Nutshell
Sales CRM for contacts, companies, leads, activities, emails, reports, and pipeline stages.
Designed for sales CRM records such as companies, contacts, leads, people profiles, activities, and won leads.
Example Use Cases
These are the Nutshell actions Snow can use when building apps with you. Connecting an account does not make Snow run these on its own.
Tool to create one or more accounts in Nutshell. Use when you need to add new company accounts. Each account must have at least one of: name, phone, email, address, or url.
Tool to create one or more contacts in Nutshell CRM. Use when you need to add new contacts to the system. Each contact must have at least one identifier field (name, phone, email, address, or url).
Tool to create a lead in Nutshell CRM using the JSON-RPC API. Use when you need to add a new lead to the system. The description field is required, while other fields like manualValue, dueTime, customFields, and links are optional.
Tool to retrieve an account from Nutshell. Use when you need to get details about a specific account. Supports retrieving multiple accounts by providing comma-separated IDs.
Tool to retrieve a specific contact by ID from Nutshell CRM. Use when you need to get detailed information about a contact.
Tool to retrieve a specific lead by ID from Nutshell CRM. Use when you need to get detailed information about a lead.
Tool to get a list of contacts from Nutshell CRM. Use when you need to retrieve multiple contacts with optional filtering, searching, sorting, and pagination.
Tool to get a list of leads from Nutshell CRM. Use when you need to retrieve multiple leads with optional filtering, searching, sorting, and pagination.
Tool to update a lead in Nutshell CRM using JSON Patch operations. Use when you need to modify specific fields of a lead without replacing the entire resource. Supports standard JSON Patch operations (add, remove, replace, move, copy) and can update custom fields.
Tool to update a contact using JSON Patch operations. Use when you need to modify specific fields of an existing contact such as name, description, or links to other entities. Supports updating custom fields and standard fields.