App

Nutshell

Nutshell is an affordable, easy-to-use CRM that helps small-business sales teams win more deals.

Connects with an API keynutshell.com

6 triggers12 actions

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What your agent can do with Nutshell

Triggers and actions 6 triggers · 12 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.

Not listed?

Need a trigger or action that is not here?

Ask your agent. Describe what you need in plain language and it reads the Nutshell API documentation, builds the operation at whatever depth the API allows, tests every branch and ships it. The list above is what exists today, not the limit.

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