
When this happens...
New Row
Updated Row
New Attachment

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 row is added to a sheet.
Triggers when a row is updated in a sheet.
Triggers when a new attachment is added to a row.
Action is the task that follows automatically within your Smartsheet integrations.
Attaches a file to an existing row.
Copies a row from one sheet to another.
Moves a row from one sheet to another.
Adds discussion to a row.
Creates a Workspace.
Sends a row via email.

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To start, connect both your Smartsheet and Nutshell accounts to viaSocket. Once connected, you can set up a workflow where an event in Smartsheet triggers actions in Nutshell (or vice versa).
Absolutely. You can customize how Smartsheet 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 Smartsheet 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 Smartsheet 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.
Smartsheet is a powerful work management and automation platform that enables teams to plan, track, automate, and report on work. It provides a flexible and intuitive interface for managing projects, tasks, and workflows, making it easier for teams to collaborate and achieve their goals.
Learn MoreNutshell is an affordable, easy-to-use CRM that helps small-business sales teams win more deals.
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