Global Automation Network
Nutshell
TaskAGI

Nutshell + TaskAGI

Automate your entire sales pipeline

Connect Nutshell to TaskAGI and automate lead management, email campaigns, and contact updates. Save hours on repetitive CRM work every week.

Available Operations

Actions you can perform with Nutshell

Get Contacts

Retrieve contacts from Nutshell CRM

Create Contact

Create a new contact in Nutshell CRM

Update Contact

Update an existing contact in Nutshell CRM

Get Accounts

Retrieve accounts (companies) from Nutshell CRM

Create Account

Create a new account (company) in Nutshell CRM

Get Leads

Retrieve leads from Nutshell CRM

Create Lead

Create a new lead in Nutshell CRM

Get Activities

Retrieve activities from Nutshell CRM

Create Activity

Create a new activity in Nutshell CRM

Send Email

Send an email through Nutshell CRM

Search Records

Search across all records in Nutshell CRM

Use Cases

Real-world automations you can build today

Auto-create leads

Automatically generate new leads in Nutshell when specific conditions are met.

Sync contact data

Keep contacts and accounts updated across systems in real-time.

Bulk email campaigns

Send targeted emails to contacts and track activity automatically.

Lead scoring workflow

Route hot leads to sales reps and log activities based on engagement.

How It Works

Get started in minutes

1

Connect

Link your Nutshell account via OAuth in TaskAGI.

2

Configure

Choose which CRM actions trigger your automation.

3

Build

Set up workflows—sync data, send emails, create records, or log activities.

4

Deploy

Turn it on and let it run. Monitor activity from your TaskAGI dashboard.

Frequently Asked Questions

How do I connect Nutshell?
Authorize TaskAGI in your Nutshell account settings. We'll handle the rest. Takes 2 minutes.
Can I sync existing contacts?
Yes. You can pull all contacts from Nutshell and use them in workflows, or push new ones back.
What data can I access?
Contacts, accounts, leads, activities, and email records. You can read, create, update, search, and send emails.
Are there rate limits?
Nutshell's API limits apply. TaskAGI queues requests to stay within safe bounds.

365+ Integrations Available

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