When this happens...
New Form Submission

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.
Trigger fires on When someone opens or loads the form (before any submission).
Action is the task that follows automatically within your Weavely integrations.
Generates a Weavely form from a prompt.
String input for the path parameter FORM_ID required by GET /v1/forms/FORM_ID/fields.
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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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Weavely and Nutshell accounts to viaSocket. Once connected, you can set up a workflow where an event in Weavely triggers actions in Nutshell (or vice versa).
Absolutely. You can customize how Weavely 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 Weavely 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 Weavely 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.
Weavely is an innovative AI-powered platform designed to enhance productivity and creativity through advanced artificial intelligence tools. It offers a suite of features that streamline workflows, automate tasks, and provide intelligent insights, making it an essential tool for businesses and individuals looking to leverage AI technology.
Learn MoreNutshell is an affordable, easy-to-use CRM that helps small-business sales teams win more deals.
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