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Nutshell integration

Keep your Nutshell CRM up to date: find, create and update people, companies and leads, add notes and start flows when new leads come in.

Sales and CRM1 triggers · 11 actions
Connect Nutshell freeSee what you can automate

Build it by describing it

Type a sentence like this and the copilot builds, validates and simulates the workflow.
When “New Lead” happens in Nutshell, check the details with AI, then “Find Contacts” and tell my team in Slack.
  • Simulated before it goes live
  • Fixes proposed when something breaks
  • One credit per run

Triggers

Start a workflow when this happens
  • WHEN
    New Lead

    Triggers when a new lead (deal) is created in Nutshell.

Actions

Then Calibra can do this for you
  • DO
    Find Contacts

    Finds people in Nutshell by email or by a search text.

  • DO
    Create Contact

    Creates a person in Nutshell, optionally linked to a company.

  • DO
    Update Contact

    Changes a person in Nutshell. Only the fields you fill in change.

  • DO
    Find Companies

    Finds companies (accounts) in Nutshell by email or by a search text.

  • DO
    Create Company

    Creates a company (account) in Nutshell.

  • DO
    Update Company

    Changes a company (account) in Nutshell. Only the fields you fill in change.

  • DO
    Find Leads

    Finds leads (deals) in Nutshell by a search text.

  • DO
    Create Lead

    Creates a lead (deal) in Nutshell, linked to people and companies.

  • DO
    Update Lead

    Changes a lead in Nutshell: name, description, value, owner or linked people and companies. Only the fields you fill in change.

  • DO
    Add Note

    Adds a note to a lead, person or company in Nutshell.

  • DO
    Custom Nutshell API Request

    Makes a request to any endpoint of the Nutshell REST API with your connection's credentials.

Questions

Is the Nutshell integration free?

Yes. Nutshell is available on every Calibra plan, including the free plan, which needs no card.

How is Nutshell usage billed?

Calibra charges one credit per workflow run, however many steps it has. Steps that read from or write to this app do not cost extra.

Can I connect Nutshell without writing code?

Yes. Describe the process in plain words and the AI copilot builds the workflow with Nutshell for you. You can also use templates or the visual editor.

Describe your first process. Watch it run today.

Free plan, no card. One credit per run, however many steps it has.

Start freeSee pricing