Integration

Connect Nutshell to Relevance AI

When something happens in Nutshell, your agent does the next thing in Relevance AI. Describe it in plain language and the automation is built, tested on every branch and kept running.

Nutshell6 triggersNutshell12 actionsRelevance AI5 actions

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Build it

What do you want Nutshell and Relevance AI to do together?

Describe it and your agent reads both APIs, builds the automation, tests every branch and ships it. The list below is what exists today, not the limit.

Ask the assistant

You'll sign in before anything runs. What you typed comes with you.

Or work from Claude Code

Install the APIANT plugin for Claude Code and build, edit, test and read run history from your terminal. Every plan gets this, including free, and it spends no assistant credits.

Connect Claude Code

Everything your agent can do with Nutshell and Relevance AI

Triggers and actions 6 triggers · 17 actions

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.
Action
Get Task
Get a single task (conversation thread) by ID for an agent, including status and messages. Endpoint hint: Agent.getTask / task status polling.
Action
List Tasks
List tasks (conversation threads) for an agent, paginated/sortable/filterable by status. Endpoint hint: Agent.getTasks.
Action
Message Agent
Sends a message to an Agent. Doesn't wait for a response.
Action
Message Workforce
Sends a message to a Workforce. Doesn't wait for a response.
Action
Run Tool
Execute a Tool in Relevance AI. Waits for a response for up to 60 seconds.

Each app on its own

The other way round: Relevance AI to Nutshell