Triggers

Add Members to Project

Data sent to Nutshell CRM, when the user adds one or more members to a specific project.

New Task

Data sent to Nutshell CRM, when the user creates a new task in the project.

Create Task Comment

Data sent to Nutshell CRM, when the user added a new comment in the task of the project.

Create Global Comment

Data sent to Nutshell CRM, when the user added a new comment.

New Activity

Data sent to Nutshell CRM, when the user performs any activity.

New Task Activity

Data sent to Nutshell CRM, when the user performs any activity on the particular task of the project.

Actions

Create Contact

Create a new contact.

Create Lead

Using Nutshell, you can track sales by creating leads.