Connect Trafft and Nutshell to Build Intelligent Automations
Choose a Trigger
When this happens...
Appointment Booked
Appointment Canceled
Appointment Rescheduled
Appointment Status Changed
New Customer
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
Ready to use Trafft and Nutshell automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Appointment Booked
Triggered when a appointment is booked in Trafft.
Appointment Canceled
Triggered when an appointment is canceled in Trafft.
Appointment Rescheduled
Triggered when an existing appointment is rescheduled in Trafft.
Appointment Status Changed
Triggered when an existing appointment status is changed in Trafft.
New Customer
Triggers when a customer is created in Trafft.
Do thisActions
Action is the task that follows automatically within your Trafft integrations.
Create Booking
Creates a new bookings in Trafft.
List All Services
Retrieves a list of all services.
Create Customer
Create's a new customer.
Find User
Finds an existing User by email.
Create Company
Creates a new Company.
List Users
Get list of users
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Frequently Asked Questions
To start, connect both your Trafft and Nutshell accounts to viaSocket. Once connected, you can set up a workflow where an event in Trafft triggers actions in Nutshell (or vice versa).
Absolutely. You can customize how Trafft 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 Trafft 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 Trafft 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 Trafft
Trafft is a comprehensive scheduling and booking platform designed to streamline appointment management for businesses of all sizes. It offers a user-friendly interface for managing appointments, staff schedules, and client bookings, making it an ideal solution for service-based industries. With features like automated reminders, online payments, and customizable booking pages, Trafft helps businesses enhance their customer experience and improve operational efficiency.
Learn MoreAbout Nutshell
Nutshell is an affordable, easy-to-use CRM that helps small-business sales teams win more deals.
Learn More
