Connect Ricky and Nutshell
Integrate Ricky with Nutshell to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Ricky + Nutshell flows
Start from a real workflow other teams are already running.
Choose a trigger
Ricky
When this happens...
New Contact Created
Updated Contact
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
List Tags
Find Customers
Find Leads
Create Person
Create Lead
Create Tag
Find User in Nutshell when New Contact Created in Ricky
Use this flowCreate Company in Nutshell when New Contact Created in Ricky
Use this flowList Users in Nutshell when New Contact Created in Ricky
Use this flowList Account in Nutshell when New Contact Created in Ricky
Use this flowList Account Type in Nutshell when New Contact Created in Ricky
Use this flowList Activities in Nutshell when New Contact Created in Ricky
Use this flowList Activity Types in Nutshell when New Contact Created in Ricky
Use this flowList Custom Fields For Leads from Nutshell when New Contact Created in Ricky
Use this flowList Items For Leads in Nutshell when New Contact Created in Ricky
Use this flowList Leads in Nutshell when New Contact Created in Ricky
Use this flowSupported Triggers & Actions
Everything you can automate between Ricky and Nutshell.
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact Created
Runs when a contact is created in Ricky, by the API or with their first message.
Updated Contact
Runs when a contact's fields, tags or custom values are saved.
New Lead Created
Runs when a new lead is created in Nutshell, within a configurable polling window.
New Lead Marked Won
Runs when a lead is marked won within a chosen time window.
Do thisActions
Action is the task that follows automatically within your Ricky integrations.
Find Contacts
Find contacts by text, tag, owner, stage or channel, or get one contact by ID.
Add Note to Contact
Append a note to a contact, after its current notes.
Update Contact
Update the chosen details of a contact; fields you leave empty stay unchanged.
Create Contact
Create a CRM contact with name, email, phone, address, owner, tags and custom fields.
Update Contact Tags
Add or remove tags on one or more contacts (up to 100) without touching their other tags.
Find User
Finds an existing User by email.
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.
Trusted by Thousands. Recognized by the Best.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
From idea to automation.
AI will build it for you
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.
Learn More About Automation
Simple Ways to Automate Nutshell with viaSocket
Connect Nutshell to your favorite apps with viaSocket. Auto-sync data between Nutshell and Square, Typeform, Freshdesk, Calendly, Dropbox, Facebook Messenger, and more. Unify workflows, reduce manual data entry, and keep every customer interaction in context.
How viaSocket Works | A Complete Guide
Discover viaSocket, an AI-powered workflow automation platform with 2,300+ integrations. Learn what it is, how it works, and how to set up no-code automated workflows.
5 Simple Automation Hacks to Make Your Team Free
Five practical automation hacks to cut repetitive tasks and boost productivity using viaSocket, covering lead generation, onboarding, accounting, support, and HR.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Explore workflow automation: its definition, benefits, how it works, real-world examples, and how to automate with viaSocket.
viaSocket Support
We're here to help
Instant answers
AI assistant available 24/7
Expert support
Connect with our specialists
Trusted & secure
Your data is safe with us
Start automating Ricky and Nutshell free
No credit card required. Set up your first workflow in minutes.
About Ricky
Ricky is an AI customer-service platform that answers WhatsApp, Instagram, Messenger and web chat in a shared inbox, with AI agents, a contact CRM, templates and broadcasts.
Learn more
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 Ricky 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 Ricky 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 Ricky triggers actions in Nutshell, and a separate workflow where Nutshell triggers actions in Ricky. 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 Ricky and Nutshell. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Ricky 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.
