Connect Plane.so and Nutshell
Integrate Plane.so with Nutshell to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Plane.so + Nutshell flows
Start from a real workflow other teams are already running.
Choose a trigger
Plane.so
When this happens...
New Issue Created
Issue Updated
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
Find User in Nutshell when New Issue Created in Planeso
Use this flowCreate Company in Nutshell when New Issue Created in Planeso
Use this flowList Users in Nutshell when New Issue Created in Planeso
Use this flowList Account in Nutshell when New Issue Created in Planeso
Use this flowList Account Type in Nutshell when New Issue Created in Planeso
Use this flowList Activities in Nutshell when New Issue Created in Planeso
Use this flowList Activity Types in Nutshell when New Issue Created in Planeso
Use this flowList Custom Fields For Leads from Nutshell when New Issue Created in Planeso
Use this flowList Items For Leads in Nutshell when New Issue Created in Planeso
Use this flowList Leads in Nutshell when New Issue Created in Planeso
Use this flowSupported Triggers & Actions
Everything you can automate between Plane.so and Nutshell.
When this happensTriggers
A trigger is an event that starts a workflow.
New Issue Created
This trigger returns details of any issues that have been created in the specified project within the last 15 minutes.
Issue Updated
Triggers when a issue is modify.
Do thisActions
Action is the task that follows automatically within your Plane.so integrations.
Add a Project
Add project in a workspace.
Fetch all projects
Fetches a list of all projects within a specified workspace.
Get Project Details
Get project details in a workspace.
Update project details
Update a project in a workspace.
Create an Issue
Adds a new issue to a specified project.
Retrieve Project Issues
Retrieves a list of all issues within a specific project.
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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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Plane.so
Plane.so is a platform designed to streamline project management and collaboration. It offers tools for task tracking, team communication, and project planning, making it easier for teams to stay organized and productive.
Learn moreSimilar apps
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 Plane.so 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 Plane.so 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 Plane.so triggers actions in Nutshell, and a separate workflow where Nutshell triggers actions in Plane.so. 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 Plane.so and Nutshell. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Plane.so 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.
