?>

Plaid + Nutshell Integrations

Syncing Plaid with Nutshell is currently on our roadmap. Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing.

About Plaid

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.

About Nutshell

Nutshell is an affordable, easy-to-use CRM that helps small-business sales teams win more deals.

Nutshell Integrations
Nutshell Alternatives

Connect the apps you use everyday and find your productivity super-powers.

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

Best Plaid and Nutshell Integrations

  • Plaid Google Contacts

    Nutshell + Google Contacts

    Add Google Contacts for new Nutshell person entries Read More...
    When this happens...
    Plaid New Person
     
    Then do this...
    Google Contacts Create or Update Contacts
    If you want your Nutshell contacts to be in Google Contacts,  you can easily do so with App Pie Connect. Set up this connect flow and whenever a new contact is added to Nutshell, Appy Pie Connect will automatically add that contact to Google Contacts.
    How This Nutshell-Google Contacts Integration Works
    • A new person is created to Nutshell
    • Appy Pie Connect creates new contact to Google Contacts.
    What You Need
    • Nutshell account
    • Google Contacts account
  • Plaid Trello

    Nutshell + Trello

    Create new cards on Trello from new Nutshell leads Read More...
    When this happens...
    Plaid New Lead
     
    Then do this...
    Trello Create Card
    Trello is a collaboration tool that allows your team to organize items into boards, lists, and cards to prioritize projects in an more efficient and flexible way. Collaborate with your team by adding your leads directly to your Trello. After setting this Nutshell-Trello integration up, whenever a new lead is found in Nutshell, Appy Pie Connect will automatically create a new card on your chosen Trello dashboard ensuring everyone is on the same page.
    How This Nutshell-Trello Integration Works
    • A new leads is added to Nutshell
    • Appy Pie Connect creates new card on Trello.
    What You Need
    • Nutshell account
    • Trello account
  • Plaid Trello

    {{item.triggerAppName}} + {{item.actionAppName}}

    {{item.message}} Read More...
    When this happens...
    Plaid {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} {{item.actionTitle}}
Connect Plaid + Nutshell in easier way

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

    Triggers
  • New Item

    Triggers when a new item is created.

  • 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
  • Create payment recipient

    Create a new payment recipient

  • 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 Plaid & Nutshell Integrations Work

  1. Step 1: Choose Plaid as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Plaid with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Nutshell as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Nutshell with Appy Pie Connect.

    (2 minutes)

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