Expiration Reminder + Nutshell

Create new contacts in Expiration Reminder when new companies are added in Nutshell

Streamline your contact management by instantly creating a new contact in Expiration Reminder every time a new company is added in Nutshell. This automation saves you time on manual data entry, ensuring that your contacts in Expiration Reminder stay up-to-date with your Nutshell entries. Improve your business efficiency with this smooth and consistent workflow.

When this happens...
New Company
Triggers when new Company is created.
TriggerInstant
automatically do this!
Create Contact
Creates a Contact
ActionWrite

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Supported triggers and actions

Lead Won
Triggers when a lead is won.
Trigger
Instant
Try It
New Company
Triggers when new Company is created.
Trigger
Instant
Try It
New Person
Triggers when new Person is created.
Trigger
Instant
Try It
- 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
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
- Lead Name
- Products
- Price
- Quantity
- Market
- Pipeline
- Assignee
- Related company
- Related person
- Sources
- Tags
- Competitors
- Note
Action
Search or write
New Expiration Item
Triggers when a new expiration item is created.
Trigger
Polling
Try It
- Contact NameRequired
- Contact Email
- Contact Phone
Action
Write
- NameRequired
- Expiration DateRequired
- CategoryRequired
- Contact IDRequired
Action
Write
- Contact Name
- Contact Email
Action
Search

Activity Logged
Triggers when an Activity is logged.
Trigger
Instant
Try It
New Activity
Triggers when new Activity is created.
Trigger
Instant
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Instant
Try It
- 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
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
New Contact
Triggers when a new contact is created.
Trigger
Polling
Try It
- StatusRequired
Trigger
Polling
Try It
- NameRequired
- Expiration Date
- Category Name
Action
Write
- Expiration Item IDRequired
- Expiration DateRequired
- Comments
Action
Write
- Name
- Category
- Contact Email
Action
Search

About Expiration Reminder

Expiration Reminder automatically tracks expiration dates and renewals for employee certifications, software licenses, contracts, etc.

Related categories

HR Talent & Recruitment

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)

Similar apps

Expiration Reminder + Nutshell

Create new contacts in Expiration Reminder when new companies are added in Nutshell

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

New Expiration Item

Create Contact

Create Expiration Item for Contact

Find Contact

Activity Logged

New Activity

New Lead

Create Company

Create Lead

Update Company

Update Lead

Find Person

Find User

Find or Create Person

New Contact

Status Changed Expiration Item

Create Expiration Item

Renew Expiration

Find Expiration

About Expiration Reminder

Related categories

About Nutshell

Related categories

Similar apps

Streak

Close

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