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.
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Integrate Nutshell
with your AI CRM
Nutshell is a flexible CRM and email marketing platform that helps small businesses manage contacts, sales pipelines, and customer relationships.
Explore Triggers and Actions
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.
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Create Contacts
Create a contact in Nutshell CRM. Each contact must have at least one identifier field: name, phone, email, address, or URL.
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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.
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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.
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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.
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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.
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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).
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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).
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Delete Account
Delete a Nutshell account by ID. Deleted accounts can be restored from the trash within 30 days via the undelete endpoint.
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Delete Contact
Tool to delete a contact by ID. Use when you need to remove a contact from Nutshell. Returns success confirmation upon deletion.
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Delete Lead
Tool to delete a lead from Nutshell CRM. Use when you need to remove a lead. Note: Nutshell soft-deletes leads by default, allowing for potential recovery.
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Delete Note
Delete a note from Nutshell CRM by ID. Deleted notes can be restored via the undelete endpoint; returned note details may be limited when the response has no content.
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Delete Product Map
Delete a product mapping from a lead in Nutshell. The response may include details of the deleted product map.
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Delete Task
Tool to delete a task from Nutshell CRM. Use when you need to remove a task. Note: Nutshell soft-deletes tasks by default, allowing for potential recovery.
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Edit Nutshell Account
Tool to edit an existing account in Nutshell CRM. Updates specified fields of an account using the account ID and revision identifier. Supports file uploads via two-step process: specify file in request, receive upload URI in response, POST file to URI. Use when you need to modify account details like name, description, tags, contact information, or associations.
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Get Account
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.
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Get Account Custom Fields
Tool to retrieve custom fields for a specific account in Nutshell. Use when you need to view custom field definitions and values associated with an account.
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Get Activity
Tool to retrieve a single activity by ID from Nutshell CRM. Use when you need to get details about a specific activity. The activity ID must be in the format '{integer}-activities' (e.g., '7-activities').
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Get Contact
Tool to retrieve a specific contact by ID from Nutshell CRM. Use when you need to get detailed information about a contact.
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Get Contact Custom Fields
Retrieve custom field IDs and values for a specific contact in Nutshell.
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Get Lead
Tool to retrieve a specific lead by ID from Nutshell CRM. Use when you need to get detailed information about a lead.
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Get Lead's Custom Fields
Retrieve user-created custom fields for a specific lead in Nutshell CRM. System-managed attribution identifiers are available through the lead's attributionTracking property instead.
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Get Leads Report
Tool to get reports for leads from Nutshell CRM. Use when you need to generate analytics or reporting data about leads, such as sales reports, losses, new leads, forecasts, or attribution reports with optional segmentation and time bucketing.
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Get Note
Tool to retrieve a single note by ID from Nutshell CRM. Use when you need to get details about a specific note. The note ID must be in the format '{integer}-notes' (e.g., '3-notes').
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Get Product Category
Tool to retrieve a single product category by ID from Nutshell CRM. Use when you need to get details about a specific product category. The product category ID must be in the format '{integer}-productCategories' (e.g., '3-productCategories').
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Get Task
Tool to retrieve a single task by ID from Nutshell CRM. Use when you need to get details about a specific task. The task ID must be in the format '{integer}-tasks' (e.g., '7-tasks').
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List Account Custom Field Attributes
Tool to retrieve all account custom field attributes from Nutshell CRM. Use when you need to discover what custom fields are available for account records and their metadata.
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List Account Fields
Tool to retrieve all available fields for accounts in Nutshell. Use when you need to discover what fields are available for account records, their types, and capabilities.
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List Account Types
Tool to retrieve a list of all account types from Nutshell CRM. Use when you need to see available account type options or get account type IDs.
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List Accounts
Tool to retrieve list items for all accounts in Nutshell CRM. Use when you need to get a list of accounts with optional filtering and sorting.
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List Activities
Tool to retrieve a list of activities from Nutshell CRM. Use when you need to get multiple activities with optional filtering by participants, status, date range, or other criteria.
