Connect Nutshell to noCRM.io

Both apps 42Nutshell 18noCRM.io 24

• Trigger
  Activity Logged

  Triggers when an Activity is logged.

• Trigger
  Lead Won

  Triggers when a lead is won.

• Trigger
  New Activity

  Triggers when new Activity is created.

• Trigger
  New Company

  Triggers when new Company is created.

• Trigger
  New Lead

  Triggers when a new Lead is created.

• Trigger
  New Person

  Triggers when new Person is created.

• Action
  Create Company

  Creates a new Company.

• Action
  Create Lead

  Creates a new Lead.

• Action
  Create Person

  Creates a new Person.

• Action
  Find Company

  Finds an existing company.

• Action
  Find Lead

  Finds an existing lead by a particular field. Defaults to searching open leads, falls back to all leads.

• Action
  Find Person

  Finds an existing person.

• Action
  Find User

  Finds an existing User.

• Action
  Log Activity

  Creates and logs a new Activity.

• Action
  Update Company

  Updates an existing Company.

• Action
  Update Lead

  Updates an existing Lead.

• Action
  Update Lead Outcome

  Updates a Lead Outcome.

• Action
  Update Person

  Updates an existing Person.

• Trigger
  Lead Status Changed

  Triggers when a specific status of the lead is changed.

• Trigger
  New Client Folder

  Triggers when a client folder is created.

• Trigger
  New Deleted Lead

  Triggers when a lead is deleted. This trigger only works for Expert edition and above .

• Trigger
  New Lead

  Triggers when a lead is created.

• Trigger
  New Lead Assigned

  Triggers when a lead is assigned or re-assigned to someone. This trigger only works for Expert edition and above .

• Trigger
  New Lead Comment

  Triggers when a lead is comment on. This trigger only works for Expert edition and above .

• Trigger
  New Lead Content or Title Changed

  Triggers when the content or the title of a lead is updated. This trigger only works for Expert edition and above .

• Trigger
  New Prospect

  Triggers when a prospect is created in any prospecting list or in a specific one. This trigger only works for Expert edition and above .

• Action
  Add Attachment

  Add an attachment to a lead

• Action
  Add Comment

  Create a comment on a specific lead based on the parameters given. This action only works for Expert edition and above .

• Action
  Add Tags

  Create a new tag on a specific lead based on the parameters given. This action only works for Expert edition and above .

• Action
  Assign Lead

  Assign the lead to a user

• Action
  Call Simplified API

  Call our simplified API to interact with your data

• Action
  Change Lead's Title

  Change the title of a lead

• Action
  Change Status

  Change the status of a lead to Standby, Won, Cancelled or Lost

• Action
  Change Step

  Change the step of a lead

• Action
  Create Lead

  Creates a new lead.

• Action
  Create Prospect

  Create a prospect on a specific prospecting list based on the data given. This action only works for Expert edition and above .

• Action
  Delete Lead

  Moves a lead to the trash.

• Action
  Find Lead

  Finds a lead from an email address.

• Action
  Get Lead

  Look up one lead by its id and return its full details, including its status, reminder, amount, owner and your account's own custom fields.

• Action
  Log an Activity

  Log an activity on a specific lead based on the parameters given. This action only works for Expert edition and above .

• Action
  Set Amount and Probability

  Set the amount and the probability of a lead

• Action
  Set the Estimated Closing Date

  Set the estimated closing date on a lead

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.