Connect Nutshell and Wealthsimple to Build Intelligent Automations
Enable Integrations or automations with these events of Nutshell and Wealthsimple
Enable Integrations or automations with these events of Nutshell and Wealthsimple
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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- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
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Frequently Asked Questions
To start, connect both your Nutshell and Wealthsimple accounts to viaSocket. Once connected, you can set up a workflow where an event in Nutshell triggers actions in Wealthsimple (or vice versa).
Absolutely. You can customize how Nutshell data is recorded in Wealthsimple. This includes choosing which data fields go into which fields of Wealthsimple, setting up custom formats, and filtering out unwanted information.
The data sync between Nutshell and Wealthsimple 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 Wealthsimple. 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 More
About Wealthsimple
Wealthsimple is a leading online investment management service that provides financial tools and advice to help individuals manage their investments and grow their wealth. With a focus on simplicity and transparency, Wealthsimple offers a range of services including automated investing, retirement planning, and personalized financial advice, making it accessible for both novice and experienced investors.
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