Integrate Nutshell with Zoho Mail

Send information between Nutshell and Zoho Mail automatically, without writing any code, using Zoho Flow.

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Initiate a welcome email using Zoho Mail when a new company is created in Nutshell

Quickly welcome your new clients with a tailored automated welcome email. This flow will send a welcome email via Zoho Mail to new companies created in Nutshell.

How it works
  1. The flow triggers when a new company is created in Nutshell.
  2. Zoho Flow creates and sends a new email in Zoho Mail.
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Initiate a welcome email using Zoho Mail when a new company is created in Nutshell

Nutshell + Zoho Mail

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Supported triggers and actions

Integrate Nutshell and Zoho Mail using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Person created

Triggers when a new person is created

Lead added

Triggers when a new lead is added

Company created

Triggers when a new company is created

Activity created

Triggers when a new activity is created

Lead won

Triggers when a new lead is won

Email matching search received

Triggers when a new email matching the given conditions is received

Email sent

Triggers when an email is sent

Email received

Triggers when a new email is received

Email tagged

Triggers when an email is tagged.

Email received from particular sender

Triggers when a new email is received from the specified email address

All Actions - Actions are the automated tasks

Create company

Creates a new company

Create lead

Creates a new lead

Create person

Creates a new person

Fetch person by email

Fetches the details of an existing person by email address

Fetch account by ID

Fetches the details of an existing account by id

Fetch account by name

Fetches the details of an existing account by name

Fetch lead

Fetches the details of an existing lead by email address of associated contact

Fetch person by id

Fetches the details of an existing person by id

Add user to organization

Adds a new user to an existing organization

Create draft

Creates a new email and stores it in the draft folder

Create task

Creates a new task

Create permalink

Creates a permalink for a specific message by ID

Send email

Creates and sends a new email

Create folder

Creates a new folder

Create note

Creates a new personal note or a group note

Add member to group

Adds a new member to an existing organization

Update permalink

Updates the details of an existing permalink by message ID

Move email to folder

Moves an email to the selected folder

Apply tag on email

Applies a tag on the selected email by message ID

Fetch permalink

Fetches the details of an existing permalink by its unique message ID

Fetch email

Fetches the details of an existing email by its unique message ID

Remove permalink

Removes the specified permalink

What is Nutshell?

Nutshell is a sales automation and CRM tool that helps your sales reps win more deals, with fast onboarding, powerful reporting, and free support.

CRM

What is Zoho Mail?

Zoho Mail is an ad-free email hosting service that ensures data privacy. You can take notes, add contacts, create documents, and attach them to emails with the inbuilt integrations.

Email Popular Zoho

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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