STEP 1
Connect Agile CRM and Nutshell
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
Agile CRM and Nutshell Integration
Build crm workflows between Agile CRM and Nutshell on a visual canvas — set up data fields sync between apps once and let data flow when events come automatically. Integration will work without code and your team will see the workflow inside WEXTL® builder.
3-day trialCancel anytimeUp to 10 minutes quick set up
- GDPR
- Data Encryption
- 2FA
- Local Data Region
How to connect Agile CRM to Nutshell
Set up your Agile CRM and Nutshell integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Agile CRM and Nutshell nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.
STEP 3
Map your data
Choose which fields need to sync between Agile CRM and Nutshell. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Agile CRM and Nutshell work in WEXTL?
WEXTL exposes actions and triggers for Agile CRM and Nutshell that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.
Nutshell triggersAgile CRM actions
Nutshell modules
- Add Two Numbers (JSON RPC)Adds two numbers.
- Create a ContactCreates a contact.
- Create a Contact Custom FieldCreates a custom field for contacts.
- Create a Contact (JSON RPC)Creates a contact.
- Create a LeadCreates a lead.
- Create a Lead Custom FieldCreates a custom field for leads.
- Create a Lead (JSON RPC)Creates a lead.
- Create an AccountCreates an account.
- Create an Account Custom FieldCreates a custom field for accounts.
- Create an Account (JSON RPC)Creates an account.
- Create an ActivityCreates an activity.
- Create an Activity (JSON RPC)Creates an activity.
- Create an AudienceCreates an audience.
- Create an Email (JSON RPC)Saves an email message.
- Create a New SourceCreates a source.
- Create a New TaskCreates a task.
- Create an Invoice from a QuoteCreates an invoice by copying a quote.
- Create a NoteCreates a note.
- Create a Note (JSON RPC)Creates a note on a record.
- Create a Product CategoryCreates a product category.
- Create a Product (JSON RPC)Creates a product.
- Create a Source (JSON RPC)Creates a source, or returns the one with that name.
- Create a TagCreates a tag.
- Create a Tag (JSON RPC)Creates a tag.
- Create a Task (JSON RPC)Creates a task.
- Create a Team (JSON RPC)Creates a team.
- Create a User (JSON RPC)Creates a user.
- Delete a ContactDeletes a contact.
- Delete a Contact (JSON RPC)Deletes a contact.
- Delete a LeadDeletes a lead.
- Delete a Lead Competitor RelationshipRemoves a competitor from a lead.
- Delete a Lead (JSON RPC)Deletes a lead.
- Delete an AccountDeletes an account.
- Delete an Account (JSON RPC)Deletes an account.
- Delete an Activity (JSON RPC)Deletes an activity.
- Delete a NoteDeletes a note.
- Delete a Note (JSON RPC)Deletes a note.
- Delete a ProductDeletes a product.
- Delete a Product (JSON RPC)Deletes a product.
- Delete a Product on a LeadRemoves a product from a lead.
- Delete a SourceDeletes a source.
- Delete a TagDeletes a tag.
- Delete a TaskDeletes a task.
- Delete a Task (JSON RPC)Deletes a task.
- Delete a Team (JSON RPC)Deletes a team.
- Delete a User (JSON RPC)Deletes a user.
- Download a FileDownloads a file attached in Nutshell.
- Edit a Contact (JSON RPC)Updates a contact.
- Edit a Lead (JSON RPC)Updates a lead.
- Edit an Account (JSON RPC)Updates an account.
Agile CRM modules
- Create CompanyCreates a new company.
- Create ContactCreates a new contact.
- Create DealCreates a new deal.
- Delete CompanyDeletes a company.
- Delete ContactDeletes a contact.
- Delete DealDeletes a deal.
- Get CompanyReturns a single company by ID.
- Get ContactReturns a single contact by ID.
- Get DealReturns a single deal by ID.
- List CompaniesRetrieves a paginated list of companies.
- List ContactsRetrieves a paginated list of contacts.
- List DealsRetrieves a paginated list of deals.
- Make an API CallPerforms an arbitrary authorized API call.
- Update CompanyPartially updates a company.
- Update ContactPartially updates a contact.
- Update DealPartially updates a deal.
Frequently asked questions
Common questions about connecting Agile CRM and Nutshell.
Connect your Agile CRM and Nutshell accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: when Nutshell's "Watch Changes" fires, WEXTL can "Create Company" in Agile CRM. Agile CRM has 16 actions (including Create Company, Create Contact, and Create Deal); Nutshell has 199 actions (including Add Two Numbers (JSON RPC), Create a Contact, and Create a Contact Custom Field). Add filters and transforms between steps when you need them. [1]
Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it. [2]
No. Agile CRM-to-Nutshell automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment Agile CRM (or Nutshell) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]
A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.
You can build your Agile CRM + Nutshell automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]
References
List of sources used to gather information about the Agile CRM and Nutshell integration.
- Agile CRM and Nutshell integration source code, module specs and credentials implementation.
- Our Agile CRM and Nutshell integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Agile CRM and Nutshell — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® visual workflow builder, anonymized data from our technical support team.
- Agile CRM integration information
- Nutshell integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library