Connect Nutshell and total-synergy 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 total-synergy
Enable Integrations or automations with these events of Nutshell and total-synergy
Enable Integrations or automations with these events of Nutshell and total-synergy
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.
Explore more automations built by businesses and experts
Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your Nutshell and total-synergy accounts to viaSocket. Once connected, you can set up a workflow where an event in Nutshell triggers actions in total-synergy (or vice versa).
Absolutely. You can customize how Nutshell data is recorded in total-synergy. This includes choosing which data fields go into which fields of total-synergy, setting up custom formats, and filtering out unwanted information.
The data sync between Nutshell and total-synergy 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 total-synergy. 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 total-synergy
Synergy is a project and business management software solution for Architecture, Engineering and Construction (AEC) Design Businesses.
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