Nutshell

• New leadRuns when a lead is added to Nutshell, with its value, owner, people and companies. Leads already there when the workflow is turned on don't start it.
• New personRuns when a person (contact) is added to Nutshell, with their email, phone and companies. People already there when the workflow is turned on don't start it.
• New companyRuns when a company (account) is added to Nutshell, with its email, phone and website. Companies already there when the workflow is turned on don't start it.

• List leadsFind leads by words, owner, person, company or the dates they were created. Gets one page; to see more, run it again with the next page.
• Get leadGet one lead with its status, value, owner, people and companies.
• Create leadAdd a lead (a deal) to Nutshell, with the people and companies it's with, an owner, a source and a value.
• Update leadRename a lead, change its value or owner, add a person or company, or set custom fields. Only the fields given change.
• Close leadClose a lead as won, lost or cancelled by giving it one of your Nutshell outcomes.
• Reopen leadOpen a closed lead again.
• List peopleFind people (contacts) by words, email address or company. Gets one page; to see more, run it again with the next page.
• Get personGet one person with their emails, phones, job title, companies and leads.
• Create personAdd a person (a contact) to Nutshell, with an email, phone, companies and an owner.
• Update personRename a person, change their description or owner, add an email, phone or company, or set custom fields. Only the fields given change.
• List companiesFind companies (accounts) by words or email address. Gets one page; to see more, run it again with the next page.
• Get companyGet one company with its emails, phones, website, people and leads.
• Create companyAdd a company (an account) to Nutshell, with an email, phone, website and an owner.
• Update companyRename a company, change its description or owner, add an email or phone, or set custom fields. Only the fields given change.
• Log activityLog a call, meeting or other activity that happened, or schedule one that's coming up, with the people and leads it involves.
• List activitiesFind activities by words, status, a person or user taking part, or dates.
• Add noteAdd a note to a lead, person or company.
• Create taskAdd a to-do for a Nutshell user, with a due time, about a lead, person or company.
• List usersList your company's Nutshell users with their ids, for assigning leads, tasks and activities.
• Delete recordDelete a lead, person, company, note or task. It stays in Nutshell's trash for 30 days.

No actions match that.