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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Document Added to a Project" from Nucleus One.

Add your action

An action happens after the trigger—such as "Create Entry" in Touch & Sell.

You’re connected!

Zapier seamlessly connects Nucleus One and Touch & Sell, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Organization ID
  Required
- Project ID
  Required
Trigger
Polling
Try It
- Organization ID
  Required
- Project ID
  Required
- User Email
  Required
- File
  Required
- File Name
  Required
Action
Write
- Organization ID
  Required
- Project ID
  Required
- User Email
  Required
- Task Name
  Required
- Task Description Type
  Required
- Task Description
- Task Due On
- Task Priority
  Required
Action
Write
New Form
Triggers when a new form is created.
Trigger
Polling
Try It
New Document
Triggers when a new document is created at Touch & Sell.
Trigger
Polling
Try It

New Notification
Triggers when a new notification is created at Touch & Sell.
Trigger
Polling
Try It
- Media ID
  Required
- Type
  Required
- Name
  Required
- Parent Folder
  Required
- Active
  Required
- Order
- Tags
Action
Write

- Organization ID
  Required
- Project ID
  Required
Trigger
Polling
Try It
- Organization ID
  Required
- Project ID
  Required
- User Email
  Required
- Form Template
  Required
Action
Write
New Mail
Triggers when a new mail is sent from Touch & Sell.
Trigger
Polling
Try It
- Form Id
  Required
Trigger
Polling
Try It
- Type
- Active
- Name
Trigger
Polling
Try It
New User
Triggers when a new user is created.
Trigger
Polling
Try It
- File
  Required
Action
Write

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Nucleus One and Touch & Sell to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Nucleus One to Touch & Sell integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Nucleus One

Nucleus One is cloud-based business process management (BPM), designed to easily manage projects, tasks, documents and processes.

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Related categories

Business Intelligence

About Touch & Sell

Touch & Sell is a sales enablement application to improve your presentations and align your marketing and sales teams.