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.

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Example Use Cases

These are example ways Snow can use Nutshell when building apps with you. This list is meant to show examples, not document every possible capability. Connecting an account does not make Snow run these automatically on its own.

Create Accounts

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.

Create Activities

Tool to create one or more activities in Nutshell CRM. Use when you need to log a completed activity or schedule a future activity such as phone calls, meetings, emails, or notes. All activity fields are optional except the activities array itself. At minimum, provide a name or activityType for meaningful activities.

Create Contacts

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).

Create Custom Field for Accounts

Tool to create a custom field for accounts in Nutshell. Use when you need to add new custom fields to track additional information on company accounts. Supports Text, LongText, Currency, Date, and Decision field types.

Create Custom Field for Leads

Tool to create a custom field for leads in Nutshell. Use when you need to add new custom fields to track additional information on leads. Supports Text, Email, Currency, and Date field types.

Create Lead

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.

Create Notes

Tool to create a note in Nutshell. Use when you need to add notes to contacts, leads, accounts, or other entities in Nutshell CRM. The note will be attached to the specified parent entity.

Create Sources

Tool to create new sources in Nutshell CRM. Use when you need to add source tracking for leads or contacts. Sources help categorize where leads originate (e.g., organic search, paid ads).

Create Tags

Tool to create one or more tags in Nutshell. Use when you need to create new tags for categorizing leads, contacts, or accounts. Each tag requires a name and tagType (1=leads, 2=contacts, 3=accounts).

Delete Account

Tool to delete an account from Nutshell. Use when you need to permanently remove an account. Deletion is permanent and cannot be undone.