Integrate with Nutshell

Create a new contact in Nutshell CRM.

Design Workflows Builder Toolbox Enterprise Automation

Create a new contact

1. In Next Matter select the workflow that should integrate with Nutshell and add a new integration step.

2. Click Settings and enter the following details:

   • Method: POST

   • URL: https://app.nutshell.com/api/v1/json

   • Headers: Content-Type: application/json

   • Headers: Authorization: Base64-encodedusername:Nutshell_API_KEY. It might look like the following: [email protected]:bhu123b12y312312njh123 For details on how to generate a Nutshell API key, see Nutshell documentation.

   • Body might look like the following:

     JSON

     {
       {
       "method": "newContact",
       "params": {
         "contact": {
           "name": {
        "givenName": "FIRST_NAME", //Enter first name
        "familyName": "LAST_NAME" //Enter last name
           },
           "email": {
             "email": "EMAIL_ADDRESS" //Enter email address
           },
           "phone": {
             "number": "PHONE NUMBER" //Enter phone number
           },
           "tags": ["TAG_1", "TAG_2"] //Enter tags for this contact
         }
       },
       "id": "1"
     }
     }
     

3. If you want to use this contact’s data further in the process, create a variable for the contact_id with the value of: $.result.id.

4. Save your changes.

Create a new account

1. In Next Matter select the workflow that should integrate with Nutshell and add a new integration step.

2. Click Settings and enter the following details:

   • Method: POST

   • URL: https://app.nutshell.com/api/v1/json

   • Headers: Content-Type: application/json

   • Headers: Authorization: Base64-encodedusername:Nutshell_API_KEY. It might look like the following: [email protected]:bhu123b12y312312njh123 For details on how to generate a Nutshell API key, see Nutshell documentation.

   • Body might look like the following:

     JSON

     {
       "method": "newAccount",
       "params": {
         "account": {
           "name": "COMPANY_NAME", //Replace with company name
           "owner": {
             "entityType": "Users",
             "id": OWNER_ID //Replace with the Owner User ID in your Nutshell
           },
           "industryId": "INDUSTRY_ID", //Replace with industry ID
           "accountTypeId": "1",
           "url": ["COMPANY_WEBSITE"], //Replace with company website URL
           "phone": ["COMPANY_PHONE"], //Replace with company phone number
           "address": [
             {
               "address_1": "ADDRESS",
               "city": "CityName",
               "state": "StateName",
               "postalCode": "12345",
               "country": "US"
             }
           ]
         }
       },
       "id": "10"
     }
     

3. If you want to use this account’s data further in the process, create a variable for the account_id with the value of: $.result.id.

4. Save your changes.

Create a new lead

1. In Next Matter select the workflow that should integrate with Nutshell and add a new integration step.

2. Click Settings and enter the following details:

   • Method: POST

   • URL: https://app.nutshell.com/api/v1/json

   • Headers: Content-Type: application/json

   • Headers: Authorization: Base64-encodedusername:Nutshell_API_KEY. It might look like the following: [email protected]:bhu123b12y312312njh123 For details on how to generate a Nutshell API key, see Nutshell documentation.

   • Body might look like the following:

     JSON

     
     {
       "method": "newLead",
       "params": {
         "lead": {
           "description": "LEAD_DESCRIPTION", //replace the placeholder
           "contacts": [
             {
               "entityType": "Contacts",
               "id": "CONTACT_ID" //Please replace with contact ID
             }
           ],
           "accounts": [
             {
               "entityType": "Accounts",
               "id": "ACCOUNT_ID" //Please replace with Account ID
             }
           ],
           "note": "Note about the lead"
         }
       },
       "id": "20"
     }
     

3. If you want to use this account’s data further in the workflow, create a variable for the contact_id with the value of: $.result.id.

4. Save your changes.