- Retrieve a list of all users in the Nutshell account
- Retrieve a specific user by their ID
- Retrieve a paginated list of contacts in Nutshell
- Retrieve all contacts in a list item format with additional filtering and sorting fields
- Retrieve a specific contact by their ID
- Create a new contact (person) in Nutshell
- Update an existing contact by ID using JSON Patch operations
- Delete a contact from Nutshell
- Restore a previously deleted contact by their ID
- Retrieve the list of fields available for contacts
- Retrieve all contact custom field definitions in the Nutshell instance
- Retrieve custom field values for a specific contact
- Create a new custom field definition for contacts
- Retrieve a paginated list of accounts in Nutshell
- Retrieve all accounts in a list item format with additional filtering and sorting fields
- Retrieve a specific account by its ID
- Create a new account (company) in Nutshell
- Update an existing account by ID using JSON Patch operations
- Delete an account from Nutshell
- Restore a previously deleted account by its ID
- Retrieve the list of fields available for accounts
- Retrieve all account types in the Nutshell instance
- Retrieve the list of valid industries in Nutshell
- Retrieve all account custom field definitions in the Nutshell instance
- Retrieve custom field values for a specific account
- Create a new custom field definition for accounts
- Retrieve a paginated list of leads in Nutshell
- Retrieve all leads in a list item format with additional filtering and sorting fields
- Retrieve a specific lead by its ID
- Create a new lead (sales opportunity) in Nutshell
- Update an existing lead by ID using JSON Patch operations
- Delete a lead from Nutshell
- Restore a previously deleted lead by its ID
- Update the status of a lead including outcome, competitors, and products
- Assign a lead to a pipeline (stageset)
- Reopen a previously closed lead
- Toggle notifications for a lead
- Retrieve the stage progression data for a specific lead
- Generate a report for leads with customizable filtering and grouping
- Retrieve the list of fields available for leads
- Retrieve all lead custom field definitions in the Nutshell instance
- Retrieve custom field values for a specific lead
- Create a new custom field definition for leads
- Retrieve a list of all lead outcomes in Nutshell
- Retrieve a specific lead outcome by its ID
- Retrieve a list of activities in Nutshell
- Retrieve a specific activity by its ID
- Create a new activity in Nutshell
- Update an existing activity by its ID
- Retrieve all available activity types in Nutshell
- Retrieve a paginated list of tasks in Nutshell
- Retrieve a specific task by its ID
- Create a new task in Nutshell
- Update an existing task by ID using JSON Patch operations
- Delete a task from Nutshell
- Retrieve a paginated list of notes in Nutshell
- Retrieve a specific note by its ID
- Create a new note in Nutshell
- Delete a note from Nutshell
- Restore a previously deleted note by its ID
- Retrieve a list of all tags in the Nutshell instance
- Create a new tag in Nutshell
- Delete one or more tags from Nutshell
- Restore a previously deleted tag by its ID
- Retrieve a list of lead sources in Nutshell
- Create a new lead source in Nutshell
- Delete a lead source from Nutshell
- Restore a previously deleted lead source by its ID
- Retrieve a list of products in Nutshell
- Retrieve a specific product by its ID
- Delete a product from Nutshell
- Restore a previously deleted product by its ID
- Retrieve all product categories in Nutshell
- Retrieve a specific product category by its ID
- Create a new product category in Nutshell
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