How to connect OffAlerts + Nutshell
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- New Monitor EventTriggers when a new monitor event triggers.Trigger
- Lead WonTriggers when a lead is won.Trigger
- New CompanyTriggers when new Company is created.Trigger
- New ActivityTriggers when new Activity is created.Trigger
- New PersonTriggers when new Person is created.Trigger
- New LeadTriggers when a new Lead is created.Trigger
- Create CompanyCreates a new Company.Action
- Create PersonCreates a new Person.Action
- Nutshell
Creates a new Lead.
Scheduled
Action
- Nutshell
Updates an existing Lead.
Scheduled
Action
- Nutshell
Finds an existing Account.
Scheduled
Action
- Nutshell
Finds an existing person.
Scheduled
Action
- Nutshell
Finds an existing lead.
Scheduled
Action
- Nutshell
Find or Create Company
Scheduled
Action
- Nutshell
Find or Create Person
Scheduled
Action
- Nutshell
Find or Create Lead
Scheduled
Action
How OffAlerts + Nutshell Integrations Work
- Step 1: Authenticate OffAlerts and Nutshell.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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