Connect Nutshell and Placker to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Nutshell
Choose an Action
Automatically do this!
Get Board Label
Search Card
Add Label to Card
Create Card
Remove Label From Card
Get Card Details
Ready to use Nutshell and Placker automations
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- text is aiReplytoCommentSend a Private ReplyAdd Step
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- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
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- Send for Approval acceptCreate Entry of expensesAdd Step
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- has responseSendDMMessageAdd Step
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Card Created
Triggers when card is created in a specipic board.
Card Status Changed
Triggers when card status is changed in a specipic board.
Card Archived
Triggers when card is archived in a specipic board.
Card Unarchived
Triggers when card is unarchived in a specipic board.
Card Removed
Triggers when card is removed in a specipic board.
Comment Added to Card
Triggers when comment is added to card in a specipic board.
Do thisActions
Action is the task that follows automatically within your Nutshell integrations.
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 Placker accounts to viaSocket. Once connected, you can set up a workflow where an event in Nutshell triggers actions in Placker (or vice versa).
Absolutely. You can customize how Nutshell data is recorded in Placker. This includes choosing which data fields go into which fields of Placker, setting up custom formats, and filtering out unwanted information.
The data sync between Nutshell and Placker 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 Placker. 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.
Learn MoreAbout Placker
Placker provides planning and tracking tools to save time, avoid mistakes and get work done.
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