Connect Nutshell and Whautomate to Build Intelligent Automations

Choose a Trigger

Nutshell

When this happens...

Choose an Action

Whautomate

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Client

New Client

Triggers when a new client is created in whautomate

New Contact

New Contact

Triggers when a new contact is created

New Appointment Scheduled

New Appointment Scheduled

Triggers when a new appointment is scheduled

Appointment Cancelled

Appointment Cancelled

Triggers when the appointment is cancelled

Appointment Reschedule

Appointment Reschedule

Triggers when an existing appointment is reschedule

Client Tag Created

Client Tag Created

Triggers when a client is added to a tag

Do thisActions

Action is the task that follows automatically within your Nutshell integrations.

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 Whautomate?

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

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

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

How often does the data sync between Nutshell and Whautomate?

The data sync between Nutshell and Whautomate 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 Whautomate?

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 Whautomate?

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

About Whautomate

Whautomate is a powerful automation tool designed to streamline communication processes through WhatsApp. It enables businesses to automate their messaging workflows, manage customer interactions, and enhance engagement with personalized responses. With Whautomate, users can efficiently handle customer queries, send bulk messages, and integrate with other business tools for a seamless communication experience.

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