Create new Nusii Proposals clients from 123FormBuilder form submissions
Effortlessly streamline your client onboarding process with this 123FormBuilder and Nusii Proposals integration. When a new form is submitted in 123FormBuilder, this workflow will create a client in Nusii Proposals, saving you manual entry time and ensuring your information is always up-to-date. Enhance your productivity and maintain accuracy for a seamless business experience.
Effortlessly streamline your client onboarding process with this 123FormBuilder and Nusii Proposals integration. When a new form is submitted in 123FormBuilder, this workflow will create a client in Nusii Proposals, saving you manual entry time and ensuring your information is always up-to-date. Enhance your productivity and maintain accuracy for a seamless business experience.
- When this happens...New Form
Triggers when a new form is added to your account.
- automatically do this!Create Client
Creates a new client.
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New Form
Triggers when a new form is added to your account.
Try ItClient Created
Triggers when a client is created.
Try ItProposal Viewed
Triggers when a client views a proposal. Be aware that this trigger only works for Active Proposals with status: pending.
Try ItProposal Created
Triggers when a proposal is created.
Try It