Create Nusii Proposals clients from new or updated Capsule CRM contacts
Effortlessly keep your client list updated across both Capsule CRM and Nusii Proposals with this seamless workflow. Whenever a new or updated contact is added in Capsule CRM, a client will be created in Nusii Proposals, ensuring that your business proposals and CRM always stay in sync. Say goodbye to manual data entry and enjoy a more efficient client management process.
Effortlessly keep your client list updated across both Capsule CRM and Nusii Proposals with this seamless workflow. Whenever a new or updated contact is added in Capsule CRM, a client will be created in Nusii Proposals, ensuring that your business proposals and CRM always stay in sync. Say goodbye to manual data entry and enjoy a more efficient client management process.
- When this happens...New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
- automatically do this!Create Client
Creates a new client.
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