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Connect Nutshell to Flexie

Name: Nutshell to Flexie Integration
Availability: InStock

Automate workflows and sync data between Nutshell and Flexie with AI-powered automation

5-minute setup

Enterprise secure

No coding required

Why Connect Nutshell & Flexie?

Eliminate Manual Data Entry

Replace time-consuming manual processes with intelligent automation that keeps Nutshell and Flexie perfectly synchronized.

Real-time Business Intelligence

Create a unified data flow between Nutshell and Flexie for instant insights and improved decision-making across your tech stack.

Available Triggers & Actions

Nutshell

Triggers (3)

New Lead

Emit new event when a new lead is created.

polling

New Lead Won

Emit new event when a lead is won.

polling

New Person Profile Created

Emit new event when a new person profile is created.

polling

Actions (20)

Create Company

Creates a new company within Nutshell. See the documentation

Create Contact

Creates a new contact. See the documentation

Create Lead

Initiates a new lead within Nutshell. See the documentation

Get Company

Get an account (company) by ID. See the documentation

Get Contact

Get a contact by ID. See the documentation

Get Lead

Get a lead by ID. See the documentation

List Account Type Id Options

Retrieves available options for the Account Type Id field.

List Audience Id Options

Retrieves available options for the Audience Id field.

List Company ID Options

Retrieves available options for the Company ID field.

List Contact Id Options

Retrieves available options for the Contact Id field.

List Industry Id Options

Retrieves available options for the Industry Id field.

List Lead ID Options

Retrieves available options for the Lead ID field.

List Market Id Options

Retrieves available options for the Market Id field.

List Territory Id Options

Retrieves available options for the Territory Id field.

Search Companies

Search companies (accounts) by string. Returns raw API results (array of account stubs). See the documentation

Search Contacts

Search contacts by string. Returns an array of contacts with id, displayName, primaryEmail, and primaryPhone. See the documentation

Search Leads

Search leads by string. Returns formatted results: id, description, status, completion, value, primaryCompanyName, primaryContactName, isOverdue, lastContactDate, dueTime. See the documentation

Update Company

Update an existing company (account). Only provided fields are updated. Custom fields from your Nutshell pipeline can be set below or passed via the Custom Fields (Object) prop. See the documentation

Update Contact

Update an existing contact. Only provided fields are updated. Custom fields from your Nutshell pipeline can be set below or passed via the Custom Fields (Object) prop. See the documentation

Update Lead

Update an existing lead. Only provided fields are updated. Custom fields from your Nutshell pipeline can be set below. See the documentation