Nutshell
CRMManage sales in Nutshell CRM through its JSON-RPC API: agents search people and companies by email before creating duplicates, open and advance leads through pipelines, log calls and meetings as activities, and read team, tag, and pipeline configuration.
What This Integration Enables
Nutshell is a CRM for small sales teams that live in the pipeline, not in report builders. That makes data hygiene the whole game: a pipeline with duplicates and ghost leads stops being trusted, and a CRM nobody trusts stops being used. FlowRunner agents work Nutshell's JSON-RPC API with the habits a careful rep would have. Search By Email runs before any record is created. Updates carry the record's current revision, Nutshell's optimistic concurrency check, so an agent can never silently overwrite an edit a rep made seconds earlier. From that base, agents sync customers and companies in from storefronts and billing systems, open and advance leads through pipelines resolved live from Get Pipelines and Find Stagesets, log calls and meetings as activities, and read an entity's full timeline before acting on it. Assignment stays grounded in the actual team via Find Users and Find Tags.
Without FlowRunner
With FlowRunner
Use Case Scenarios
Storefront Signup to CRM Record
A new customer checks out in [Shopify](/integrations/shopify). The agent runs Search By Email against their address. If the shopper matches an existing contact or account, the agent attaches the purchase context there. If not, it runs Create Account for the company and Create Contact for the buyer, linked by id. Either way, the CRM gains exactly one clean record per customer, and no rep spent an evening merging duplicates.
Payment Signal to Open Opportunity
A deal signal fires upstream: a [HubSpot](/integrations/hubspot) deal is created, or a [Stripe](/integrations/stripe) payment intent completes. The agent opens the matching opportunity with Create Lead, setting the monetary value and linking the right contacts and accounts, then logs the originating interaction with Create Activity so the lead's first timeline entry explains why it exists. The rep opens Nutshell to a lead that already tells its own story.
Pipeline Report Without the Export Ritual
On a schedule, the agent pulls open opportunities with Find Leads filtered by status and milestone, appends each to a running sheet in [Google Sheets](/integrations/google-sheets), and posts a stage-by-stage summary to the sales channel in [Slack](/integrations/slack). When the numbers look off, the manager asks the agent for detail, and it answers from Get Lead and Find Timeline rather than from a stale export.
Human-in-Loop Highlight
Delete Lead is permanent. Nutshell removes the opportunity and returns only a boolean; there is no restore. So when the dedup agent finds two open leads tracking the same renewal, one owned by each of two reps, it does not pick a survivor. It gathers both records with Get Lead, pulls their histories with Find Timeline, and asks the sales manager in Slack: "Leads 4417 and 4522 both track the Acme renewal. 4417 has the signed quote activity; 4522 has the newer contact set. Which one survives?" The manager picks. The agent copies the missing context onto the survivor with Update Lead and Create Activity, then runs Delete Lead on the loser. A [human-in-the-loop](/concepts/human-in-the-loop/) decision, because merging pipeline history wrong costs a rep their deal context.
Agent Capabilities
22 actionsLeads
5- Find Leads Searches leads and returns matching stubs with id, name, status, and value. Filter by status, assignee, or milestone. The entry point for pipeline reporting and dedup sweeps.
- Get Lead Retrieves a complete lead record: contacts, accounts, products, activities, and custom fields. Supports fetching a historical revision.
- Create Lead Opens a new sales opportunity linked to existing contacts and accounts, with a monetary value, confidence percentage, and assigned owner.
- Update Lead Updates a lead using its current revision for optimistic concurrency, so concurrent rep edits are never clobbered. Only supplied fields change.
- Delete Lead Permanently deletes a lead. Cannot be undone, which is why dedup flows route this call to a human first.
Contacts
4- Find Contacts Searches people and returns stubs with id, name, and primary email, with ordering and pagination.
- Get Contact Retrieves a complete contact: emails, phone numbers, linked accounts, and custom fields.
- Create Contact Creates a person with name, email, phone, and description, optionally linked to an account.
- Update Contact Updates a contact with revision-checked concurrency. Only supplied fields change.
Accounts
4- Find Accounts Searches companies and returns stubs by name, with ordering and pagination.
- Get Account Retrieves a complete company record: contacts, leads, address, URL, and custom fields.
- Create Account Creates a company with name, website, phone, and description. Its id anchors contacts and leads.
- Update Account Updates a company with revision-checked concurrency. Only supplied fields change.
Activities and Timeline
4- Find Activities Searches logged calls, meetings, and events, with ordering and pagination.
- Get Activity Retrieves one activity with its type, participants, linked records, note, and timing.
- Create Activity Logs a call or meeting with type, subject, start and end times, and a note, linked to a lead. How agent-observed touches become CRM history.
- Find Timeline Retrieves the chronological timeline for a lead, contact, or account: emails, notes, calls, and system events. Read this before acting on a record.
Lookup and Configuration
5- Search By Email Looks up the contacts and accounts tied to one or more email addresses. The dedup primitive that runs before every create, and the fastest way to identify who an inbound email belongs to.
- Find Users Lists team members with id, name, and email. Grounds lead and activity assignment in the real roster.
- Find Tags Lists defined tags, optionally scoped to leads, contacts, or accounts, for consistent categorization.
- Get Pipelines Retrieves the configured sales pipelines and the stage groupings leads move through.
- Find Stagesets Lists stagesets with their ordered stages. Resolve a lead's position from here instead of hardcoding stage names.
Frequently Asked Questions
What can FlowRunner do with Nutshell?
FlowRunner agents can run Find Leads, Get Lead, and Create Lead in Nutshell, plus 19 more actions.
Does connecting Nutshell to FlowRunner require OAuth?
No. Nutshell connects to FlowRunner with basic authentication (a username and password), no OAuth flow required.
Can Nutshell trigger a FlowRunner workflow automatically?
Nutshell doesn't currently expose triggers in FlowRunner. It connects as an action step inside workflows started by another trigger.
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