Enable Integrations or automations with these events of Nutshell and Upwave
Finds an existing User by email.
Creates a new Company.
Get list of users
Get all accounts and associated data in your Nutshell instance.
Get a list of all account types in a Nutshell instance.
List all activities.
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To start, connect both your Nutshell and Upwave accounts to viaSocket. Once connected, you can set up a workflow where an event in Nutshell triggers actions in Upwave (or vice versa).
Absolutely. You can customize how Nutshell data is recorded in Upwave. This includes choosing which data fields go into which fields of Upwave, setting up custom formats, and filtering out unwanted information.
The data sync between Nutshell and Upwave 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 Upwave. 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 is an affordable, easy-to-use CRM that helps small-business sales teams win more deals.
Learn MoreUpwave is a versatile project management and collaboration tool designed to help teams streamline their workflows, track progress, and achieve their goals efficiently. With features like task management, visual boards, and real-time collaboration, Upwave empowers teams to stay organized and productive.
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