Connect Boldsign and Nutshell to power automations.

Trigger from one app, act on another, with a thinking brain in the middle. Build it in plain English. Approve from your phone.

When this happens · Trigger

Do this · Action

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Supported Triggers and Actions

Notis builds workflows that link Boldsign to Nutshell. A trigger fires from one place; an action lands in another.

Boldsign triggers

Nutshell actions

No triggers available yet

Create Accounts

Tool to create one or more accounts in Nutshell. Use when you need to add new company accounts. Each account must have at least one of: name, phone, email, address, or url.

ActionInstant

Create Custom Field for Accounts

Tool to create a custom field for accounts in Nutshell. Use when you need to add new custom fields to track additional information on company accounts. Supports Text, LongText, Currency, Date, and Decision field types.

ActionInstant

Create Activities

Tool to create one or more activities in Nutshell CRM. Use when you need to log a completed activity or schedule a future activity such as phone calls, meetings, emails, or notes. All activity fields are optional except the activities array itself. At minimum, provide a name or activityType for meaningful activities.

ActionInstant

Create Contacts

Tool to create one or more contacts in Nutshell CRM. Use when you need to add new contacts to the system. Each contact must have at least one identifier field (name, phone, email, address, or url).

ActionInstant

Create Lead

Tool to create a lead in Nutshell CRM using the JSON-RPC API. Use when you need to add a new lead to the system. The description field is required, while other fields like manualValue, dueTime, customFields, and links are optional.

ActionInstant

Create Custom Field for Leads

Tool to create a custom field for leads in Nutshell. Use when you need to add new custom fields to track additional information on leads. Supports Text, Email, Currency, and Date field types.

ActionInstant

Create Notes

Tool to create a note in Nutshell. Use when you need to add notes to contacts, leads, accounts, or other entities in Nutshell CRM. The note will be attached to the specified parent entity.

ActionInstant

Create Sources

Tool to create new sources in Nutshell CRM. Use when you need to add source tracking for leads or contacts. Sources help categorize where leads originate (e.g., organic search, paid ads).

ActionInstant

Trigger Types

Four ways to start an automation.

A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a recurring schedule, and soon, your own database.

Integration triggers

Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,000+ apps can start a workflow.

New Notion pageStripe chargeCalendar event

Webhook triggers

A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.

Any HTTP POSTCustom backendIoT event

Works with

ZapierPipedream

Most used

Recurring triggers

Cron-style schedules run a workflow on the clock. Daily standups, hourly syncs, business-hours-only digests: the workhorse of Notis.

Daily · 8:00HourlyWeekdays only

Coming soon

Database triggers

Watch a row, query, or threshold in your own database and fire the moment the data changes. Row inserted, value crosses a limit, query starts matching.

Row insertedValue > limitQuery match

Why AI automation

Classic automation breaks. AI adapts.

Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.

Classic automationAI automation

Cost

$ · pay per run

$$ · AI models per run

Reliability

Breaks on schema change

Adapts to format changes

Setup

Click 8 dropdowns

Describe it in English

Handles fuzzy

Hard-coded fields only

Reads intent, summarises

Human in loop

Bolted on

Built in · approval inbox

Maintenance

You own every break

Self-heals · we own it

Ease of use

Describe it. Notis builds it.

Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.

You · in the Notis Builder

NEW

“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”

Notis built this automation:

TriggerRow added to "Q4 OKRs"

Condition✦Status = "Blocked"

AI step✦Summarise the blocker in plain English

ActionDM the row owner with summary

Timeout✦No reply in 24h → ping you

Observability

Watch every run.

Notis Desktop is Mission Control for your AI automations. See every run, replay, edit, or rewind. Set approval gates so Notis pauses before destructive actions.