Integration
Connect Nutshell and Referrizer
When New Activity fires in Nutshell, your agent runs Create Contact in Referrizer, or New Contact in Referrizer to Create Lead in Nutshell. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Nutshell and Referrizer to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.
Set it up in your client
Claude Code
Run this in the directory you want to work in.
claude mcp add --transport http -s project apiant-ai https://mcp.apiant.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)Claude, web and desktop
Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.
Setup guide (opens in a new tab)Cursor
Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.
Setup guide (opens in a new tab)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)Codex and the ChatGPT desktop app
Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.
Setup guide (opens in a new tab)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
Setup guide (opens in a new tab)Any other MCP client
Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.
Setup guide (opens in a new tab)Example flows
What Nutshell and Referrizer can do together
From Nutshell to Referrizer
When New Activity in Nutshell
then Create Contact in Referrizer
When New Company in Nutshell
then Update Contact in Referrizer
From Referrizer to Nutshell
When New Contact in Referrizer
then Create Lead in Nutshell
When New Visit in Referrizer
then Update Lead in Nutshell
Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships.
Everything your agent can do with Nutshell and Referrizer
Triggers and actions 8 triggers · 24 actions
Trigger
Activity LoggedTriggers when an Activity is logged.
Trigger
Lead WonTriggers when a lead is won.
Trigger
New ActivityTriggers when new Activity is created.
Trigger
New CompanyTriggers when new Company is created.
Trigger
New LeadTriggers when a new Lead is created.
Trigger
New PersonTriggers when new Person is created.
Action
Create CompanyCreates a new Company.
Action
Create LeadCreates a new Lead.
Action
Create PersonCreates a new Person.
Action
Find CompanyFinds an existing company.
Action
Find LeadFinds an existing lead by a particular field. Defaults to searching open leads, falls back to all leads.
Action
Find PersonFinds an existing person.
Action
Find UserFinds an existing User.
Action
Log ActivityCreates and logs a new Activity.
Action
Update CompanyUpdates an existing Company.
Action
Update LeadUpdates an existing Lead.
Action
Update Lead OutcomeUpdates a Lead Outcome.
Action
Update PersonUpdates an existing Person.
Trigger
New ContactTriggers when a new contact is added in Referrizer.
Trigger
New VisitTriggers when a contact checks in (a new visit is recorded) in Referrizer.
Action
Create ContactCreates a new contact in Referrizer and returns it.
Action
Create Custom FieldCreates a custom field on Referrizer contacts.
Action
Create LabelCreates a label for tagging Referrizer contacts.
Action
Create VisitChecks a Referrizer contact in by creating a visit.
Action
Delete ContactDeletes a Referrizer contact.
Action
Find ContactFinds Referrizer contacts matching an email or phone number.
Action
Get ContactReturns one Referrizer contact by its ID.
Action
Get LabelReturns one Referrizer label by its ID.
Action
Get VisitReturns one Referrizer visit by its ID.
Action
Send TextSends an SMS text to a Referrizer contact or phone number.
Action
Update ContactUpdates an existing Referrizer contact and returns it.
Action
Update Loyalty PointsAdds or subtracts loyalty points on a Referrizer contact.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
More from Nutshell
Nutshell to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Nutshell to Hyperstack CertificatesHyperstack helps you easily create and manage digital certificates & badges for your events or courses.
Nutshell to PixabayPixabay is a free image and video library. Search over 4 million royalty-free photos, illustrations, vector...
Nutshell to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Nutshell to MailchimpMailchimp marketing automation and email platform.
Nutshell to StripeStripe is a payment processing platform for online businesses.
More into Referrizer
HubSpot to ReferrizerHubSpot is your all-in-one stop for all of your marketing software needs.
Google Sheets to ReferrizerGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to ReferrizerGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to ReferrizerGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to ReferrizerGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Mailchimp to ReferrizerMailchimp marketing automation and email platform.
Questions
Nutshell and Referrizer, answered
What can start an automation from Nutshell?
Any of Nutshell's 6 triggers in the catalog, including New Activity, New Company, New Lead and New Person. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Referrizer when something happens in Nutshell?
Any of Referrizer's 12 actions, including Create Contact, Create Custom Field, Create Label and Create Visit. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Referrizer to Nutshell?
Yes. When something happens in Referrizer, your agent can act in Nutshell too. This page covers both directions: Referrizer's triggers and Nutshell's actions are listed here as well.
Do I have to build a connector for Nutshell or Referrizer?
No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running.
Can my AI client use Nutshell and Referrizer without building an automation?
Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both.
What happens when something fails?
Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.
Is there a free plan?
Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.