Create new Nusii Proposals clients from Cognito Forms entries
Efficiently manage your client onboarding process by connecting Cognito Forms and Nusii Proposals. With this workflow, whenever a new entry is submitted in Cognito Forms, a client will be created in Nusii Proposals - making it easier to keep your client database up-to-date. Spend less time manually transferring data between apps, and more time focusing on serving your clients.
Efficiently manage your client onboarding process by connecting Cognito Forms and Nusii Proposals. With this workflow, whenever a new entry is submitted in Cognito Forms, a client will be created in Nusii Proposals - making it easier to keep your client database up-to-date. Spend less time manually transferring data between apps, and more time focusing on serving your clients.
- When this happens...New Entry
Triggers when someone fills out your form.
- automatically do this!Create Client
Creates a new client.
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