Nutshell is an affordable, easy-to-use CRM that helps small-business sales teams win more deals.
Plaid helps all companies build fintech solutions by making it easy, safe and reliable for people to connect their financial data to apps and services.Plaid Integrations
It's easy to connect Nutshell + Plaid without coding knowledge. Start creating your own business flow.
Triggers when a lead is won.
Triggers when new Activity is created.
Triggers when new Company is created.
Triggers when a new Lead is created.
Triggers when new Person is created.
Triggers when a new item is created.
Creates a new Company.
Creates a new Lead.
Creates a new Person.
Updates an existing Lead.
Create a new payment recipient