Connect SMSFactor and Nutshell
Integrate SMSFactor with Nutshell to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create SMS Template in SMSFactor when New Lead Created in Nutshell
Create Account in SMSFactor when New Lead Created in Nutshell
Retrieve Message History from SMSFactor when New Lead Created in Nutshell
Send SMS via SMS Factor when New Lead Created in Nutshell
Create SMS List in SMSFactor when New Lead Created in Nutshell
Popular SMSFactor + Nutshell flows
Start from a real workflow other teams are already running.
Choose a trigger
SMSFactor
When this happens...
- Request a new Trigger for SMSFactor
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
Create SMS Template in SMSFactor when New Lead Created in Nutshell
Use this flowCreate Account in SMSFactor when New Lead Created in Nutshell
Use this flowRetrieve Message History from SMSFactor when New Lead Created in Nutshell
Use this flowSend SMS via SMS Factor when New Lead Created in Nutshell
Use this flowCreate SMS List in SMSFactor when New Lead Created in Nutshell
Use this flowCreate SMS Template in SMSFactor when New Lead Marked Won in Nutshell
Use this flowSend SMS via SMS Factor when New Lead Marked Won in Nutshell
Use this flowRetrieve Message History from SMSFactor when New Lead Marked Won in Nutshell
Use this flowCreate Account in SMSFactor when New Lead Marked Won in Nutshell
Use this flowCreate SMS List in SMSFactor when New Lead Marked Won in Nutshell
Use this flowSupported Triggers & Actions
Everything you can automate between SMSFactor and Nutshell.
When this happensTriggers
A trigger is an event that starts a workflow.
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 SMSFactor integrations.
Send SMS
Send a text message to a recipient, with optional scheduling, sender name, message type, and custom SMS ID.
Retrieve Message History
Returns SMS messages sent or received between specified start and end dates. Optional filters include destination number, message content, type (incoming/outgoing), country, and status; supports sorting and pagination.
Create SMS List
Create a new SMS contact list and add one contact using the recipient's phone number.
Create SMS Template
Create a new reusable SMS template.
Create Account
Create a new SMSFactor account or sub-account using the provided email, password, and optional profile details.
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.
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About SMSFactor
SMSFactor is an online platform allowing you to send professional SMS to your clients/patients.
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 SMSFactor 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 SMSFactor 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 SMSFactor triggers actions in Nutshell, and a separate workflow where Nutshell triggers actions in SMSFactor. 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 SMSFactor and Nutshell. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire SMSFactor 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.
