Actions

75 actions

Action

Description

List Users

Retrieve a list of all users in the Nutshell account

Get User

Retrieve a specific user by their ID

List Contacts

Retrieve a paginated list of contacts in Nutshell

List Contact Items

Retrieve all contacts in a list item format with additional filtering and sorting fields

Get Contact

Retrieve a specific contact by their ID

Create Contact

Create a new contact (person) in Nutshell

Update Contact

Update an existing contact by ID using JSON Patch operations

Delete Contact

Delete a contact from Nutshell

Undelete Contact

Restore a previously deleted contact by their ID

List Contact Fields

Retrieve the list of fields available for contacts

List Contact Custom Field Attributes

Retrieve all contact custom field definitions in the Nutshell instance

Get Contact Custom Fields

Retrieve custom field values for a specific contact

Create Contact Custom Field

Create a new custom field definition for contacts

List Accounts

Retrieve a paginated list of accounts in Nutshell

List Account Items

Retrieve all accounts in a list item format with additional filtering and sorting fields

Get Account

Retrieve a specific account by its ID

Create Account

Create a new account (company) in Nutshell

Update Account

Update an existing account by ID using JSON Patch operations

Delete Account

Delete an account from Nutshell

Undelete Account

Restore a previously deleted account by its ID

List Account Fields

Retrieve the list of fields available for accounts

List Account Types

Retrieve all account types in the Nutshell instance

List Industries

Retrieve the list of valid industries in Nutshell

List Account Custom Field Attributes

Retrieve all account custom field definitions in the Nutshell instance

Get Account Custom Fields

Retrieve custom field values for a specific account

Create Account Custom Field

Create a new custom field definition for accounts

List Leads

Retrieve a paginated list of leads in Nutshell

List Lead Items

Retrieve all leads in a list item format with additional filtering and sorting fields

Get Lead

Retrieve a specific lead by its ID

Create Lead

Create a new lead (sales opportunity) in Nutshell

Update Lead

Update an existing lead by ID using JSON Patch operations

Delete Lead

Delete a lead from Nutshell

Undelete Lead

Restore a previously deleted lead by its ID

Update Lead Status

Update the status of a lead including outcome, competitors, and products

Set Lead Pipeline

Assign a lead to a pipeline (stageset)

Reopen Lead

Reopen a previously closed lead

Watch Lead

Toggle notifications for a lead

Get Lead Stages

Retrieve the stage progression data for a specific lead

Get Leads Report

Generate a report for leads with customizable filtering and grouping

List Lead Fields

Retrieve the list of fields available for leads

List Lead Custom Field Attributes

Retrieve all lead custom field definitions in the Nutshell instance

Get Lead Custom Fields

Retrieve custom field values for a specific lead

Create Lead Custom Field

Create a new custom field definition for leads

List Outcomes

Retrieve a list of all lead outcomes in Nutshell

Get Outcome

Retrieve a specific lead outcome by its ID

List Activities

Retrieve a list of activities in Nutshell

Get Activity

Retrieve a specific activity by its ID

Create Activity

Create a new activity in Nutshell

Update Activity

Update an existing activity by its ID

List Activity Types

Retrieve all available activity types in Nutshell

List Tasks

Retrieve a paginated list of tasks in Nutshell

Get Task

Retrieve a specific task by its ID

Create Task

Create a new task in Nutshell

Update Task

Update an existing task by ID using JSON Patch operations

Delete Task

Delete a task from Nutshell

List Notes

Retrieve a paginated list of notes in Nutshell

Get Note

Retrieve a specific note by its ID

Create Note

Create a new note in Nutshell

Delete Note

Delete a note from Nutshell

Undelete Note

Restore a previously deleted note by its ID

List Tags

Retrieve a list of all tags in the Nutshell instance

Create Tag

Create a new tag in Nutshell

Delete Tag

Delete one or more tags from Nutshell

Undelete Tag

Restore a previously deleted tag by its ID

List Sources

Retrieve a list of lead sources in Nutshell

Create Source

Create a new lead source in Nutshell

Delete Source

Delete a lead source from Nutshell

Undelete Source

Restore a previously deleted lead source by its ID

List Products

Retrieve a list of products in Nutshell

Get Product

Retrieve a specific product by its ID

Delete Product

Delete a product from Nutshell

Undelete Product

Restore a previously deleted product by its ID

List Product Categories

Retrieve all product categories in Nutshell

Get Product Category

Retrieve a specific product category by its ID

Create Product Category

Create a new product category in Nutshell