DEAR Inventory + Nutshell Integration

Integrate DEAR Inventory to Nutshell in one click, or tell Integrately AI how you want each order handled. Turn authorized inventory orders into sales leads, create customer profiles, update pipeline stages, and alert your sales team automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • DEAR Inventory
    Order is authorized in DEAR Inventory Instant
  • DEAR Inventory
    Sale invoice is authorized in DEAR Inventory Instant
  • DEAR Inventory
    Stock level is updated in DEAR Inventory Instant
  • DEAR Inventory
    Shipment is authorized in DEAR Inventory Instant
  • DEAR Inventory
    Quote is authorized in DEAR Inventory Instant
  • DEAR Inventory
    Shipment tracking number is changed in DEAR Inventory Instant
  • DEAR Inventory
    Sale pick is authorized in DEAR Inventory Instant
  • DEAR Inventory
    Additional info is added to sale in DEAR Inventory Instant
  • DEAR Inventory
    Sale is void/ undone in DEAR Inventory Instant
  • DEAR Inventory
    Sale pack is authorized in DEAR Inventory Instant
  • DEAR Inventory
    Partial payment is created in DEAR Inventory Instant
  • DEAR Inventory
    Sale is backordered in DEAR Inventory Instant
  • DEAR Inventory
    Supplier is created/ updated in DEAR Inventory Instant
  • DEAR Inventory
    Credit note is authorized in DEAR Inventory Instant
  • DEAR Inventory
    Customer is created/ updated in DEAR Inventory Instant
  • DEAR Inventory
    Full payment is created in DEAR Inventory Instant
  • DEAR Inventory
    Attachment is added to sale in DEAR Inventory Instant
  • Nutshell
    Person is created in Nutshell Instant
  • Nutshell
    Activity is created in Nutshell Instant
  • Nutshell
    Lead is created in Nutshell Instant
  • Nutshell
    Lead is won in Nutshell Instant
  • Nutshell
    Company is created in Nutshell Instant
Arrow Right
2.
  • DEAR Inventory
    Search sale in DEAR Inventory
  • DEAR Inventory
    Create sale in DEAR Inventory
  • DEAR Inventory
    Update sale in DEAR Inventory
  • DEAR Inventory
    Add attachment to sale in DEAR Inventory
  • DEAR Inventory
    Create customer in DEAR Inventory
  • DEAR Inventory
    Update customer in DEAR Inventory
  • DEAR Inventory
    Search customer in DEAR Inventory
  • DEAR Inventory
    Create stock adjustment in DEAR Inventory
  • DEAR Inventory
    Search product availability in DEAR Inventory
  • DEAR Inventory
    Add pack to sale in DEAR Inventory
  • DEAR Inventory
    Add shipment to sale in DEAR Inventory
  • DEAR Inventory
    Create supplier in DEAR Inventory
  • DEAR Inventory
    Update supplier in DEAR Inventory
  • DEAR Inventory
    Search supplier in DEAR Inventory
  • DEAR Inventory
    Create product in DEAR Inventory
  • DEAR Inventory
    Update product in DEAR Inventory
  • DEAR Inventory
    Search product in DEAR Inventory
  • DEAR Inventory
    Add payment to sale in DEAR Inventory
  • DEAR Inventory
    Search sale payments in DEAR Inventory
  • DEAR Inventory
    Search Sale Invoice in DEAR Inventory
  • Nutshell
    Create person in Nutshell
  • Nutshell
    Search person in Nutshell
  • Nutshell
    Create lead in Nutshell
  • Nutshell
    Update lead in Nutshell
  • Nutshell
    Search lead in Nutshell
  • Nutshell
    Create company in Nutshell
  • Nutshell
    Search account in Nutshell
  • Nutshell
    Get contact by ID in Nutshell

Trusted by experts at...

indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo
indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo

Ready Workflows Ready Workflows for DEAR Inventory + Nutshell Integration

Capture new orders, create CRM leads, update customer records, notify your sales team, and sync inventory data, all in just one click.

