Connect Nutshell and Planning Pod to Build Intelligent Automations

Choose a Trigger

Nutshell

When this happens...

Choose an Action

Planning Pod

Automatically do this!

Enable Integrations or automations with these events of Nutshell and Planning Pod

Enable Integrations or automations with these events of Nutshell and Planning Pod

Actions

Find User

Find User

Finds an existing User by email.

Create Company

Create Company

Creates a new Company.

List Users

List Users

Get list of users

List Account

List Account

Get all accounts and associated data in your Nutshell instance.

List Account Type

List Account Type

Get a list of all account types in a Nutshell instance.

List Activities

List Activities

List all activities.

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Frequently Asked Questions

How do I start an integration between Nutshell and Planning Pod?

To start, connect both your Nutshell and Planning Pod accounts to viaSocket. Once connected, you can set up a workflow where an event in Nutshell triggers actions in Planning Pod (or vice versa).

Can we customize how data from Nutshell is recorded in Planning Pod?

Absolutely. You can customize how Nutshell data is recorded in Planning Pod. This includes choosing which data fields go into which fields of Planning Pod, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Nutshell and Planning Pod?

The data sync between Nutshell and Planning Pod typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Nutshell to Planning Pod?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Nutshell and Planning Pod?

Yes, you can set conditional logic to control the flow of data between Nutshell and Planning Pod. 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.

Nutshell

About Nutshell

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

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Planning Pod

About Planning Pod

Planning Pod is an event management platform designed for event venues and planning professionals to keep you and your team organized and to centralize your event details.

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