Connect Nutshell and Survey Mechanics to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Nutshell
Choose an Action
Automatically do this!
- Request a new Action for Survey Mechanics
Enable Integrations or automations with these events of Nutshell and Survey Mechanics
Enable Integrations or automations with these events of Nutshell and Survey Mechanics
Actions
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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Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
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Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
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Frequently Asked Questions
To start, connect both your Nutshell and Survey Mechanics accounts to viaSocket. Once connected, you can set up a workflow where an event in Nutshell triggers actions in Survey Mechanics (or vice versa).
Absolutely. You can customize how Nutshell data is recorded in Survey Mechanics. This includes choosing which data fields go into which fields of Survey Mechanics, setting up custom formats, and filtering out unwanted information.
The data sync between Nutshell and Survey Mechanics 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 Survey Mechanics. 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 Survey Mechanics
This is a test app built on behalf of Survey Mechanics to integrate the data captured through surveys in their platform to other APIs through Zaps.
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