Most popular automationmost-popular-automations
Nutshell + DEAR Inventory Integration

Create DEAR Inventory customer for new Nutshell person

In order to keep your accounting and customer records in sync, when you create a person in Nutshell, this automation will automatically create a customer in DEAR Inventory.

This way, you always have accurate information at your fingertips and don't have to worry about manual data entry. Stay organized and efficient with Nutshell and DEAR Inventory!
See more
Nutshell + DEAR Inventory Integration

Create DEAR Inventory customer from new Nutshell account

If you have created a account in Nutshell, it's important to create a customer in DEAR Inventory. 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.
See more
  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your DEAR Inventory + Nutshell flow

Extend your inventory and CRM setup with billing, marketing, and team communication tools. Pick a combination and activate it in one click.

DEAR Inventory
Nutshell
+
ShopifyShopify (4)
+
XeroXero (4)
+
QuickBooks OnlineQuickBooks Online (4)
+
MailchimpMailchimp (4)
+
SlackSlack (4)
+
GmailGmail (4)
D
N
S
When an order is authorized in DEAR Inventory, create a person in Nutshell and create an order in Shopify
Authorized DEAR Inventory orders instantly create Nutshell contacts and record new orders in Shopify without manual re-entry.
D
N
S
When a customer is created in DEAR Inventory, create a lead in Nutshell and add a customer record in Shopify
New DEAR Inventory customers automatically populate your Nutshell pipeline and register in your Shopify store.
D
N
S
When a sale invoice is authorized in DEAR Inventory, update the lead in Nutshell and fulfill the order in Shopify
Authorized invoices update your Nutshell deals and trigger fulfillment updates in Shopify automatically.
D
N
S
Use Claude to analyze new DEAR Inventory orders, create a priority lead in Nutshell, and update customer tags in Shopify
Claude evaluates new orders to prioritize Nutshell leads and apply targeted tags in Shopify.

