Nutshell
CRM & supportCredentials form
Search and manage contacts, companies, leads, tasks and notes in the Nutshell CRM.
14 actions
| Action | Effect | Data handled | Scope |
|---|---|---|---|
| nutshell_list_contactsLists or searches contacts (people) by text or exact email, sorted by name unless asked otherwise | read | Personal data | |
| nutshell_get_contactReturns a contact with their emails, phones, addresses, companies, owner and custom fields | read | Personal data | |
| nutshell_create_contactCreates a contact (person) with a name and optional email, phone, description, companies and owner | write | Personal data | |
| nutshell_list_accountsLists or searches companies (accounts) by text or exact email | read | Personal data | |
| nutshell_create_accountCreates a company (account) with a name and optional website, phone, email and description | write | Personal data | |
| nutshell_list_leadsLists or searches leads (deals) by text, a page at a time | read | Personal data | |
| nutshell_get_leadReturns a lead with its value, status, stage, owner, contacts, companies and products | read | Personal data | |
| nutshell_create_leadCreates a lead with a description (its name), optional value, contacts, companies, owner and due date | write | Personal data | |
| nutshell_update_leadUpdates a lead's description, value or owner, or links another contact or company to it | write | Personal data | |
| nutshell_list_pipelinesLists the pipelines (stagesets) leads move through | read | General | |
| nutshell_list_tasksLists tasks, optionally by text, assignee, related record or due date range | read | Personal data | |
| nutshell_create_taskCreates a task, optionally on a contact, company or lead, assigned to a user and due at a time | write | Personal data | |
| nutshell_create_noteAdds a note to a contact, company or lead | write | Personal data | |
| nutshell_list_usersLists the Nutshell users with their API ids, for owners and assignees | read | Personal data |