
When this happens...
New Client
New Document
Client Updated
Client Deleted
New Item
Document Updated
Document Deleted
Item Updated
Item Deleted
New Payment
Payment Updated
Payment Deleted
New Recurrence
Recurrence Update
Recurrence Deleted
New Tax
Tax Updated
Tax Deleted
New Unit
Unit Updated
Unit Deleted
New Category
Category Deleted
Category Updated
New Price
Price Updated
Price Deleted
Order Deleted
New Order
Order Updated

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
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggered when a new client is created in SpaceInvoice.
Trigger when a new document is created.
Triggered when a client is updated in SpaceInvoice.
Triggered when a client is deleted in SpaceInvoice.
Triggered when a new item is created in SpaceInvoice.
Trigger when a document is updated.
Action is the task that follows automatically within your Spaceinvoices integrations.
Create a new client in spaceinvoices.
Send document in email
Finds an existing User by email.
Creates a new Company.
Get list of users
Get all accounts and associated data in your Nutshell instance.


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Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.
To start, connect both your Spaceinvoices and Nutshell accounts to viaSocket. Once connected, you can set up a workflow where an event in Spaceinvoices triggers actions in Nutshell (or vice versa).
Absolutely. You can customize how Spaceinvoices 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 Spaceinvoices 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 Spaceinvoices 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.
SpaceInvoice is a comprehensive invoicing platform designed to streamline billing processes for businesses of all sizes. It offers features such as customizable invoice templates, automated billing, and seamless integration with accounting software, making it an ideal solution for efficient financial management.
Learn MoreNutshell is an affordable, easy-to-use CRM that helps small-business sales teams win more deals.
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