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List Activity Types
Tool to retrieve a list of all activity types from Nutshell CRM. Use when you need to see available activity type options or get activity type IDs.
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List Competitor Maps
Tool to get a list of lead-competitor relationships from Nutshell CRM. Use when you need to retrieve competitor mapping information for leads.
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List Competitors
Tool to get a list of competitors from Nutshell CRM. Use when you need to retrieve all competitors or search for specific competitors by name.
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List Contact Custom Field Attributes
Retrieve available contact custom field IDs in Nutshell to discover which custom fields can be used with contacts.
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List Contact Fields
Tool to retrieve all available fields for contacts in Nutshell. Use when you need to discover what fields are available for contact records, their types, and capabilities.
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List Contacts
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.
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List Contacts
Retrieve contact list items from Nutshell with optional filtering and sorting. Returned item fields are limited to URLs, avatar URL, and initials.
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List Deleted Events
Tool to get a feed of deletion events from Nutshell CRM. Use when you need to track which entities have been deleted and when.
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List Editions
Tool to retrieve a list of all editions from Nutshell CRM. Use when you need to see available edition options or get edition IDs.
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List Events
Tool to get a list of events from Nutshell CRM. Use when you need to retrieve activity feed events with optional filtering by time range, entity, event types, or creator.
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List Filters
Tool to get saved filters from Nutshell CRM. Use when you need to retrieve saved filters for reports or entity lists (leads, contacts, accounts).
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List Forms
Retrieve the non-archived forms in a Nutshell instance.
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List Industries
Tool to retrieve a list of all industries from Nutshell CRM. Use when you need to see available industry options or get industry IDs.
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List Invoices
Tool to get a list of invoices from Nutshell CRM. Use when you need to retrieve invoices with optional filtering by lead, date range, and pagination.
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List Lead Custom Field Attributes
Tool to retrieve all applicable custom field attributes for leads in Nutshell CRM. Use when you need to see available custom field definitions, types, and configuration for leads.
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List Lead Fields
Tool to retrieve all available fields for leads in Nutshell. Use when you need to discover what fields are available for lead records, their types, and capabilities.
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List Lead Outcomes
Tool to retrieve a list of lead outcomes from Nutshell CRM. Use when you need to see available outcome options for leads or get outcome IDs.
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List Lead Stages
Tool to retrieve all stages associated with a specific lead in Nutshell CRM. Use when you need to get the stage progression or workflow stages for a lead.
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List Leads
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.
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List Leads
Retrieve lead list items from Nutshell with optional filtering and sorting. Returned item fields are limited to URLs, avatar URL, and initials.
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List Markets
Tool to retrieve a list of all markets from Nutshell CRM. Use when you need to see available markets or get market IDs and currency information.
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List Notes
Tool to get a list of notes from Nutshell CRM. Use when you need to retrieve multiple notes with optional pagination.
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List Pipelines
Tool to retrieve a list of all pipelines (stagesets) from Nutshell CRM. Use when you need to see available pipelines or get pipeline IDs for lead management.
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List Product Categories
Tool to get a list of all product categories from Nutshell CRM. Use when you need to retrieve all available product categories.
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List Product Maps
Tool to get a list of lead products from Nutshell CRM. Use when you need to retrieve product mapping information for leads.
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List Products
List or search Nutshell CRM products by name or SKU. Without a query, returns active products with optional sorting; search results are limited to 200 and are not sorted by the requested sort.
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List Quotes
Tool to get a list of quotes from Nutshell CRM. Use when you need to retrieve quotes with optional filtering by lead, date range, and pagination.
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List Sources
Tool to retrieve a list of sources from Nutshell CRM. Use when you need to get all possible sources for leads in your Nutshell instance, with optional filtering by name.
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List Stages
List active stages from active Nutshell pipelines visible to the authenticated user, including stage IDs for lead management.
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List Tags
Tool to retrieve a list of tags from Nutshell CRM. Use when you need to get tags with optional filtering by name or type (leads, contacts, accounts).
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List Territories
Tool to retrieve a list of all territories from Nutshell CRM. Use when you need to see available territories or get territory IDs for assignment or filtering purposes.
