Connect Recras and Nutshell
Integrate Recras with Nutshell to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Recras + Nutshell flows
Start from a real workflow other teams are already running.
Choose a trigger
Recras
When this happens...
New Booking Created
New Contact
Invoice Sent
New Start Moment
New Attachment
New Company
Update Payment Method
Booking Updated
New BookProcess
Update BookProcess
New Contact Form
Update Contact Form
New Customer
Update Customer
New Discount Code
Update Discount Code
New Qualification
Update Qualification
New Location
Update Location
New Material
Update Material
New PdfTemplate
Update PdfTemplate
New ProductGroup
Update ProductGroup
New Standard Attachment
Update Standard Attachment
New Start Moment Group
Update Start Moment Group
New Status reminder
New Voucher
New VoucherTemplate
Update VoucherTemplate
Choose an action
Nutshell
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
Find User in Nutshell when New Booking Created in Recras
Use this flowCreate Company in Nutshell when New Booking Created in Recras
Use this flowList Users in Nutshell when New Booking Created in Recras
Use this flowList Account in Nutshell when New Booking Created in Recras
Use this flowList Account Type in Nutshell when New Booking Created in Recras
Use this flowList Activities in Nutshell when New Booking Created in Recras
Use this flowList Activity Types in Nutshell when New Booking Created in Recras
Use this flowList Custom Fields For Leads from Nutshell when New Booking Created in Recras
Use this flowList Items For Leads in Nutshell when New Booking Created in Recras
Use this flowList Leads in Nutshell when New Booking Created in Recras
Use this flowSupported Triggers & Actions
Everything you can automate between Recras and Nutshell.
When this happensTriggers
A trigger is an event that starts a workflow.
New Booking Created
Runs when a new booking is created in Recras.
New Contact
Triggers when a new contact is created.
Invoice Sent
Triggers when an invoice is (marked as) sent.
New Start Moment
Triggers when a new start moment is created.
New Attachment
Triggers when a new attachment is created.
New Company
Triggers when a new company is created.
Do thisActions
Action is the task that follows automatically within your Recras integrations.
Create Start moment
Creates a start moment in recras.
Update Start moment
Updates a start moment in recras.
Find Customer
Find a customer using their ID.
Find User
Finds an existing User by email.
Create Company
Creates a new Company.
List Users
Get list of users
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Nutshell
Nutshell is an affordable, easy-to-use CRM that helps small-business sales teams win more deals.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Recras and Nutshell accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Recras and Nutshell as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Nutshell. No coding required.
Yes. You can set up a workflow where Recras triggers actions in Nutshell, and a separate workflow where Nutshell triggers actions in Recras. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Recras and Nutshell. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Recras and Nutshell integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
