STEP 1
Select Nutshell in workflow
Pick Nutshell app in the workflow builder [4] - just one click to select the app.
Nutshell Integration
CRM for companies, people, and leads. Keep Nutshell contacts, deals, and pipeline activity synchronized with the rest of your stack. When Watch Changes fires, automatically continue with Download a File or Find Accounts (JSON RPC).
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- GDPR
- Data Encryption
- 2FA
- Local Data Region
Supported triggers and actions for Nutshell integration
Triggers can detect changes in Nutshell and run actions that can create, search or modify data inside Nutshell automatically [3] — exactly how you set them.
- Watch ChangesTriggers when Nutshell reports a change.
- Download a FileDownloads a file attached in Nutshell.
- Find Accounts (JSON RPC)Retrieves accounts that match a query.
- Find Account Types (JSON RPC)Retrieves account types.
- Find Activities (JSON RPC)Retrieves activities that match a query.
- Find Activity Types (JSON RPC)Retrieves activity types.
- Find a Timeline (JSON RPC)Retrieves the timeline for one record.
- Find Audiences (JSON RPC)Retrieves a list of audiences.
- Find Competitors (JSON RPC)Retrieves a list of competitors.
- Find Contacts (JSON RPC)Retrieves contacts that match a query.
- Find Custom Fields (JSON RPC)Retrieves custom field definitions.
- Find Delays (JSON RPC)Retrieves delays used on process steps.
- Find Industries (JSON RPC)Retrieves a list of industries.
- Find Lead Outcomes (JSON RPC)Retrieves outcomes that can close a lead.
- Find Leads (JSON RPC)Retrieves leads that match a query.
- Find Markets (JSON RPC)Retrieves a list of markets.
- Find Milestones (JSON RPC)Retrieves the stages in a pipeline.
- Find Notes (JSON RPC)Retrieves a list of notes.
- Find Origins (JSON RPC)Retrieves lead origins.
- Find Pipelines (JSON RPC)Retrieves a list of pipelines.
How to integrate Nutshell in automation workflow?
3 simple steps to make your Nutshell connected with other apps in automation workflows on WEXTL. Up to 10 minutes integration set up.
STEP 2
Connect Nutshell
When prompted, authorize access to Nutshell in WEXTL once. Nutshell credentials are encrypted and never shared with WEXTL. Authorization will be reused in any future API calls [3].
WEXTL wants to integrate with your Nutshell account. Approve?
STEP 3
Build a workflow
Build your workflow with Nutshell yourself or with WEXTL® AI Builder. Connect Nutshell to any available integrations [5], or use HTTP node to go beyond them.
Nutshell
How Nutshell connects and integrates with WEXTL
Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever Nutshell app is called in workflows. That allows your crm automations to run without your attention, per defined schedule [7]. Explore documentation [6] for a detailed list of fields that Nutshell supports.
The following table illustrates what fields Nutshell integration require during authorization flow inside our workflow builder [4].
Connect Nutshell
Email*Text
••••••••
API Key*Text
••••••••
Demonstration of Nutshell connection step inside WEXTL Workflow Builder [4].
| Field | Type | Help |
|---|---|---|
EmailRequired | The email address of the user these requests should run as. Find it on that user's account. | |
API KeyRequired | password | In Nutshell, open Setup, then API keys, and create a key. A web-only form key will not work here. |
Connect Nutshell to popular apps on WEXTL
Enter a name of the other app you want to sync with Nutshell below. Click on selected app to explore integration options with Nutshell. If the app you search for is not available in WEXTL yet, you can use HTTP node [10] instead to integrate it directly.
Example automation with Nutshell integration
Select Watch Changes trigger from Nutshell - this will be a starting point in your automation. Whenever event happens in Nutshell, workflow will start [7] from Watch Changes node.
Search for Add Two Numbers (JSON RPC), connect it as the next step of integration sequence. You can use filters between Watch Changes and Add Two Numbers (JSON RPC), so only important data pass from Watch Changes to the next step. WEXTL gives you full control over the process of Nutshell automation. All parts of workflow are visible on the canvas [4].
Nutshell on WEXTL has 200 modules for combining crm automations. Explore Nutshell documentation for more.
Nutshell
Watch Changes
Affinity
Performs action
OR
Affinity
Triggers
Nutshell
Add Two Numbers (JSON RPC)
Demonstration of how visual Nutshell automation [6] looks in WEXTL.
Frequently asked questions
Common questions about automating Nutshell in your workflows.
Nutshell has 1 trigger, including "Watch Changes". Triggers are start points of the workflow, and automations may start from them.
Integration has 199 actions, including "Download a File", "Find Accounts (JSON RPC)", and "Find Account Types (JSON RPC)", and more. Refer to our Nutshell Documentation for detailed inputs and outputs.
No. Most automations are built visually on the canvas by picking triggers, actions, and mapping fields. You can add custom JavaScript with Functions when advanced logic is needed — but our customers do that in rare cases [4].
Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.
The Nutshell integration on WEXTL runs directly on its vendor public API — every field name, authentication method, and rate limit is controlled by Nutshell official API and covered in documentation [3]. WEXTL handles the request signing and pagination for you.
Absolutely. Where Nutshell provides native webhooks, you can use instant triggers to eliminate polling delay. For custom webhooks, WEXTL offers Custom Webhook node, so you can start automation whenever Nutshell or any other service sends event to webhook URL.
WEXTL is an AI-first visual canvas. The platform allows you to describe automation in plain text — and AI will wire nodes for Nutshell inside the workflow builder [4]. You can also use built-in workflow nodes (AI Agent, Human in the Loop, Condition, Aggregate Results) in pair with Nutshell modules to craft complex integration flows with branches, filtering, and conditional logic. There are absolutely no limits of what you can build.
References
List of sources used to gather information about the Nutshell integration.
- Nutshell integration source code, module specs and credentials implementation.
- Internal Nutshell integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official Nutshell vendor API documentation — 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.
- WEXTL® Apps Library
- WEXTL® Nutshell App Documentation
- WEXTL® Workflow Scheduler
- WEXTL® HTTP node documentation