Nutshell API

Integrate Nutshell with your product—along with any other
CRM
application

Connect your product to all the applications your customers use via Merge's

CRM

Unified API to close more deals, retain customers, and expand to new markets

Top integration use cases for Nutshell

Analyze sales reps’ performance

Imagine you offer an analytics tool that helps sales managers and leaders analyze reps’ performance (your tool can also help users pinpoint additional insights).

To help facilitate this use case, you can integrate your product with a CRM like Nutshell via Merge’s CRM Unified API. You can then sync closed-won opportunities and key fields within them, like the account owner and the deal size.

These syncs can run on a frequent cadence, say once every hour, to ensure your leadership is analyzing up-to-date and reliable data. Moreover, you can build additional steps in your product on top of these syncs to make the data easier to take action off of, such as sending out a notification when a rep’s performance falls below or above a certain set of conditions.

‍Streamline customer onboarding‍

Say you offer an enterprise resource planning (ERP) system that allows finance teams to create customer records, store critical customer documents (e.g. invoices), perform analysis on key activities, and more.

To help your clients’ finance teams learn about new clients on time and begin the process of invoicing them within your product, you can integrate your ERP system with a CRM like Nutshell via Merge.

More specifically, using Merge, you can register a webhook in Nutshell that listens for any opportunity’s status getting marked as “closed won” within the CRM. Whenever this happens, Nutshell calls the URL, triggering a payload to your application in real-time.

This payload notification can include all the relevant context on the closed opportunity for the finance team, enabling them to carry out their invoicing tasks quickly and easily within you product.

‍Learn more about using Merge to send deal notifications to your product.

‍Add leads from other applications ‍

Suppose you offer a product that recommends leads to reps, lets them accept or reject leads, and enables them to take action on these leads—all within your application.

Accepted leads should also live in a CRM like Nutshell so that the reps’ managers have visibility on the prospects reps pursue and how they're pursued. Only then can the managers support the reps effectively and forecast their teams’ closed-won revenue accurately.

With this in mind, you can integrate your application with Nutshell via Merge’s CRM Unified API. You can then sync leads and their associated fields, like their first and last name, email address, role, employer, etc. You can also sync this data at frequent intervals, like every 5 minutes, or even use webhooks to ensure the data is consistent between your application and the CRM system at all times.

Sync Nutshell Data

Accounts

The Account object is used to represent a company in a CRM system.

Docs

Contacts

The Contact object is used to represent an existing point of contact at a company in a CRM system.

Docs

Engagements

The Engagement object is used to represent an interaction noted in a CRM system.

Docs

Engagement Types

The Engagement Type object is used to represent an interaction activity. A given Engagement typically has an Engagement Type object represented in the engagement_type field.

Docs

Notes

The Note object is used to represent a note on another object.

Docs

Opportunities

The Opportunity object is used to represent a deal opportunity in a CRM system.

Docs

Stages

The Stage object is used to represent the stage of an opportunity.

Docs

Tasks

The Task object is used to represent a task, such as a to-do item.

Docs

Users

The User object is used to represent a user with a login to the CRM system.

Docs

FAQ on integrating with Nutshell’s API

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Get Employee Data

import merge
from merge.client import Merge
merge_client = Merge(api_key="<YOUR_API_KEY>", account_token="<YOUR_ACCOUNT_TOKEN>")
employee = merge_client.hris.employees.list()

import { MergeClient, Merge } from '@mergeapi/merge-node-client';
const merge = new MergeClient({
  apiKey: 'YOUR_API_KEY',
  accountToken: 'YOUR_ACCOUNT_TOKEN',
});
employee = await merge.hris.employees.list()

ApiClient.instance.authentications.tokenAuth = {
  type: 'bearer',
  accessToken: 'API_KEY',
};
new EmployeesApi().employeesList('ACCOUNT_TOKEN', {}, (data) => {
  console.log(data);
});

import (
  "context"
  "fmt"
  merge "github.com/fern-api/merge-go"
  mergeclient "github.com/fern-api/merge-go/client"
  "github.com/fern-api/merge-go/hris"
)

client := mergeclient.NewClient(
  mergeclient.ClientWithAuthApiKey("<YOUR_API_KEY>"),
  mergeclient.ClientWithHeaderAccountToken("<YOUR_ACCOUNT_TOKEN>"),
)
employee, err := client.Hris().Employees().List(
  context.TODO(),
  &hris.EmployeesRetrieveRequest{
    IncludeRemoteData: merge.Bool(true),
  },
)
if err != nil {
  return err
}
fmt.Printf("Retrieved employee with ID %q\n", *employee.Id)

ApiClient client = Configuration.getDefaultApiClient();
client.setBasePath('https://api.merge.dev/api/ats/v1');
ApiKeyAuth tokenAuth = client.getAuthentication('tokenAuth');
tokenAuth.setApiKey('API_KEY');
CandidatesApi apiInstance = new CandidatesApi(client);
apiInstance.candidatesList('ACCOUNT_TOKEN');

import com.merge.api.MergeApiClient;
import com.merge.api.resources.hris.employees.requests.EmployeesRetrieveRequest;
import com.merge.api.resources.hris.types.Employee;
MergeApiClient mergeClient = MergeApiClient.builder()
    .accountToken("ACCOUNT_TOKEN")
    .apiKey("API_KEY")
    .build();
Employee employee = mergeClient.hris().employees().list(
    EmployeesRetrieveRequest.builder()
        .includeRemoteData(true)
        .build());

{
"id": "0958cbc6-6040-430a-848e-aafacbadf4ae",
"remote_id": "19202938",
"employee_number": "2",
"company": "8d9fd929-436c-4fd4-a48b-0c61f68d6178",
"first_name": "Dirna",
"last_name": "Emanuel",
"display_full_name": "Dirna Emanuel",
"username": "dirnaemanuel",
"groups": [
  "21a54124-397f-494d-985e-3c5b330b8a68"
],
"work_email": "dirna@merge.dev",
"personal_email": "dirnaemanuel@gmail.com",
"mobile_phone_number": "+1234567890",
"employments": [
  "17a54124-287f-494d-965e-3c5b330c9a68"

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Meta Endpoint

Programmatically access required schemas

Third-party providers require specific (and often different) fields to write data to their APIs, making your code a mess.

Dynamically fetch required data schemas from Merge’s /meta endpoint to make POST or PATCH requests that just work.

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Integrate Nutshell with your product—along with any other CRM application

Top integration use cases for Nutshell

Analyze sales reps’ performance

‍Streamline customer onboarding‍

‍Add leads from other applications ‍

Sync Nutshell Data

FAQ on integrating with Nutshell’s API

Make integrations your competitive advantage

Focus on your core product

Give customer success a break

Stop losing sales due to integrations

Integration authentication that feels like magic

The toolkit for all your integration needs

Programmatically access required schemas

Rely on the best integration observability system

How Drata helps thousands streamline their SOC 2 with Merge

Read more about building and maintaining multiple integrations

We're the cheat code to your integrations strategy

Integrate Nutshell with your product—along with any other
CRM
application