Connect Nutshell and Upwave to Build Intelligent Automations

Choose a Trigger

Nutshell

When this happens...

Choose an Action

Upwave

Automatically do this!

Enable Integrations or automations with these events of Nutshell and Upwave

Enable Integrations or automations with these events of Nutshell and Upwave

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.

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Frequently Asked Questions

How do I start an integration between Nutshell and Upwave?

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).

Can we customize how data from Nutshell is recorded in Upwave?

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.

How often does the data sync between Nutshell and Upwave?

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.

Can I filter or transform data before sending it from Nutshell to Upwave?

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 Upwave?

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

About Nutshell

Nutshell is an affordable, easy-to-use CRM that helps small-business sales teams win more deals.

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Upwave

About Upwave

Upwave 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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