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List Users
Tool to get a list of all users from Nutshell CRM. Use when you need to retrieve all users in the account.
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Reopen Lead
Tool to reopen a lead in Nutshell CRM. Use when you need to reopen a previously closed or won lead.
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Set Lead Pipeline
Tool to set the pipeline (stageset) for a lead in Nutshell CRM. Use when you need to assign a lead to a specific pipeline. Requires the lead ID and stageset ID to update the lead's pipeline assignment.
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Undelete Account
Tool to undelete a previously deleted account in Nutshell. Use when you need to restore a deleted account. Returns the restored account object with deletedTime set to null.
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Undelete Contact
Tool to undelete a previously deleted contact in Nutshell CRM. Use when you need to restore a contact that was deleted.
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Undelete Lead
Tool to undelete a previously deleted lead from Nutshell CRM. Use when you need to restore a soft-deleted lead.
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Undelete Note
Tool to undelete a previously deleted note in Nutshell CRM. Use when you need to restore a note that was deleted. The note ID must be in the format '{integer}-notes' (e.g., '75-notes').
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Undelete Source
Tool to undelete a source by ID. Use when you need to restore a previously deleted source in Nutshell.
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Undelete Tag
Tool to undelete a previously deleted tag in Nutshell. Use when you need to restore a deleted tag.
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Update Account with JSON Patch
Tool to update an account in Nutshell using JSON Patch operations. Use when you need to modify specific account fields like description, name, or relationships. Supports RFC 6902 JSON Patch format with operations: add, remove, replace, move, copy.
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Update Lead
Update specific fields of a Nutshell lead using JSON Patch operations, including custom fields. Supports add, remove, and replace operations.
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Update Lead Status
Tool to update the status of a lead in Nutshell CRM. Use when you need to change the outcome status of a lead (e.g., mark as won, lost, or other custom outcomes). Optionally associate competitor maps and product maps when updating the status.
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Update Nutshell Contact
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.
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Update Task with JSON Patch
Tool to update a task in Nutshell using JSON Patch operations. Use when you need to modify task fields like title, description, or due time. Supports RFC 6902 JSON Patch format with operations: add, remove, replace, move, copy.
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Watch Lead
Tool to watch a lead in Nutshell CRM. Use when you need to start watching a lead for updates and notifications.
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How the Nutshell integration works
The Nutshell integration connects your Dench AI CRM directly to Nutshell, so agents can read and act on your Nutshell data as part of everyday work — answering questions in chat, keeping your CRM in sync, and running automations without anyone copying data between tools.
78 actions are available for agents to invoke on your behalf. Every call runs through Nutshell's own authorization, scoped to the account you connect.
Set up Nutshell in Dench
- 1
Sign in to your Dench workspace and open Integrations.
- 2
Find Nutshell and click Connect — you'll authorize access through Nutshell's own sign-in flow. No API keys or code required.
- 3
Ask an agent to use Nutshell in chat, or call it from an automation.
- 4
Manage or disconnect the connection any time from workspace settings.
Frequently asked questions
How does the Nutshell integration work with Dench?
The Dench Nutshell integration connects your AI CRM to Nutshell, so AI agents can work with your Nutshell data as part of chats, automations, and CRM workflows. You connect your account once, and every agent in your workspace can use it — governed by your workspace permissions.
What actions can AI agents perform with Nutshell via Dench?
The Nutshell integration currently exposes 78 actions, including Create Accounts, Create Activities, Create Contacts, Create Custom Field for Accounts, Create Custom Field for Leads, and Create Lead. Agents invoke them on your behalf from chat or from automations.
Do I need to write code to connect Nutshell to Dench?
No. You connect Nutshell from your Dench workspace using Nutshell's own sign-in and authorization flow — no API keys to copy, no glue code to maintain.
Is the Nutshell integration secure?
Connections are authorized through Nutshell's own authentication flow, and Dench stores only the authorization needed to act on your behalf. You can review and disconnect the Nutshell connection from your workspace settings at any time.