78 available actions

What your AI agent can do in Nutshell

Nutshell is a flexible CRM and email marketing platform that helps small businesses manage contacts, sales pipelines, and customer relationships. This page lists every available action. Your agent only receives the actions and permissions required for the role you approve.

Common starting points

Get ContactTool to retrieve a specific contact by ID from Nutshell CRM.
Get LeadTool to retrieve a specific lead by ID from Nutshell CRM.
Create LeadTool to create a lead in Nutshell CRM using the JSON-RPC API.
Create AccountsTool to create one or more accounts in Nutshell.
Update Nutshell ContactTool to update a contact using JSON Patch operations.
Update LeadTool to update a lead in Nutshell CRM using JSON Patch operations.

Browse all 78 actions by capability

Open a capability to see every supported action and its description.

Find & reviewLook up and review existing recordsView 48 actionsHide actions

Get AccountTool to retrieve an account from Nutshell.
Get Account Custom FieldsTool to retrieve custom fields for a specific account in Nutshell.
Get ActivityTool to retrieve a single activity by ID from Nutshell CRM.
Get ContactTool to retrieve a specific contact by ID from Nutshell CRM.
Get Contact Custom FieldsTool to retrieve custom fields for a specific contact in Nutshell.
Get LeadTool to retrieve a specific lead by ID from Nutshell CRM.
Get Lead's Custom FieldsTool to retrieve custom fields for a specific lead in Nutshell CRM.
Get NoteTool to retrieve a single note by ID from Nutshell CRM.
Get Product CategoryTool to retrieve a single product category by ID from Nutshell CRM.
Get TaskTool to retrieve a single task by ID from Nutshell CRM.
List Account Custom Field AttributesTool to retrieve all account custom field attributes from Nutshell CRM.
List Account FieldsTool to retrieve all available fields for accounts in Nutshell.
List AccountsTool to retrieve list items for all accounts in Nutshell CRM.
List Account TypesTool to retrieve a list of all account types from Nutshell CRM.
List ActivitiesTool to retrieve a list of activities from Nutshell CRM.
List Activity TypesTool to retrieve a list of all activity types from Nutshell CRM.
List Competitor MapsTool to get a list of lead-competitor relationships from Nutshell CRM.
List CompetitorsTool to get a list of competitors from Nutshell CRM.
List ContactsTool to get a list of contacts from Nutshell CRM.
List Contact Custom Field AttributesTool to retrieve all available custom field attributes for contacts in Nutshell.
List Contact FieldsTool to retrieve all available fields for contacts in Nutshell.
List ContactsTool to retrieve list items for all contacts in Nutshell CRM.
List Deleted EventsTool to get a feed of deletion events from Nutshell CRM.
List EditionsTool to retrieve a list of all editions from Nutshell CRM.
List EventsTool to get a list of events from Nutshell CRM.
List FiltersTool to get saved filters from Nutshell CRM.
List FormsTool to get all forms from Nutshell.
List IndustriesTool to retrieve a list of all industries from Nutshell CRM.
List InvoicesTool to get a list of invoices from Nutshell CRM.
List LeadsTool to get a list of leads from Nutshell CRM.
List Lead Custom Field AttributesTool to retrieve all applicable custom field attributes for leads in Nutshell CRM.
List Lead FieldsTool to retrieve all available fields for leads in Nutshell.
List LeadsTool to retrieve list items for all leads in Nutshell CRM.
Get Leads ReportTool to get reports for leads from Nutshell CRM.
List Lead StagesTool to retrieve all stages associated with a specific lead in Nutshell CRM.
List MarketsTool to retrieve a list of all markets from Nutshell CRM.
List NotesTool to get a list of notes from Nutshell CRM.
List Lead OutcomesTool to retrieve a list of lead outcomes from Nutshell CRM.
List Product CategoriesTool to get a list of all product categories from Nutshell CRM.
List Product MapsTool to get a list of lead products from Nutshell CRM.
List ProductsTool to get a list of products from Nutshell CRM.
List QuotesTool to get a list of quotes from Nutshell CRM.
List SourcesTool to retrieve a list of sources from Nutshell CRM.
List StagesTool to retrieve a list of all stages from Nutshell CRM.
List PipelinesTool to retrieve a list of all pipelines (stagesets) from Nutshell CRM.
List TagsTool to retrieve a list of tags from Nutshell CRM.
List TerritoriesTool to retrieve a list of all territories from Nutshell CRM.
List UsersTool to get a list of all users from Nutshell CRM.

