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Connectors / Sales · HTTP Connector

Automate Nutshell with Tray.ai

Create a lead, create a contact and create an activity in Nutshell, and start a workflow when Nutshell sends “Contact edited”.

What can you do with Nutshell on Tray.ai?

Nutshell is a CRM for small sales teams that tracks leads, companies, people, activities and pipelines, with quotes, invoices and email marketing audiences alongside. Tray.ai connects to Nutshell through the HTTP Connector, so your workflows can call the Nutshell API alongside the rest of your stack.

  • When Nutshell sends “Lead won”, create the customer record in your accounting system.
  • Create a lead in Nutshell for each new demo request from your website forms.
  • After “Contact edited”, sync the updated details to your marketing platform.
Connects through
HTTP Connector
Authentication
Basic authentication
Base URL
https://app.nutshell.com/rest

Set it up

Connect Nutshell to Tray.ai

Each step uses Nutshell's own API details, from its documentation.

Step 1

Save Nutshell's username and password

Save the credentials Nutshell gives you as a Tray.ai authentication. The HTTP Client sends them as basic auth. They stay out of the workflow and out of the logs.

Step 2

Point the HTTP Client at the API

Add an HTTP Client step and use https://app.nutshell.com/rest as the base URL. Or paste a cURL example from Nutshell's API docs, and Tray.ai fills in the method, URL, and headers.

Step 3

Start with “List leads”

It's one of 20 documented actions, under Leads. The response comes back as data the next step can map into your other apps.

Step 4

Start workflows from Nutshell events

Give Nutshell the URL of a Tray.ai webhook trigger. “Contact edited” can then start a workflow, and so can 1 other event.

Give your AI agents Nutshell tools

Build an MCP server on Nutshell in Agent Gateway and choose which actions your agents can call. Every call runs with access control and an audit trail. How Agent Gateway works

  • List leads
  • List accounts
  • List contacts
  • List activities
  • List tasks
  • Get a lead
  • Create a lead
  • Update a lead

What the Nutshell API covers

5 resources and 20 documented actions, each one a call the HTTP Connector can make from a Tray.ai workflow. Connecting it takes a few clicks: here's how.

Leads

  • List leads
  • Get a lead
  • Create a lead
  • Update a lead
  • Delete a lead

Accounts

  • List accounts
  • Get an account
  • Create an account
  • Update an account

Contacts

  • List contacts
  • Get a contact
  • Create a contact
  • Update a contact

Activities

  • List activities
  • Get an activity
  • Create an activity
  • Update an activity

Tasks

  • List tasks
  • Create a task
  • Delete a task

Events Nutshell can send to a Tray.ai webhook trigger

  • Contact edited
  • Lead won

Checked against Nutshell's own documentation on 2026-10-22

developers.nutshell.com

Frequently asked questions

What can a Tray.ai workflow do in Nutshell?

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The Nutshell API documents 20 actions across 5 resources (Leads, Accounts, Contacts, Activities, Tasks). For example: List leads; List accounts; List contacts. A workflow can make any documented call through the HTTP Connector.

How does Tray.ai authenticate with Nutshell?

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The Nutshell API uses basic authentication. You save it once as a Tray.ai authentication, and the HTTP Connector adds it to every request.

Which Nutshell events can start a Tray.ai workflow?

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Nutshell sends 2 events to a webhook URL, for example: Contact edited; Lead won. A Tray.ai webhook trigger receives them and starts a workflow.

See Nutshell working against your stack.

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