Connect TimelinesAI and Nutshell to Build Intelligent Automations
Choose a Trigger
When this happens...
New Uploaded File
New Whatsapp Account
Choose an Action
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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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Uploaded File
Triggers when new uploaded_file is created.
New Whatsapp Account
Triggers when new whatsapp_accounts is created.
Do thisActions
Action is the task that follows automatically within your TimelinesAI integrations.
Send Message to New Chat
Sends a message to a new chat.
Send Uploaded File to Existing Chat
Sends an uploaded file to an existing chat.
Send Message to Existing Chat
Sends a message to an already existing chat.
Find Whatsapp Account
Finds a specific WhatsApp account.
Close Chat
Closes an existing chat.
Find Uploaded File
Finds an uploaded file in the system.
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Frequently Asked Questions
To start, connect both your TimelinesAI and Nutshell accounts to viaSocket. Once connected, you can set up a workflow where an event in TimelinesAI triggers actions in Nutshell (or vice versa).
Absolutely. You can customize how TimelinesAI 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 TimelinesAI 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 TimelinesAI 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.
About TimelinesAI
TimelinesAI allows you to share access to your personal or business Whatsapp account, integrate it with other applications and build automations for your business and marketing flows.
Learn MoreAbout Nutshell
Nutshell is an affordable, easy-to-use CRM that helps small-business sales teams win more deals.
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