
When this happens...
New Customer
New Dispatch
New Invoice
New Order
New Payment
New Product
Updated Customer
Updated Inventory Level
Updated Order
Delete Customer
Deleted Invoice
Updated Product
Deleted Product
Deleted Order

Automatically do this!
Find User
Create Company
List Users
List Account
List Account Type
List Activities
List Activity Types
List Custom Fields For Leads
List Items For Leads
List Leads
List Contacts
List Applicable Custom Fields
List Notes
List lead products
List Sources
List Stages
List Pipelines
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new customer is created.
Triggers when a new dispatch is created.
Triggers when a new invoice is created.
Triggers when a new order is created.
Triggers when a new payment is created.
Triggers when a new product is created.
Action is the task that follows automatically within your Orderspace integrations.
Creating a new customer
Create a dispatch.
Create a new order.
Create a new price list.
Update the on-hand inventory levels.
Finds an existing User by email.

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To start, connect both your Orderspace and Nutshell accounts to viaSocket. Once connected, you can set up a workflow where an event in Orderspace triggers actions in Nutshell (or vice versa).
Absolutely. You can customize how Orderspace data is recorded in Nutshell. This includes choosing which data fields go into which fields of Nutshell, setting up custom formats, and filtering out unwanted information.
The data sync between Orderspace and Nutshell 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 Orderspace and Nutshell. 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.
Orderspace makes it simple for businesses to manage and accept wholesale orders online, offering an easy and efficient ordering experience.
Learn MoreNutshell is an affordable, easy-to-use CRM that helps small-business sales teams win more deals.
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