Connect Nutshell with Hookshot™ and your stack

Nutshell is a flexible CRM and email marketing platform that helps small businesses manage contacts, sales pipelines, and customer relationships.

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Tools and triggers

What Agents can do in Nutshell

Available tools and events after Nutshell is connected.

  • Create Accounts

    Tool to create one or more accounts in Nutshell. Use when you need to add new company accounts. Each account must have at least one of: name, phone, email, address, or url.

  • Create Activities

    Tool to create one or more activities in Nutshell CRM. Use when you need to log a completed activity or schedule a future activity such as phone calls, meetings, emails, or notes. All activity fields are optional…

  • Create Contacts

    Tool to create one or more contacts in Nutshell CRM. Use when you need to add new contacts to the system. Each contact must have at least one identifier field (name, phone, email, address, or url).

  • Create Custom Field for Accounts

    Tool to create a custom field for accounts in Nutshell. Use when you need to add new custom fields to track additional information on company accounts. Supports Text, LongText, Currency, Date, and Decision field types.

  • Create Custom Field for Leads

    Tool to create a custom field for leads in Nutshell. Use when you need to add new custom fields to track additional information on leads. Supports Text, Email, Currency, and Date field types.

  • Create Lead

    Tool to create a lead in Nutshell CRM using the JSON-RPC API. Use when you need to add a new lead to the system. The description field is required, while other fields like manualValue, dueTime, customFields, and links…

  • Create Notes

    Tool to create a note in Nutshell. Use when you need to add notes to contacts, leads, accounts, or other entities in Nutshell CRM. The note will be attached to the specified parent entity.

  • Create Sources

    Tool to create new sources in Nutshell CRM. Use when you need to add source tracking for leads or contacts. Sources help categorize where leads originate (e.g., organic search, paid ads).

  • Create Tags

    Tool to create one or more tags in Nutshell. Use when you need to create new tags for categorizing leads, contacts, or accounts. Each tag requires a name and tagType (1=leads, 2=contacts, 3=accounts).

  • Delete Account

    Tool to delete an account from Nutshell. Use when you need to permanently remove an account. Deletion is permanent and cannot be undone.

  • Delete Contact

    Tool to delete a contact by ID. Use when you need to remove a contact from Nutshell. Returns success confirmation upon deletion.

  • Delete Lead

    Tool to delete a lead from Nutshell CRM. Use when you need to remove a lead. Note: Nutshell soft-deletes leads by default, allowing for potential recovery.

  • Delete Note

    Tool to delete a note from Nutshell CRM. Use when you need to permanently remove a note. Returns the deleted note information including deletion timestamp.

  • Delete Product Map

    Tool to delete a product on a lead. Use when you need to remove a product mapping from a lead. The deletion is permanent and returns the details of the deleted product map.

  • Delete Task

    Tool to delete a task from Nutshell CRM. Use when you need to remove a task. Note: Nutshell soft-deletes tasks by default, allowing for potential recovery.

  • Edit Nutshell Account

    Tool to edit an existing account in Nutshell CRM. Updates specified fields of an account using the account ID and revision identifier. Supports file uploads via two-step process: specify file in request, receive upload…

  • Get Account

    Tool to retrieve an account from Nutshell. Use when you need to get details about a specific account. Supports retrieving multiple accounts by providing comma-separated IDs.

  • Get Account Custom Fields

    Tool to retrieve custom fields for a specific account in Nutshell. Use when you need to view custom field definitions and values associated with an account.

  • Get Activity

    Tool to retrieve a single activity by ID from Nutshell CRM. Use when you need to get details about a specific activity. The activity ID must be in the format '{integer}-activities' (e.g., '7-activities').

  • Get Contact

    Tool to retrieve a specific contact by ID from Nutshell CRM. Use when you need to get detailed information about a contact.

  • Get Contact Custom Fields

    Tool to retrieve custom fields for a specific contact in Nutshell. Use when you need to view custom field definitions and values associated with a contact.

  • Get Lead

    Tool to retrieve a specific lead by ID from Nutshell CRM. Use when you need to get detailed information about a lead.

  • Get Lead's Custom Fields

    Tool to retrieve custom fields for a specific lead in Nutshell CRM. Use when you need to get all custom field data associated with a lead. The lead ID must be in the format '{integer}-leads' (e.g., '1003-leads').

  • Get Leads Report

    Tool to get reports for leads from Nutshell CRM. Use when you need to generate analytics or reporting data about leads, such as sales reports, losses, new leads, forecasts, or attribution reports with optional…

Setup

Connect Nutshell in Hookshot™

Pick a scope, then confirm what can start a Protege and what it can do.

Trigger Access

What can start a Protege from this app.

Tool Access

What a Protege can do after it starts.

Connection scope

Prefer team for production.

Team

Shared credential for production and unattended runs.

Personal

Tied to one user—only when the workflow needs their account.

Chat

Team-scoped for supported chat surfaces.

Full setup guide

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Hookshot™ setup screen — AI agent workflow configuration with model selection, trigger status, and governance controls.