Nutshell + Passion.io

Nutshell + Passion.io integrations

Create new persons in Nutshell for every new account created in Passion.io

With this workflow, each new account made in the Passion.io app directly leads to the creation of a new person in the Nutshell app. This saves you time and maintains consistency across both platforms as the information is shared between them instantly. Ideal for businesses using Passion.io and Nutshell apps, this workflow enhances your account management process ensuring you always have up-to-date records.

When this happens...
Account CreatedNew user appeared in the users list
TriggerInstant
automatically do this!
Create PersonCreates a new Person.
ActionWrite

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More things you can do with Passion.io and Nutshell

Discover other triggers and actions you can use with Passion.io and Nutshell

Account Created
New user appeared in the users list
Trigger
Instant
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- Lesson
Trigger
Instant
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- Plan
Trigger
Instant
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- Tracking ID
Trigger
Instant
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- Email address
  Required
- First Name
- Last Name
- Phone
- Address
- Zip Code
- City
- State
- Country
  Required
- Products (Plan IDs)
  Required
- Amount (sales price in cents)
  Required
Action
Write

- User ID
  Required
- Message
  Required
Action
Write
Activity Logged
Triggers when an Activity is logged.
Trigger
Instant
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New Activity
Triggers when new Activity is created.
Trigger
Instant
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New Lead
Triggers when a new Lead is created.
Trigger
Instant
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- Name
  Required
- Email
- Phone
- Related person
- Url
- Street address
- City
- State
- Country
- Postal Code
- Company Type
- Tags
- Territory
- Industry
- Full address
Action
Write
- Lead Name
- Products
- Price
- Quantity
- Market
- Pipeline
- Assignee
- Related company
- Related person
- Sources
- Tags
- Competitors
- Note
Action
Write
- Previous Import
  Required
- CSV File
  Required
Action
Write
- Existing person
  Required
- Name
- Description
- Assignee
- Email Address
- Phone
- Url
- Audience
- Territory
- Street address
- City
- State
- Country
- Postal Code
- Tags
- Full address
- Related leads
- Add a note
Action
Write
- Find company by
  Required
Action
Search
- Find lead by
  Required
Action
Search
- Find company by
  Required
- Name
  Required
- Email
- Phone
- Related person
- Url
- Street address
- City
- State
- Country
- Postal Code
- Company Type
- Tags
- Territory
- Industry
- Full address
Action
Search or write
- Find lead by
  Required
- Lead Name
- Products
- Price
- Quantity
- Market
- Pipeline
- Assignee
- Related company
- Related person
- Sources
- Tags
- Competitors
- Note
Action
Search or write

- Post
Trigger
Instant
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New Chat Message
A user sent a message
Trigger
Instant
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- Plan
Trigger
Instant
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- Email address
  Required
- Products (Plan IDs)
  Required
Action
Write
- Community ID
  Required
- Channel ID (Post ID)
  Required
- Message
  Required
Action
Write
Lead Won
Triggers when a lead is won.
Trigger
Instant
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New Company
Triggers when new Company is created.
Trigger
Instant
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New Person
Triggers when new Person is created.
Trigger
Instant
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- Agenda
- Activity type
  Required
- Start time
- End time
- Internal note
- People within Nutshell
- Users within Nutshell
- Meeting lasts all day
- Flag meeting as important
- Street address
- Street address line 2
- Street address line 3
- City
- State
- Country
- Postal code
- Address type
Action
Write
- Name
  Required
- Email Address
- Phone
- Related company
- Street address
- Street address 2
- City
- State
- Country
- Postal Code
- Tags
- Territory
- Audience
- Url
Action
Write
- Existing lead
  Required
- Outcome
  Required
Action
Write
- Existing company
  Required
- Name
- Description
- Assignee
- Revenue
- Employee Count
- Company Type
- Email Address
- Phone
- Url
- Tags
- Territory
- Industry
- Street address
- City
- State
- Country
- Postal Code
- Full address
Action
Write
- Existing lead
  Required
- Stage
- Confidence
- Close Date
- Expected close time
- Assignee
- Is Hot
- Tags
- Sources
Action
Write
- Email Address or Phone Number
  Required
Action
Search
- User email
  Required
Action
Search
- Email Address
  Required
- Name
  Required
- Phone
- Related company
- Street address
- Street address 2
- City
- State
- Country
- Postal Code
- Tags
- Territory
- Audience
- Url
Action
Search or write

About Nutshell

Nutshell is an affordable, easy-to-use CRM that helps small-business sales teams win more deals.

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About Passion.io