Supported triggers and actions for DEAR Inventory and Nutshell

Mix and match to build the exact automation you need

DEAR Inventory
DEAR Inventory Triggers & Actions
Instant
Order is authorized in DEAR Inventory
Triggers the automation when an order is authorized
Try it →
Instant
Sale invoice is authorized in DEAR Inventory
Triggers the automation when a sale invoice is authorized
Try it →
Instant
Stock level is updated in DEAR Inventory
Triggers the automation when the stock level changes
Try it →
Instant
Shipment is authorized in DEAR Inventory
Triggers the automation when a shipment is authorized
Try it →
Instant
Quote is authorized in DEAR Inventory
Triggers the automation when a quote is authorized
Try it →
Instant
Shipment tracking number is changed in DEAR Inventory
Triggers the automation when a shipment tracking number changes
Try it →
Instant
Sale pick is authorized in DEAR Inventory
Triggers the automation when a sale pick is authorized
Try it →
Instant
Additional info is added to sale in DEAR Inventory
Triggers the automation when additional information is added to a sale
Try it →
Instant
Sale is void/ undone in DEAR Inventory
Triggers the automation when a sale is voided or undone
Try it →
Instant
Sale pack is authorized in DEAR Inventory
Triggers the automation when a sale pack is authorized
Try it →
Instant
Partial payment is created in DEAR Inventory
Triggers the automation when payment is made partially
Try it →
Instant
Sale is backordered in DEAR Inventory
Triggers the automation when a sale is backordered
Try it →
Instant
Supplier is created/ updated in DEAR Inventory
Triggers the automation when a supplier is created or updated
Try it →
Instant
Credit note is authorized in DEAR Inventory
Triggers the automation when a credit note is authorized
Try it →
Instant
Customer is created/ updated in DEAR Inventory
Triggers the automation when a new customer is created or an existing customer is updated
Try it →
Instant
Full payment is created in DEAR Inventory
Triggers the automation when full payment is received
Try it →
Instant
Attachment is added to sale in DEAR Inventory
Triggers the automation when any attachment is added to a sale
Try it →
Search sale in DEAR Inventory
Retrieves details of a sale
Try it →
Create sale in DEAR Inventory
Creates a new sale entry
Try it →
Update sale in DEAR Inventory
Updates sale information
Try it →
Add attachment to sale in DEAR Inventory
Attach sale information to email responses
Try it →
Create customer in DEAR Inventory
Adds a new customer to the database
Try it →
Update customer in DEAR Inventory
Updates a customer's information
Try it →
Search customer in DEAR Inventory
Locates and retrieves customer information
Try it →
Create stock adjustment in DEAR Inventory
Adjust stock levels in response to inventory changes
Try it →
Search product availability in DEAR Inventory
Searches for product availability
Try it →
Add pack to sale in DEAR Inventory
Adds a designated pack to a sale order
Try it →
Add shipment to sale in DEAR Inventory
Updates sales information with corresponding shipment details
Try it →
Create supplier in DEAR Inventory
Creates a new supplier record
Try it →
Update supplier in DEAR Inventory
Updates the supplier information
Try it →
Search supplier in DEAR Inventory
Searches for a supplier
Try it →
Create product in DEAR Inventory
Generates and launch new products
Try it →
Update product in DEAR Inventory
Updates product information
Try it →
Search product in DEAR Inventory
Searches for a product
Try it →
Add payment to sale in DEAR Inventory
Processes payment and updates sale transaction
Try it →
Search sale payments in DEAR Inventory
Searches for sale payments
Try it →
Search Sale Invoice in DEAR Inventory
Retrieves details of a sale invoice
Try it →
Nutshell
Nutshell Triggers & Actions
Instant
Person is created in Nutshell
Triggers the automation when a new person is created
Try it →
Instant
Activity is created in Nutshell
Triggers the automation when a new activity is created
Try it →
Instant
Lead is created in Nutshell
Triggers the automation when a new lead is created
Try it →
Instant
Lead is won in Nutshell
Triggers the automation when a lead is marked as won
Try it →
Instant
Company is created in Nutshell
Triggers the automation when a new company is created
Try it →
Create person in Nutshell
Generates a new person
Try it →
Search person in Nutshell
Retrieves information about a person
Try it →
Create lead in Nutshell
Generates new leads for potential customers
Try it →
Update lead in Nutshell
Updates the lead information
Try it →
Search lead in Nutshell
Retrieves information for a particular lead
Try it →
Create company in Nutshell
Generates a new company profile with given details
Try it →
Search account in Nutshell
Searches for account information
Try it →
Get contact by ID in Nutshell
Retrieves a contact's information based on their id
Try it →

What can you automate with DEAR Inventory + Nutshell?

Streamline your order-to-cash workflow by connecting inventory management directly with your CRM pipeline.

What you can automate?
🔄
Sync Authorized Orders into Nutshell Leads
Automatically turn every authorized order in DEAR Inventory into a new sales lead in Nutshell. Your sales team gets immediate visibility into incoming purchases without manual copying.
📋
Capture Comprehensive Customer Profiles
Map customer details from DEAR Inventory directly into Nutshell contacts and companies. Ensure your CRM holds complete and up-to-date buyer records.
🔔
Alert Sales Teams Instantly on Slack
Notify your team in Slack the moment an order is authorized or a payment is received in DEAR Inventory. Keep everyone informed of critical pipeline milestones.
🔀
Route Leads Based on Order Value
Create priority leads in Nutshell for high-value DEAR Inventory orders and standard leads for smaller purchases. Segment your sales pipeline automatically.
📊
Keep CRM Pipelines Updated on Shipment
Update Nutshell deal stages automatically whenever a shipment or invoice is authorized in DEAR Inventory. Reflect accurate fulfillment progress in your CRM.
🔍
Prevent Duplicate Records with Smart Syncing
Search existing contacts and companies in Nutshell before creating new entries from DEAR Inventory updates. Maintain a clean and organized customer database.
💳
Handle Payment Milestones and Invoices
Update deal statuses in Nutshell when partial or full payments are created in DEAR Inventory. Track revenue milestones as they occur.
Extend Workflows with Team Apps
Connect DEAR Inventory and Nutshell with tools like Gmail or Slack to send automated customer confirmations and internal team notifications.
And much more...

