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Nutshell
Nutshell is an affordable, easy-to-use CRM that helps small-business sales teams win more deals.
Learn more
About Simpro
Simpro is a field service and job management software package. Optimize workflow processes & field service operations for trade businesses.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Nutshell and Simpro accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Nutshell and Simpro as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Simpro. No coding required.
Yes. You can set up a workflow where Nutshell triggers actions in Simpro, and a separate workflow where Simpro triggers actions in Nutshell. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Nutshell and Simpro. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Nutshell and Simpro integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
