Invoiced + Nutshell Integration

Connect Invoiced to Nutshell - Automate your workflows in 1-click

Set up Invoiced automations to simplify your bookkeeping, improve cash flow, track all your finances & transactions in one place, and get better financial insights. Make use of Nutshell automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Combine the benefits of both with Integrately’s Invoiced + Nutshell integration.

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Ready Workflows For Invoiced + Nutshell Integration

Just click on the workflow you want to automate

Create Invoiced contact for new Nutshell person

Nutshell is a great CRM tool for managing customer data, but it can be time-consuming to create a new contact record in Invoiced every time you add a new person.

But don't worry anymore. With this Invoiced Salesforce integration, you can connect your person and contact records, so that when a new person is created in Nutshell, you'll automatically receive a corresponding contact record in Invoiced.

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Create Invoiced contact from new Nutshell account

If you have created a account in Nutshell, it's important to create a contact in Invoiced. This will help ensure that your accounts are properly linked and that the transactions between your two accounts are correctly recorded. Thereby helping keep all of your information in one place and making it easy to track your company's finances.

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Create Invoiced contact for new Nutshell account

When you create a account in Nutshell, be sure to also create a contact in Invoiced. This will help ensure that your accounts are correctly linked and that the transactions flow smoothly between the two systems.

Creating and linking your accounts in this way can save you time and hassle down the road.

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Create Your Own Invoiced & Nutshell Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Payment is created in Invoiced
Triggers the automation whenever a new payment is created
Instant
Payment is updated in Invoiced
Triggers the automation whenever a payment status is updated
Instant
Payment is deleted in Invoiced
Triggers the automation whenever a payment is deleted
Instant
Invoice is paid in Invoiced
Triggers the automation whenever an invoice is marked as paid
Instant
Invoice is created in Invoiced
Triggers the automation whenever any invoice is added or modified
Instant
Invoice is updated in Invoiced
Triggers the automation whenever an invoice is updated
Instant
Invoice is deleted in Invoiced
Triggers the automation whenever an invoice is deleted
Instant
Customer is created in Invoiced
Triggers the automation whenever a new customer is created
Instant
Customer is updated in Invoiced
Triggers the automation whenever customer details are updated
Instant
Customer is deleted in Invoiced
Triggers the automation whenever a customer is removed from the database
Instant
Contact is created in Invoiced
Triggers the automation whenever a new contact is created
Instant
Contact is updated in Invoiced
Triggers the automation whenever a contact is updated
Instant
Contact is deleted in Invoiced
Triggers the automation whenever a contact is removed from the particular list
Instant
Credit note is updated in Invoiced
Triggers the automation whenever a credit note is modified
Instant
Customer is merged in Invoiced
Triggers the automation whenever the customer details are merged
Instant
Invoice is viewed in Invoiced
Triggers the automation whenever the recipient views your invoice
Instant
Estimate is approved in Invoiced
Triggers the automation whenever any estimate is approved
Instant
Credit note is created in Invoiced
Triggers the automation whenever a new credit note is generated
Instant
Credit note is deleted in Invoiced
Triggers the automation whenever a credit note is deleted
Instant
Credit note is commented in Invoiced
Triggers the automation whenever a credit note is commented on
Instant
Credit note is viewed in Invoiced
Triggers the automation whenever a credit note is viewed
Instant
Task is created in Invoiced
Triggers the automation whenever a new task is created
Instant
Task is updated in Invoiced
Triggers the automation whenever any task is updated
Instant
Task is deleted in Invoiced
Triggers the automation whenever a task is deleted
Instant
Task is completed in Invoiced
Triggers the automation whenever any task is completed
Instant
Estimate is created in Invoiced
Triggers the automation whenever a new estimate is created
Instant
Estimate is updated in Invoiced
Triggers the automation whenever any estimate is modified
Instant
Estimate is deleted in Invoiced
Triggers the automation whenever any estimate is deleted
Instant
Estimate is viewed in Invoiced
Triggers the automation whenever any estimate is viewed by the recipient
Instant
Subscription is created in Invoiced
Triggers the automation whenever a new subscription is created
Instant
Subscription is updated in Invoiced
Triggers the automation whenever a subscription is updated
Instant
Subscription is deleted in Invoiced
Triggers the automation whenever a subscription is deleted
Instant
Person is created in Nutshell
Triggers the automation whenever a new person is created
Instant
Activity is created in Nutshell
Triggers the automation whenever a new activity is created
Instant
Lead is created in Nutshell
Triggers the automation whenever a new lead is created
Instant
Lead is won in Nutshell
Triggers the automation whenever a lead is marked as won
Instant
Company is created in Nutshell
Triggers the automation whenever a new company is created
Instant

Create invoice in Invoiced
Automatically generates invoices for sales transactions
Search invoice in Invoiced
Automatically locate and retrieve invoices with
Create contact in Invoiced
Automatically adds a new contact to the database
Create credit note in Invoiced
Automatically generates a credit note for returned items
Create credit balance adjustment in Invoiced
Automatically creates an adjustment to a customer's credit balance
Search credit note in Invoiced
Automatically searches for a credit note
Create customer in Invoiced
Automatically adds a new customer to the database
Update customer in Invoiced
Automatically updates a customer's information
Search customer in Invoiced
Automatically locate and retrieve customer information
Create note in Invoiced
Automatically creates a new note in the particular format
Create payment in Invoiced
Automatically generates and process a payment transaction
Create task in Invoiced
Automatically creates a new task
Create estimate in Invoiced
Automatically adds a new contact to the contact list
Search estimate in Invoiced
Automatically searches for an estimate
Create subscription in Invoiced
Automatically enroll users in a subscription service
Create person in Nutshell
Automatically generates a new person
Search person in Nutshell
Automatically retrieves information about a person
Create lead in Nutshell
Automatically generates new leads for potential customers
Update lead in Nutshell
Automatically updates the lead information
Search lead in Nutshell
Automatically retrieves information for a particular lead
Create company in Nutshell
Automatically generates a new company profile with given details
Search account in Nutshell
Automatically searches for account information
Get contact by ID in Nutshell
Automatically retrieves a contact's information based on their ID

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Integrate Invoiced & Nutshell In 1 Click
And Save Time & Money Both

Automation has never been this easy & budget-friendly. To get you started, Integrately offers an AI automation builder & millions of ready-made automations. Need help? You get 24/5 live chat support. Plus, Integrately offers a free plan and affordable paid plans to fit the needs of everyone, from individuals to large enterprises. Sign up for your free Integrately plan today!

Want to automate something else in your workflow?

You Can Also Connect Invoiced or Nutshell With 1200+ Other Apps

Automate your invoice flow. Invoiced automatically tracks how much time you are working on a client's project, sends invoices when appropriate, and lets you know when one has been paid or is overdue.

See Invoiced Integrations

Nutshell is an affordable, easy-to-use CRM. Features include lead scoring and prioritization, along with activity streams and notifications to help you stay on top of your opportunities.

See Nutshell Integrations