Create & communicateCreate records or send supported messagesView 9 actionsHide actions

Create AccountsTool to create one or more accounts in Nutshell.
Create Custom Field for AccountsTool to create a custom field for accounts in Nutshell.
Create ActivitiesTool to create one or more activities in Nutshell CRM.
Create ContactsTool to create one or more contacts in Nutshell CRM.
Create LeadTool to create a lead in Nutshell CRM using the JSON-RPC API.
Create Custom Field for LeadsTool to create a custom field for leads in Nutshell.
Create NotesTool to create a note in Nutshell.
Create SourcesTool to create new sources in Nutshell CRM.
Create TagsTool to create one or more tags in Nutshell.

Update & manageChange and manage existing recordsView 7 actionsHide actions

Edit Nutshell AccountTool to edit an existing account in Nutshell CRM.
Set Lead PipelineTool to set the pipeline (stageset) for a lead in Nutshell CRM.
Update Account with JSON PatchTool to update an account in Nutshell using JSON Patch operations.
Update Nutshell ContactTool to update a contact using JSON Patch operations.
Update LeadTool to update a lead in Nutshell CRM using JSON Patch operations.
Update Lead StatusTool to update the status of a lead in Nutshell CRM.
Update Task with JSON PatchTool to update a task in Nutshell using JSON Patch operations.

Remove & cancelRemove records or cancel supported workView 6 actionsHide actions

Delete AccountTool to delete an account from Nutshell.
Delete ContactTool to delete a contact by ID.
Delete LeadTool to delete a lead from Nutshell CRM.
Delete NoteTool to delete a note from Nutshell CRM.
Delete Product MapTool to delete a product on a lead.
Delete TaskTool to delete a task from Nutshell CRM.

Other actionsSpecialist and administrative actions.View 8 actionsHide actions

Reopen LeadTool to reopen a lead in Nutshell CRM.
Undelete AccountTool to undelete a previously deleted account in Nutshell.
Undelete ContactTool to undelete a previously deleted contact in Nutshell CRM.
Undelete LeadTool to undelete a previously deleted lead from Nutshell CRM.
Undelete NoteTool to undelete a previously deleted note in Nutshell CRM.
Undelete SourceTool to undelete a source by ID.
Undelete TagTool to undelete a previously deleted tag in Nutshell.
Watch LeadTool to watch a lead in Nutshell CRM.

Connection record

A connection you can control.

Sign-in: Customer-managed key
Setup: Use a key you create and control. It is stored securely and limited to the work agreed for the role.
Boundaries: Only the approved role and actions.
Off switch: Revoke the connection from your account.

FAQ

Before you connect Nutshell

How does the agent connect to Nutshell?

With a key you create and control. It is stored securely, permissions are limited to what the agent needs, and you can revoke it at any time.

What can the agent actually do in Nutshell?

The page above lists the 78 actions currently available through the Nutshell connection. The role determines which of those actions the agent may use, and write access is only enabled when the workflow needs it.

Is Nutshell included in my plan?

Connections are priced per tool on top of the base plan. Some are included and some are premium. See pricing for how connection charges work.

How long until Nutshell is ready?

Timing depends on the sign-in method, permissions and workflow being connected. We confirm the scope and setup plan before enabling the connection.

Bring the workflow together

Ready to put Nutshell to work?

Start with the responsibility you want off your plate. We’ll map the connection and the boundaries around it.

Book a setup call Browse all connections

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