Integration
Connect Process Street to Nutshell
When something happens in Process Street, your agent does the next thing in Nutshell. Describe it in plain language and the automation is built, tested on every branch and kept running.
Build it
What do you want Process Street and Nutshell 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.
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Connect Claude CodeEverything your agent can do with Process Street and Nutshell
Triggers and actions 10 triggers ยท 20 actions
Trigger
New Comment AttachmentTriggers when someone attaches a file to a comment in a workflow run.
Trigger
New Task CheckedTriggers when a task is checked off in a workflow.
Trigger
New Workflow RunTriggers when a workflow is run.
Trigger
Task ReadyTriggers when a task is ready to be worked on.
Action
Create Data Set RecordAdds a new record to a data set.
Action
Delete Data Set RecordDeletes an existing record in a data set.
Action
Find Data Set RecordsSearch for data set records by form fields.
Action
Find Workflow RunSearch for a workflow run by ID, name, form fields, and other attributes.
Action
Run WorkflowRuns a workflow.
Action
Update Data Set RecordUpdates an existing record in a data set.
Action
Update TaskUpdate a task in a workflow run.
Action
Update Workflow RunUpdate an existing workflow run.
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.
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
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