Connect SquaredUp and Nutshell
Integrate SquaredUp with Nutshell to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create User in Squaredup when New Lead Created in Nutshell
Delete User in Squaredup when New Lead Created in Nutshell
Search User in SquaredUp when New Lead Created in Nutshell
Create Tenant Group in SquaredUp when New Lead Created in Nutshell
Delete Tenant Group in Squaredup when New Lead Created in Nutshell
Popular SquaredUp + Nutshell flows
Start from a real workflow other teams are already running.
Choose a trigger
SquaredUp
When this happens...
- Request a new Trigger for SquaredUp
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 User in Squaredup when New Lead Created in Nutshell
Use this flowDelete User in Squaredup when New Lead Created in Nutshell
Use this flowSearch User in SquaredUp when New Lead Created in Nutshell
Use this flowCreate Tenant Group in SquaredUp when New Lead Created in Nutshell
Use this flowDelete Tenant Group in Squaredup when New Lead Created in Nutshell
Use this flowUpdate Tenant Group in Squaredup when New Lead Created in Nutshell
Use this flowUpgrade Contact Information in Squaredup when New Lead Created in Nutshell
Use this flowUpdate Current Tenant when New Lead Created in Nutshell
Use this flowCreate User in Squaredup when New Lead Marked Won in Nutshell
Use this flowDelete User in Squaredup when New Lead Marked Won in Nutshell
Use this flowSupported Triggers & Actions
Everything you can automate between SquaredUp 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 SquaredUp integrations.
Create User
Create Tenent User.
Delete User
Deleting the User using Email.
Search User
This action search user by email id.
Create Tenant Group
Create a new tenant group with a display name, description.
Delete Tenant Group
Delete an existing tenant group by specifying its unique group ID.
Update Tenant Group
Update the details of an existing tenant group, including its name, description, and associated 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 SquaredUp
SquaredUp provides engineering teams with end-to-end visibility of their business-critical applications, allowing them to monitor and manage the health, performance, and overall status of their systems.
Learn moreSimilar apps
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 SquaredUp 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 SquaredUp 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 SquaredUp triggers actions in Nutshell, and a separate workflow where Nutshell triggers actions in SquaredUp. 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 SquaredUp and Nutshell. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire SquaredUp 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.
