?>
  1. App Directory
  2. Plaid
  3. Integrations
  4. Nutshell

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.

Heart

20 Million work hours saved

Award Winning App Integration Platform

top50-development-product top50-analytics sitejabber Capterra Ease of Use for Application Development 21-Oct GetApp Category Leaders for No Code Platform Oct-21 Software Advice Frontrunners for No Code Platform Oct-21
Plaid Integrations
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 a low-cost, simple-to-use CRM that assists small-business sales teams in closing more deals.

Nutshell Integrations
Nutshell Alternatives

Looking for the Nutshell Alternatives? Here is the list of top Nutshell Alternatives

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

Compliance Certifications and Memberships

GDPR pciDss iso soc

Highly rated by thousands of customers all over the world

Capterra
G2
Gartner
Trustpilot
Get App
Software Advice

We’ve been featured on

featuredon

How Plaid & Nutshell Integrations Work

  1. Step 1: Choose Plaid as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Nutshell as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Plaid to Nutshell.

    (2 minutes)

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

Suggested Integrations

Page reviewed by: Abhinav Girdhar  | Last Updated on January 25,2023 05:21 pm