Connect Nutshell and Agendor
Integrate Nutshell with Agendor to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Task for Deal in Agendor for the deal when New Lead Created in Nutshell
Create Task for Organization in Agendor for the organization when New Lead Created in Nutshell
Create Task for Person in Agendor when New Lead Created in Nutshell
Update a Deal in Agendor when New Lead Created in Nutshell
Get Deal Details from Agendor when New Lead Created in Nutshell
Popular Nutshell + Agendor flows
Start from a real workflow other teams are already running.
Choose a trigger
Nutshell
When this happens...
New Lead Created
New Lead Marked Won
Choose an action
Agendor
Automatically do this!
Create Task for Deal
Create Task for Organization
Create Task for Person
Update a Deal
Get Deal Details
Create Deal for an Organization or Person
Create Or Update Person
Get Deals for a Person
Get People
Delete Person
Delete Organization
List all People
List All Organizations
Create or Update Organization
List All Users
List Product Categories
List Sectors
List All Products
List All Metrics
List Loss Reasons
List Lead Origins
List All Deals
Update Product
Create Product
Delete Product
Create Task for Deal in Agendor for the deal when New Lead Created in Nutshell
Use this flowCreate Task for Organization in Agendor for the organization when New Lead Created in Nutshell
Use this flowCreate Task for Person in Agendor when New Lead Created in Nutshell
Use this flowUpdate a Deal in Agendor when New Lead Created in Nutshell
Use this flowGet Deal Details from Agendor when New Lead Created in Nutshell
Use this flowCreate Deal for an Organization or Person in Agendor when New Lead Created in Nutshell
Use this flowCreate Or Update Person in Agendor when New Lead Created in Nutshell
Use this flowGet Deals for a Person from Agendor when New Lead Created in Nutshell
Use this flowGet People from Agendor when New Lead Created in Nutshell
Use this flowDelete Person in Agendor when New Lead Created in Nutshell
Use this flowSupported Triggers & Actions
Everything you can automate between Nutshell and Agendor.
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead Created
Runs when a new lead is created in Nutshell, within a configurable polling window.
New Lead Marked Won
Runs when a lead is marked won within a chosen time window.
New Activity
Triggers when new activity created.
Deal Won
Check whether the deal status has been updated to **Won**.
Update Deal
Triggers when deal is updated.
Update Organization
Check if an organization has been updated.
Do thisActions
Action is the task that follows automatically within your Nutshell integrations.
Find User
Finds an existing User by email.
Create Company
Creates a new Company.
List Users
Get list of users
List Account
Get all accounts and associated data in your Nutshell instance.
List Account Type
Get a list of all account types in a Nutshell instance.
List Activities
List all activities.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Nutshell
Nutshell is an affordable, easy-to-use CRM that helps small-business sales teams win more deals.
Learn more
About Agendor
Customer relationship management platform where user can manage organizations, people, task and deals.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Nutshell and Agendor accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Nutshell and Agendor as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Agendor. No coding required.
Yes. You can set up a workflow where Nutshell triggers actions in Agendor, and a separate workflow where Agendor triggers actions in Nutshell. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Nutshell and Agendor. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Nutshell and Agendor integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
