Connect ponto and Nutshell
Integrate ponto with Nutshell to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Payment in Ponto when New Lead Created in Nutshell
Retrieve Payment Details from Ponto when New Lead Created in Nutshell
List Accounts from Ponto when New Lead Created in Nutshell
List Transactions from Ponto when New Lead Created in Nutshell
Create Payment in Ponto when New Lead Marked Won in Nutshell
Popular ponto + Nutshell flows
Start from a real workflow other teams are already running.
Choose a trigger
ponto
When this happens...
- Request a new Trigger for ponto
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
Create Payment in Ponto when New Lead Created in Nutshell
Use this flowRetrieve Payment Details from Ponto when New Lead Created in Nutshell
Use this flowList Accounts from Ponto when New Lead Created in Nutshell
Use this flowList Transactions from Ponto when New Lead Created in Nutshell
Use this flowCreate Payment in Ponto when New Lead Marked Won in Nutshell
Use this flowRetrieve Payment Details from Ponto when New Lead Marked Won in Nutshell
Use this flowList Accounts from Ponto when New Lead Marked Won in Nutshell
Use this flowList Transactions from Ponto when New Lead Marked Won in Nutshell
Use this flowSupported Triggers & Actions
Everything you can automate between ponto 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 ponto integrations.
Create Payment
Create a payment from a connected bank account, including amount, currency, creditor details, and optional execution date.
Retrieve Payment Details
Retrieve details for a specific payment on an account.
List Accounts
List connected accounts and choose which fields and how many accounts to return.
List Transactions
Retrieve transactions for a selected account. Configure page limit, cursors, selected fields, or fetch all.
Find User
Finds an existing User by email.
Create Company
Creates a new Company.
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 ponto
Ponto lets companies automate their finances by offering an API on top of 150+ European banks. Ponto is an Isabel Group product licensed in Belgium.
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 ponto 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 ponto 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 ponto triggers actions in Nutshell, and a separate workflow where Nutshell triggers actions in ponto. 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 ponto and Nutshell. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ponto 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.