Who is DEAR Inventory + Nutshell integration for?

Operations managers, sales leaders, and inventory specialists eliminate manual data entry and keep pipeline records accurate across both platforms.

Inventory Managers
Inventory Managers
Sales Directors
Sales Directors
Account Executives
Account Executives
Warehouse Supervisors
Warehouse Supervisors
Customer Success Leads
Customer Success Leads
Operations Analysts
Operations Analysts
📈
Inventory Managers
You're tracking stock counts and purchase orders in DEAR Inventory while your sales team logs deals separately in Nutshell, so your revenue reporting is always out of sync — automating both apps means every authorized order instantly updates your CRM pipeline and inventory records.
Sales Directors
You need to act fast on new high-value orders, but your reps find out about authorized sales hours later after manual data entry, so hot leads go cold — this integration means every new order creates a Nutshell lead instantly so your team can follow up immediately.
🤝
Account Executives
You answer to clients who want immediate confirmation of order shipments and invoices, but pulling data manually slows down your communication — with this integration, every shipment update and invoice syncs automatically to your Nutshell accounts.
📦
Warehouse Supervisors
The volume of incoming stock adjustments and customer purchases is too high for anyone to keep up by hand, leading to missed fulfillment records — automating these workflows means every stock change and order flows smoothly into your workspace without errors.
💼
Customer Success Leads
You own the onboarding stage and depend on upstream order authorizations to trigger client outreach, but delays in data sharing cause friction — connecting these apps means customer profiles and orders appear in Nutshell the moment they are approved.
📋
Operations Analysts
You need a reliable history of customer purchases and supplier updates, but manual copying keeps creating gaps in your CRM records — this integration means every transaction and customer detail is logged accurately and consistently.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate DEAR Inventory + Nutshell

Build and manage your DEAR Inventory + Nutshell automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect DEAR Inventory + Nutshell with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

Trusted by 42,000+ Customers

Highest Rated Integration Platform on G2
P
ProductHunt

Most upvoted product of the month

2000+
leader
most-implementable
easiest-to-do-business
best-support

Frequently Asked Questions

How do I connect DEAR Inventory to Nutshell?
Frequently Asked Questions
You can connect DEAR Inventory to Nutshell instantly using ready-made workflows on Integrately or by asking Integrately AI to build the automation and map the fields for you.
Can I automatically create Nutshell leads when DEAR Inventory orders are authorized?
Frequently Asked Questions
Can I connect DEAR Inventory, Nutshell, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for DEAR Inventory and Nutshell?
Frequently Asked Questions
How does DEAR Inventory data synchronize with Nutshell?
Frequently Asked Questions
How does Nutshell receive updates from DEAR Inventory?
Frequently Asked Questions
Can I set up this integration without coding skills?
Frequently Asked Questions
Is the DEAR Inventory and Nutshell integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect DEAR Inventory or Nutshell With 1500+ Other Apps

DEAR Inventory
Popular DEAR Inventory Integrations
Connect DEAR Inventory to e-commerce, shipping, and accounting platforms to streamline your fulfillment operations.
Nutshell
Popular Nutshell Integrations
Sync Nutshell with email marketing, support ticketing, and scheduling tools to manage your customer relationships.
See All
Nutshell Integrations arrow right
No popular apps found