Create Basecamp 3 to-do list when a proposal is created in Nusii Proposals
Leave nothing to chance when starting a new client relationship. With this integration activated, Zapier will automatically create a new to-do list in Basecamp 3 when starting a new proposal in Nusii Proposals. That way, you can get your project off on the right foot.
Leave nothing to chance when starting a new client relationship. With this integration activated, Zapier will automatically create a new to-do list in Basecamp 3 when starting a new proposal in Nusii Proposals. That way, you can get your project off on the right foot.
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Client 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 ItProposal Sent
Triggers when a proposal is sent.
Try It
Proposal Accepted
Triggers when a proposal is accepted.
Try ItProposal Charged
Triggers when a proposal is charged.
Try ItProposal Rejected
Triggers when a proposal is rejected.
Try ItEmailRequired
Role
First NameRequired
Surname
Business Name
Telephone
Cilent's Telephone. Accepts any format for telephone number. E.g. +11231231234, (123) 123-1234, 123 123 123.
Locale
The language of the client's proposals.
Currency
The currency of the client's proposals. Please let us know if you need another currency :-).
Street Address
Postcode
City
Country
State
Can either be State/Province or Region. Accepts any format. E.g. New York, NY, California, CA, Noord Holland, Madrid.
Website
E.g. www.example.com.
PDF Page Size
The size of the printable proposal PDF. The default value will be the page size of the account. You can change this in the Settings page in Nusii.
Notes
Internal note.
Related categories
Related categories
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