Connect Zoho Bookings and Nutshell to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Zoho Bookings
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
Enable Integrations or automations with these events of Zoho Bookings and Nutshell
Enable Integrations or automations with these events of Zoho Bookings and Nutshell
Actions
List Staffs
Get a list of staffs.
List Services
Get a list of all services under a workspace.
List Workspaces
Get a list of Workspaces
Find User
Finds an existing User by email.
Create Company
Creates a new Company.
List Users
Get list of users
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- text is aiReplytoCommentSend a Private ReplyAdd Step
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- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
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Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your Zoho Bookings and Nutshell accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho Bookings triggers actions in Nutshell (or vice versa).
Absolutely. You can customize how Zoho Bookings 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 Zoho Bookings 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 Zoho Bookings 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 Zoho Bookings
Zoho Bookings is an appointment scheduler that lets you find the perfect time with your customers. Book quality meetings and increase sales.
Learn MoreAbout Nutshell
Nutshell is an affordable, easy-to-use CRM that helps small-business sales teams win more deals.
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