Connect Nutshell and Symbl.ai to Build Intelligent Automations

Choose a Trigger

Nutshell

When this happens...

Choose an Action

Symbl.ai

Automatically do this!

Enable Integrations or automations with these events of Nutshell and Symbl.ai

Enable Integrations or automations with these events of Nutshell and Symbl.ai

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.

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between Nutshell and Symbl.ai?

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

Can we customize how data from Nutshell is recorded in Symbl.ai?

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

How often does the data sync between Nutshell and Symbl.ai?

The data sync between Nutshell and Symbl.ai 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 Symbl.ai?

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 Symbl.ai?

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

Learn More
Symbl.ai

About Symbl.ai

Symbl.ai is a cutting-edge AI platform that provides advanced conversational intelligence capabilities. It enables developers and businesses to integrate real-time speech-to-text, sentiment analysis, topic detection, and other AI-driven insights into their applications. With Symbl.ai, users can enhance their communication tools, improve customer interactions, and gain valuable insights from conversations.

Learn More