Connect Flattrade and Nutshell
Integrate Flattrade with Nutshell to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Get Quotes from Flattrade when New Lead Created in Nutshell
Get User Details from Flattrade when New Lead Created in Nutshell
Place Order with Flattrade when New Lead Created in Nutshell
Get Time Price Data from Flattrade when New Lead Created in Nutshell
Get Single Order History from Flattrade when New Lead Created in Nutshell
Popular Flattrade + Nutshell flows
Start from a real workflow other teams are already running.
Choose a trigger
Flattrade
When this happens...
- Request a new Trigger for Flattrade
Choose an action
Nutshell
Automatically do this!
Find User
Create Company
List Users
List Account
List Account Type
List Activities
List Activity Types
List Custom Fields For Leads
List Items For Leads
List Leads
List Contacts
List Applicable Custom Fields
List Notes
List lead products
List Sources
List Stages
List Pipelines
List Tags
Find Customers
Find Leads
Create Person
Create Lead
Create Tag
Get Quotes from Flattrade when New Lead Created in Nutshell
Use this flowGet User Details from Flattrade when New Lead Created in Nutshell
Use this flowPlace Order with Flattrade when New Lead Created in Nutshell
Use this flowGet Time Price Data from Flattrade when New Lead Created in Nutshell
Use this flowGet Single Order History from Flattrade when New Lead Created in Nutshell
Use this flowGet Positions from Flattrade when New Lead Created in Nutshell
Use this flowGet Order Book from Flattrade when New Lead Created in Nutshell
Use this flowGet Quotes from Flattrade when New Lead Marked Won in Nutshell
Use this flowGet User Details from Flattrade when New Lead Marked Won in Nutshell
Use this flowPlace Order with Flattrade when New Lead Marked Won in Nutshell
Use this flowSupported Triggers & Actions
Everything you can automate between Flattrade and Nutshell.
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead Created
Runs when a new lead is created in Nutshell, within a configurable polling window.
New Lead Marked Won
Runs when a lead is marked won within a chosen time window.
Do thisActions
Action is the task that follows automatically within your Flattrade integrations.
Get Quotes
Retrieve live quote for a selected instrument and exchange.
Get User Details
Retrieve account details for the logged-in Flattrade user.
Place Order
Place a buy or sell market, limit, or SL-Limit order with price, quantity, product, exchange and optional trigger or remarks.
Get Time Price Data
Retrieve historical time-price data for a Flattrade instrument.
Get Single Order History
Retrieve history records for a specified Flattrade order.
Get Positions
Retrieve open and day positions for the logged-in Flattrade account. Use it to check holdings before placing orders.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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About Flattrade
Flattrade is an Indian discount stockbroker that offers a free API (Pi) for trading on NSE, BSE, NFO and MCX. With this integration you can search instruments, fetch live quotes and historical candle data, place and cancel orders, and check your order book and positions. The MA Crossover Signal trigger watches an instrument's moving averages and fires a BUY when the fast average (default 7) crosses above the slow one (default 18) and a SELL when it crosses back, so you can automate indicator-based trades.
Learn more
About Nutshell
Nutshell is an affordable, easy-to-use CRM that helps small-business sales teams win more deals.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Flattrade and Nutshell accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Flattrade and Nutshell as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Nutshell. No coding required.
Yes. You can set up a workflow where Flattrade triggers actions in Nutshell, and a separate workflow where Nutshell triggers actions in Flattrade. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Flattrade and Nutshell. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Flattrade and Nutshell integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
