​
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. For details on how to generate a Nutshell API key, see Nutshell documentation.

    • Body might look like the following:

      {
  {
  "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 workflow, 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: service@[company-domain].com:bhu123b12y312312njh123 For details on how to generate a Nutshell API key, see Nutshell documentation.

    • Body might look like the following:

      {
  "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 workflow, 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: service@[company-domain].com:bhu123b12y312312njh123 For details on how to generate a Nutshell API key, see Nutshell documentation.

    • Body might look like the following:

      
{
  "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.