Integrate with Nutshell

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" //Entr 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", //Please replace with Lead description
        "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 process, create a variable for the contact_id with the value of: $.result.id.
4. Save your changes.