Create a new contact in Nutshell CRM.
In Next Matter select the workflow that should integrate with Nutshell and add a new integration step.
Click Settings and enter the following details:
Method: POST
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:
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
.
Save your changes.
In Next Matter select the workflow that should integrate with Nutshell and add a new integration step.
Click Settings and enter the following details:
Method: POST
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:
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
.
Save your changes.
In Next Matter select the workflow that should integrate with Nutshell and add a new integration step.
Click Settings and enter the following details:
Method: POST
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:
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
.
Save your changes.
Create a new contact in Nutshell CRM.
In Next Matter select the workflow that should integrate with Nutshell and add a new integration step.
Click Settings and enter the following details:
Method: POST
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:
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
.
Save your changes.
In Next Matter select the workflow that should integrate with Nutshell and add a new integration step.
Click Settings and enter the following details:
Method: POST
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:
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
.
Save your changes.
In Next Matter select the workflow that should integrate with Nutshell and add a new integration step.
Click Settings and enter the following details:
Method: POST
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:
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
.
Save your changes.