CRM
Connect Nutshell to Your AI Agents
Let your Wkil agents create, retrieve, and update CRM records through Nutshell's REST API.
Authentication: No authentication
What you can do
- Manage CRM contacts, leads, and accounts
- Read and write CRM records via REST
Available capabilities may vary by authentication and workspace configuration.
Actions supported by the connector
REST API
Create, retrieve, and update standard Nutshell CRM entities like contacts and leads.
JSON-RPC API
Access Nutshell CRM data through the legacy JSON-RPC interface for older integrations.
Practical agent use cases
- An agent creates a new lead record in Nutshell as soon as a form is submitted elsewhere.
- An agent updates a contact's details after verifying them from another source.
How it works with Wkil
- 1Choose the integrationAdd Nutshell to your agent from inside the Wkil platform.
- 2Grant the permissions it needsDefine precisely what the agent can access and perform.
- 3Test, then run itTest actions before they go live, with human approval where needed.
Permissions always stay in your control — you can scope access and require human approval before any sensitive action.
Related integrations
FAQ
Does this use my own Nutshell account?
Yes — requests operate against your own Nutshell CRM account and data.