Connect Nutshell and Aisle Planner to Build Intelligent Automations
Enable Integrations or automations with these events of Nutshell and Aisle Planner
Enable Integrations or automations with these events of Nutshell and Aisle Planner
Actions
Find User
Finds an existing User by email.
Create Company
Creates a new Company.
List Users
Get list of users
List Account
Get all accounts and associated data in your Nutshell instance.
List Account Type
Get a list of all account types in a Nutshell instance.
List Activities
List all activities.
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Frequently Asked Questions
To start, connect both your Nutshell and Aisle Planner accounts to viaSocket. Once connected, you can set up a workflow where an event in Nutshell triggers actions in Aisle Planner (or vice versa).
Absolutely. You can customize how Nutshell data is recorded in Aisle Planner. This includes choosing which data fields go into which fields of Aisle Planner, setting up custom formats, and filtering out unwanted information.
The data sync between Nutshell and Aisle Planner typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Nutshell and Aisle Planner. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Nutshell
Nutshell is an affordable, easy-to-use CRM that helps small-business sales teams win more deals.
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About Aisle Planner
Aisle Planner started with the idea that there was a better way to plan weddings - that wedding professionals could have all of the wedding planning and client management tools they need, all in one reliable place. With everything from lead management and booking tools to checklists, day-of timelines and a guest manager, Aisle Planner has what wedding industry pros need to book clients quickly and manage the million and one details that come with the job.
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