Nutshell + Passion.io

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 Created
New user appeared in the users list
TriggerInstant
automatically do this!
Create Person
Creates a new Person.
ActionWrite

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Supported triggers and actions

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 addressRequired
- First Name
- Last Name
- Phone
- Address
- Zip Code
- City
- State
- CountryRequired
- Products (Plan IDs)Required
- Amount (sales price in cents)Required
- Send password mail
Action
Write

- User IDRequired
- MessageRequired
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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- NameRequired
- 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
- Existing companyRequired
- Name
- Description
- Assignee
- Revenue
- Employee Count
- Company Type
- Owner
- Email Address
- Phone
- Url
- Tags
- Territory
- Industry
- Street address
- City
- State
- Country
- Postal Code
- Tags
- Full address
Action
Write
- Existing leadRequired
- Stage
- Confidence
- Close Date
- Expected close time
- Assignee
- Is Hot
- Tags
- Sources
Action
Write
- Email Address or Phone NumberRequired
Action
Search
- User emailRequired
Action
Search
- Email AddressRequired
- NameRequired
- Phone
- Related company
- Street address
- Street address 2
- City
- State
- Country
- Postal Code
- Tags
- Territory
- Audience
- Url
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 addressRequired
- Products (Plan IDs)Required
Action
Write
- Community IDRequired
- Channel ID (Post ID)Required
- MessageRequired
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
Try It
New Person
Triggers when new Person is created.
Trigger
Instant
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- Agenda
- Activity typeRequired
- 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
- NameRequired
- Email Address
- Phone
- Related company
- Street address
- Street address 2
- City
- State
- Country
- Postal Code
- Tags
- Territory
- Audience
- Url
Action
Write
- Existing leadRequired
- OutcomeRequired
Action
Write
- Existing personRequired
- 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
- Company nameRequired
Action
Search
- Email Address
- Lead Number
- Phone Number
- Lead Age
Action
Search
- NameRequired
- Email
- Phone
- Related person
- Url
- Street address
- City
- State
- Country
- Postal Code
- Company Type
- Tags
- Territory
- Industry
- Full address
Action
Search or write
- Email Address
- Lead Number
- Phone Number
- Lead Age
- Lead Name
- Products
- Price
- Quantity
- Market
- Pipeline
- Assignee
- Related company
- Related person
- Sources
- Tags
- Competitors
- Note
Action
Search or write

About Nutshell

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

Learn more

Related categories

CRM (Customer Relationship Management)

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About Passion.io

Passion.io is a platform that turns your content or skills into your own mobile apps that sell.

Learn more

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App Builder

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Nutshell + Passion.io

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

Account Created

Lesson Completed

Plan Purchased

New Tracking Check-In

Create Order

Send DM

Activity Logged

New Activity

New Lead

Create Company

Create Lead

Update Company

Update Lead

Find Person

Find User

Find or Create Person

Comment Created

New Chat Message

Subscription Cancelled

Cancel Subscription

Send Channel Message

Lead Won

New Company

New Person

Log Activity

Create Person

Update Lead Outcome

Update Person

Find Account

Find Lead

Find or Create Company

Find or Create Lead

About Nutshell

Related categories

Similar apps

Streak

Close

Zapier Forms

About Passion.io

Related categories

Similar apps

Zapier Forms