STEP 1
Connect Apptivo 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.
Apptivo and Nutshell Integration
Connect Apptivo and Nutshell to automate crm workflows. Trigger events from one app, run actions in the other and use AI to make smart decisions. Integrate apps in 3 simple steps - no code required.
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Learn about Apptivo and Nutshell
Detailed info you need to know about Apptivo and Nutshell integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Apptivo to Nutshell
Set up your Apptivo and Nutshell integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Apptivo 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 Apptivo and Nutshell. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Apptivo and Nutshell work in WEXTL?
WEXTL exposes actions and triggers for Apptivo 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.
Apptivo triggersNutshell actions
Apptivo modules
- Create a CaseCreates a new case in the system.
- Create a ContactCreates a new contact in the system.
- Create a LeadCreates a lead in the system with specified details.
- Create an OpportunityCreates an Opportunity.
- Create CustomerCreates a customer in the system.
- Delete a CaseDeletes a case by removing it from the system.
- Delete a ContactDeletes a contact from the system.
- Delete a CustomerDeletes a customer from the system.
- Delete a LeadDeletes a specified lead from the system.
- Delete an OpportunityDeletes an opportunity in the system.
- List CasesRetrieves a list of cases.
- List ContactsRetrieves a list of contacts.
- List CustomersRetrieves a list of customers.
- List LeadsRetrieves a list of leads.
- List OpportunitiesRetrieves a list of opportunities.
- Perform an API CallPerforms an arbitrary authorized API call.
- Update a CaseUpdates a case with new information or changes existing data within the case.
- Update a ContactUpdates a contact's information in the system.
- Update a CustomerUpdates a customer record with new information.
- Update a LeadUpdates a lead with specified details.
- Update an OpportunityUpdates an opportunity in the system.
- Watch CasesTriggers when a new case is available.
- Watch ContactsTriggers when new contacts are created or updated.
- Watch CustomersTriggers when a new customer is created.
- Watch LeadsTriggers when a new lead is created.
- Watch OpportunitiesTriggers when a new opportunity is created.
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.
Frequently asked questions
Common questions about connecting Apptivo and Nutshell.
Connect your Apptivo 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 Apptivo's "Watch Cases" fires, WEXTL can "Add Two Numbers (JSON RPC)" in Nutshell. Apptivo has 5 triggers (including Watch Cases, Watch Contacts, and Watch Customers); 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. Apptivo-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 Apptivo (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 Apptivo + 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 Apptivo and Nutshell integration.
- Apptivo and Nutshell integration source code, module specs and credentials implementation.
- Our Apptivo and Nutshell integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Apptivo 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.
- Apptivo integration information
- Nutshell integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library