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Apptivo + Nutshell Integrations

Appy Pie Connect allows you to automate multiple workflows between Apptivo and Nutshell

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Apptivo

Apptivo is a robust sales and marketing platform with features such as lead management, an opportunity pipeline with attractive dashboards, campaign management, and flexible workflow capabilities such as marketing automation.

About Nutshell

Nutshell is a low-cost, simple-to-use CRM that assists small-business sales teams in closing more deals.

Nutshell Integrations
Nutshell Alternatives

Looking for the Nutshell Alternatives? Here is the list of top Nutshell Alternatives

  • Streak Streak
  • Close.iO Close.iO
  • Contactually Contactually

Best ways to Integrate Apptivo + Nutshell

  • Apptivo Nutshell

    Apptivo + Nutshell

    Update Lead in Nutshell when New Lead is created in apptivo Read More...
    Close
    When this happens...
    Apptivo New Lead
     
    Then do this...
    Nutshell Update Lead
  • Apptivo Nutshell

    Apptivo + Nutshell

    Create Person to Nutshell from New Lead in apptivo Read More...
    Close
    When this happens...
    Apptivo New Lead
     
    Then do this...
    Nutshell Create Person
  • Apptivo Nutshell

    Apptivo + Nutshell

    Create Company to Nutshell from New Lead in apptivo Read More...
    Close
    When this happens...
    Apptivo New Lead
     
    Then do this...
    Nutshell Create Company
  • Apptivo Nutshell

    Apptivo + Nutshell

    Create Lead to Nutshell from New Lead in apptivo Read More...
    Close
    When this happens...
    Apptivo New Lead
     
    Then do this...
    Nutshell Create Lead
  • Apptivo Nutshell

    Apptivo + Nutshell

    Update Lead in Nutshell when New Case is created in apptivo Read More...
    Close
    When this happens...
    Apptivo New Case
     
    Then do this...
    Nutshell Update Lead
  • Apptivo {{item.actionAppName}}

    Apptivo + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Apptivo + Nutshell in easier way

It's easy to connect Apptivo + Nutshell without coding knowledge. Start creating your own business flow.

    Triggers
  • New Case

    Trigger when new case created.

  • New Contact

    Trigger when new contact created.

  • New Contract

    Trigger when new contract created.

  • New Customer

    Trigger when new customer created.

  • New Employee

    Trigger when new employee created.

  • New Lead

    Trigger when new lead created.

  • New Opportunity

    Trigger when new opportunity created.

  • Update Contact

    Trigger when any contact update.

  • Lead Won

    Triggers when a lead is won.

  • New Activity

    Triggers when new Activity is created.

  • New Company

    Triggers when new Company is created.

  • New Lead

    Triggers when a new Lead is created.

  • New Person

    Triggers when new Person is created.

    Actions
  • Add Employee

    Add new employee.

  • Create Case

    Create a new case.

  • Create Contact

    Creates a new contact.

  • Create Customer

    Creates a new customer.

  • Create Lead

    Creates a new lead.

  • Create Opportunity

    Creates a new Opportunity.

  • Create Company

    Creates a new Company.

  • Create Lead

    Creates a new Lead.

  • Create Person

    Creates a new Person.

  • Update Lead

    Updates an existing Lead.

How Apptivo & Nutshell Integrations Work

  1. Step 1: Choose Apptivo as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Nutshell as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Apptivo to Nutshell.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Apptivo and Nutshell

The integration of Apptivo and Nutshell is very interesting, considering the fact that they are both accounting softwares. They each have their own advantages and disadvantages when used alone, but they can be used together to achieve the best results. Apptivo is created for small businesses, while Nutshell is developed for individuals or small businesses. Apptivo has more features in comparison with Nutshell, which is why it is used by large corporations. The integration of Apptivo and Nutshell can be achieved in two ways. One way is by using the RDP (Remote Desktop Program. to transfer data between Apptivo and Nutshell or by using the desktop to create a separate database for Apptivo.

The integration of Apptivo and Nutshell can be done in two ways. The first method is by using the RDP (Remote Desktop Program. to transfer data between Apptivo and Nutshell or by using the desktop to create a separate database for Apptivo. In this case, the data from Apptivo will be transferred to Nutshell. This method will not only save time, but it will also give you an opportunity to modify all your data without any issues. If you want to modify any data from Apptivo to Nutshell, you should fplow these steps:

  • Open RDP and login to your computer as the administrator.
  • Click on File → New Connection → Add.
  • Fill out the fields as fplows:
  • If you have a domain name, type it in the Computer field.
  • In the Port field, type the server’s port number. The default one is 3389.
  • In the User field, type your username or select from a list of users.
  • In the Password field, enter your password or select from a list of passwords.
  • Click OK and then click Connect to complete the process.
  • When connected, you will receive a prompt stating that the connection was successful; click OK.
  • Navigate to Tops → Manage Remote Desktops and select your remote computer name from the list.
  • Click on the Desktop tab and then click New Desktop → Local Desktop.
  • When prompted with a message asking you if you want to use this connection as a local desktop, click Yes. The new desktop will now be listed under Available Desktops; click Close and then click OK to accept the changes that were made.
  • Now that you have access to your local desktop, you should see an icon for Microsoft Excel on your desktop; double-click it to open it and start working on your spreadsheet.
  • Once you have modified your spreadsheet, return to RDP and navigate to File → Save As → Save as type → Application And Setup Files → Next → Browse → Save as file name → Save as type → All Files → OK → Next → Next → Finish → Finish → Network Session Number → Disconnect. Your modified spreadsheet will now be available in Nutshell’s data storage area. To see how it looks, open Nutshell and navigate to Tops → Options → File Locations → Default Data Storage Location → Edit → Add File Location → Browse → Select your spreadsheet file, click OK, and then click OK again to accept the changes. You will now be able to view your spreadsheet file in Nutshell. It is also possible for you to transfer files from Nutshell into Apptivo by performing the fplowing steps. 1. Open RDP and navigate to File → New Connection → Add, fill out the fields as fplows. ‣ If you have a domain name, type it in the Computer field. ‣ In the Port field, type the server’s port number. The default one is 3389. ‣ In the User field, type your username or select from a list of users. ‣ In the Password field, enter your password or select from a list of passwords . 2 . Click OK and then click Connect t o complete t he process . 3 . When connected , y ou will receive a prompt stating t hat t he connection was successful ; click OK . 4 . Navigate t o Tops → Manage Remote Desktops and select your remote computer name from t he list . 5 . Click on t he Desktop tab and then click New Desktop→ Local Desktop . 6 . When prompted with a message asking you if you want to use this connection as a local desktop, click Yes . The new desktop will now be listed under Available Desktops ; click Close and then click OK t o accept t he changes t hat were made . 7 . Now that you have access t o your local desktop , y ou should see an icon for Microsoft Excel on your desktop ; double - click it t o open it and start working on your spreadsheet . 8 . Once you have modified your spreadsheet , return t o RDP and navigate t o File→ Save As→ Save as type→ Application And Setup Files→ Next→ Browse→ Save as file name→ Save as type→ All Files→ OK→ Next→ Next→ Finish→ Finish→ Network Session Number→ Disconnect ; your modified spreadsheet will now be available in Nutshell’s data storage area . T o see how t hat looks , open Nutshell and navigate t o Tops→ Options→ File Locations→ Default Data Storage Location→ Edit→ Add File Location→ Browse→ Select your spreadsheet file , click OK , and then click OK again t o accept t he changes . You will now be able to view your spreadsheet file in Nutshell . I f yo u want t o add any other files from Apptivo into Nutshell , perform t he same steps , but add the file location rather than the file itself . It is also possible for you to add other files such as images or documents into Nutshell through Apptivo by performing these steps. 1 . Open RDP and navigate to File→ New Connection→ Add , fill out t he fields as fplows. ‣ If y ou have a domain name , type it in t he Computer field . ‣ In t he Port field , type t he server’s port number . The default one is 3389 . ‣ In t he User field , type y our username or select from a list of users . ‣ In t he Password field , enter y our password or select from a list of passwords . 2 . Click OK and then click Connect to complete t he process . 3 . When connected , y ou will receive a prompt stating that the connection was successful ; click OK . 4 . Navigate to Tops → Manage Remote Desktops and select your remote computer name from the list . 5 . Click on the Desktop tab and then click New Desktop→ Local Desktop . 6 . When prompted with a message asking you if you want to use this connection as a local desktop , click Yes . The new desktop will now be listed under Available Desktops ; click Close and then click OK to accept the changes that were made . 7 . Now that y ou have access to your local desktop , y ou should see an icon for Microsoft Excel on your desktop ; double - click it to open it and start working on your spreadsheet . 8 . Once y ou have modified your spreadsheet , return to RDP and navigate to File→ Save As→ Save as type→ Application And Setup Files→ Next→ Browse→ Save as file name→ Save as type→ All Files→ OK→ Next→ Next→ Finish→ Finish→ Network Session Number→ Disconnect ; y our modified spreadsheet will now be available in Nutshell’s data storage area . T o see how it looks , open Nutshell and navigate to Tops→ Options→ File Locations→ Default Data Storage Location→ Edit→ Add File Location→ Browse→ Select your spreadsheet file , click OK , and then click OK again to accept the changes . You will now be able to view your spreadsheet file in Nutshell . It is also possible for y ou to add other files such as images or documents into Nutshell through Apptivo by performing these steps . 1 . Open RDP and navigate to File→ New Connection→ Add , fill out the fields as fplows . ‣ If y ou have a domain name , type it in the Computer field . ‣ In t he Port field , type t he server’s port number . The default one is 3389 . ‣ In t he User field , type y our username or select from a list of users . ‣ In t he Password field , enter y our password or select from a list

The process to integrate Apptivo and Nutshell may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.