Nutshell CRM Workflow Automation & Approvals
Run Nutshell on autopilot. Keep the veto.
78 actions
Deals move stages and leads get reassigned in Nutshell before you've had a chance to review them. Rills proposes every change; you approve before it goes out.
Interactive. No signup. 14 days free · approvals always free.
Most automation fires first, asks later. Rills shows you the change before it ships.
Every consequential crm action from Nutshell arrives on your phone first. Approve in seconds. Decline without explaining yourself. Workflows wait, paused at zero cost, until you decide.
Queue 3
Move 9 stalled leads to a new pipeline stage?
9 leads · no stage change in >= 21 days
Matches criteria from last month's cleanup batch
3 leads are tied to active quotes in Nutshell
Free to wait. Free to think.
Approvals and logic don't cost a credit. Pause a workflow for three hours or three weeks. The price is the same: zero. You only pay when something real happens: an AI call, an outbound action.
Approve from your phone in five seconds.
Swipe right when you're sure. Decline when you're not. Between meetings, mid-coffee, on the train. No dashboard to babysit, no inbox triage, and no surprise send you find out about after it's already out the door.
Routine cases graduate themselves.
Every approval feeds a confidence score for that exact workflow shape. The obvious cases (the ones you've green-lit fifty times) start running on their own. The judgment calls still come to you.
About Nutshell automation
Pipeline stages shift, custom fields get written, and lead assignments fire off in your CRM while you're heads-down on something else. By the time you open Nutshell, the change has already shaped what your team sees.
When Nutshell runs unsupervised
CRM automation that touches live pipeline data moves fast, and the mistakes compound. One wrong field or misrouted lead can skew a report you're about to share with a client.
- Set Lead Pipeline fires on the wrong record and a deal drops out of your active funnel silently.
- Create Custom Field for Leads adds a duplicate field no one asked for, and it shows up in every lead view from that point forward.
- Get Leads Report pulls stale filters and the numbers you forward look nothing like reality.
- List Stages returns outdated stage names after a pipeline edit, and downstream logic branches on the wrong data.
- Undelete Source resurrects an archived entry that was retired for a reason, polluting source attribution across your accounts.
What Rills does inside Nutshell
Rills watches the operations queued against your Nutshell data, such as Set Lead Pipeline changes, Create Custom Field requests, and Leads Report generation, and holds each one as a proposal until you decide. Nothing posts to your CRM until you approve Nutshell actions explicitly.
The pipeline change still happens; you just see exactly what it is before it lands.
Why Nutshell has no triggers and how Rills fills the gap
Nutshell exposes no native event triggers, so there is nothing to react to in real time. Rills fills that gap by running scheduled reads and upstream signals to surface proposed actions on a cadence you control.
- List Leads runs on a schedule to detect stalled deals past a set age threshold, then queues a Set Lead Pipeline proposal for your review.
- Get Leads Report pulls on a defined interval so Rills can flag when numbers deviate from the prior period and surface that as a checkpoint before you share externally.
- List Accounts scans periodically for accounts with no recent activity, generating a review batch you approve before any contact or field change is written.
- Get Activity checks on a set cadence for tasks overdue past their due date, then proposes reassignment or status updates you confirm before they touch the record.
What Rills can do in Nutshell
6 of 78 actions across reads, writes, and updates.
- 01
Create Accounts
Add new company accounts to your Nutshell CRM with essential contact information like name, phone, email, or website details.
- 02
List Accounts
Retrieves all accounts from your Nutshell CRM with optional filtering and sorting capabilities, allowing you to access your complete customer database on demand.
- 03
Create Activities
Log phone calls, meetings, emails, and notes in your CRM to maintain a complete activity history with your contacts and leads. Use this to track customer interactions and keep your team aligned on relationship progress.
- 04
Create Contacts
Add new contacts to your Nutshell CRM with email, phone, or other identifying information so you can track and manage relationships with prospects and customers.
- 05
List Contacts
Retrieve your contacts from Nutshell CRM with filtering and search capabilities to find specific people in your database. Use this when you need to access contact information for outreach, reporting, or workflow automation.
- 06
Create Lead
Add a new lead to your Nutshell CRM with essential contact information and optional custom details. Use this to quickly capture and organize new prospects in your sales pipeline.
Common questions about Nutshell automation
How do I automate Nutshell lead list pulls without missing anything?
Rills can pull your Nutshell leads list on a schedule and surface anything that needs attention as a proposed action. You review what it found and decide what happens next. Nothing updates, routes, or flags externally until you say so.
Can I get mobile approvals before Rills acts on my Nutshell pipeline data?
Yes. Every proposed action Rills builds from your Nutshell pipeline or account data lands in your mobile approval queue first. You swipe to approve or reject from your phone before anything ships. No dashboard babysitting required.
How do I automate Nutshell quote and invoice tracking across my accounts?
Rills can query your Nutshell quotes and invoices, then propose follow-up actions based on what it finds. Overdue invoices, stale quotes, accounts with no recent activity. You approve the ones worth acting on before they go out.
Can I automate Nutshell lead reports and get a summary without logging in?
Rills can pull your Nutshell leads report and turn it into a proposed summary or action set. You review the proposal on your phone and approve what matters. You never have to open Nutshell just to know what is happening.
How do I create custom fields in Nutshell automatically without doing it by hand?
Rills can propose creating custom fields for leads in Nutshell based on logic you define. It waits for your approval before any field is created. That way a bad config does not corrupt your CRM data before you catch it.
How is Rills different from Zapier for Nutshell automation?
Zapier runs the moment a trigger fires. Rills proposes the action and waits for your call before it executes. For CRM data that touches real accounts and contacts, that pause is the difference between a clean record and one you are untangling in a support thread.
Does Rills support Nutshell event-based triggers or just scheduled actions?
Nutshell does not currently send events to Rills, so workflows run on schedules or manual triggers rather than real-time events. Rills still proposes actions and holds them for your approval before anything touches your CRM or external tools.
How much does Rills cost for Nutshell automation?
Approvals and all workflow logic are free. You only pay for real actions, meaning the AI calls and external API work Rills performs when you approve something. Reviewing a proposed action, setting up logic, rejecting a proposal: none of that costs anything.