SignWell + Nutshell Integrations

How to connect SignWell + Nutshell

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Document Completed
Triggers when a document has been completed.
Trigger
Instant
Document Sent
Triggers when a document is sent.
Trigger
Instant
Document Viewed
Triggers when a signer view a document for the first time.
Trigger
Instant
Create Document From Template
Creates a document from a template and sends the document. This action uses API requests. Limits apply if not using an API plan.
Action
Write
Lead Won
Triggers when a lead is won.
Trigger
Instant
New Company
Triggers when new Company is created.
Trigger
Instant
New Activity
Triggers when new Activity is created.
Trigger
Instant
New Person
Triggers when new Person is created.
Trigger
Instant
Nutshell
Triggers when a new Lead is created.
Instant
Trigger
Nutshell
Creates a new Company.
Scheduled
Action
Nutshell
Creates a new Person.
Scheduled
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

Step 1: Authenticate SignWell 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.