Freshsales Suite + Nusii Proposals

Create new Nusii Proposals clients from Freshsales Suite contacts

Easily stay on top of your client management with this workflow between Freshsales Suite and Nusii Proposals. Whenever a new contact is added in Freshsales Suite, a client will be created in Nusii Proposals, ensuring a seamless connection between your CRM and proposal software. Save time and improve efficiency by automating this process, allowing you to focus on more important tasks.

When this happens...
TriggerScheduled
automatically do this!
Create Client
Creates a new client.
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

What does this mean?

- Filter NameRequired
Trigger
Scheduled
Try It
- Filter NameRequired
Trigger
Scheduled
Try It
- Filter NameRequired
Trigger
Scheduled
Try It
- Filter NameRequired
Trigger
Scheduled
Try It
- TitleRequired
- Associated ModuleRequired
- Attendees EmailRequired
- From DateRequired
- To DateRequired
- Targetable IdRequired
- Location
- Description
- Time Zone
- Outcome
Action
Write

- Associated ModuleRequired
- Targetable IdRequired
- TitleRequired
- Due DateRequired
- Owner IdRequired
- Outcome IdRequired
- Description
- Task Type
- Collaborators
Action
Write
- Module NameRequired
Action
Write

- Associated ModuleRequired
- Targetable IdRequired
- TitleRequired
- Owner IdRequired
- Start DateRequired
- End DateRequired
- Sales Activity TypeRequired
- Outcome
- Location
- Collaborators
- Notes
Action
Write
- Unique Identifer NameRequired
- Unique IdentifierRequired
- Event NameRequired
- Additional Event Properties
Action
Write
- Update ByRequired
- Enter Account Name /Account IDRequired
Action
Write
- Deal IDRequired
Action
Write
- Search ByRequired
- Enter Account ID / NameRequired
Action
Search
- Search ByRequired
- Enter Contact ID / Email / Phone No/External IDRequired
Action
Search
- Search ByRequired
- Enter Contact ID / Email / Phone No/External IDRequired
- First Name
- Last Name
- Work Number
- Mobile Number
- Emails
- Do You Want to Update Lifecycle Stage and Status
- Do You Want To Add Contact To List
- List Name
Action
Search or write
- Search ByRequired
- Enter Contact ID / Email / Phone No/External IDRequired
- First Name
- Last Name
- Work Number
- Mobile Number
- Emails
- Do You Want to Update Lifecycle Stage and Status
- Do You Want To Add Contact To List
- List Name
Action
Search or write
Proposal Accepted
Triggers when a proposal is accepted.
Trigger
Instant
Try It
Proposal Charged
Triggers when a proposal is charged.
Trigger
Instant
Try It
Proposal Rejected
Triggers when a proposal is rejected.
Trigger
Instant
Try It
- EmailRequired
- Role
- First NameRequired
- Surname
- Business Name
- Telephone
- Locale
- Currency
- Street Address
- Postcode
- City
- Country
- State
- Website
- PDF Page Size
- Notes
Action
Write

- Filter NameRequired
- Include Contact Details
Trigger
Scheduled
Try It
- Filter NameRequired
Trigger
Scheduled
Try It
- Filter NameRequired
Trigger
Scheduled
Try It
- Select ModuleRequired
- Unique IdentifierRequired
- File NameRequired
- File PathRequired
- Share with team
Action
Write
- Update ByRequired
- Enter Email / Contact IDRequired
- NoteRequired
Action
Write
- Name
Action
Write
- First Name
- Last Name
- Work Number
- Mobile Number
- Emails
- Do You Want to Update Lifecycle Stage and Status
- Do You Want To Add Contact To List
- List Name
Action
Write
- Name
- Deal Value
Action
Write
- Associated moduleRequired
- Enter NoteRequired
- Targetable IdRequired
Action
Write
- Update ByRequired
- Enter Email / Contact ID / Mobile Number / External IDRequired
- Do You Want to Update Lifecycle Stage and Status
- Choose one of the operation
- List Name
Action
Write
- Email ID of the UserRequired
Action
Search
- Find ByRequired
- Enter Name / Deal IDRequired
Action
Search
- Search ByRequired
- Enter Account ID / NameRequired
- Name
Action
Search or write
- EmailRequired
- First Name
- Last Name
- Work Number
- Mobile Number
- Emails
- Do You Want to Update Lifecycle Stage and Status
- Do You Want To Add Contact To List
- List Name
Action
Search or write
Client Created
Triggers when a client is created.
Trigger
Instant
Try It
Proposal Viewed
Triggers when a client views a proposal. Be aware that this trigger only works for Active Proposals with status: pending.
Trigger
Instant
Try It
Proposal Created
Triggers when a proposal is created.
Trigger
Instant
Try It
Proposal Sent
Triggers when a proposal is sent.
Trigger
Instant
Try It
- Title of ProposalRequired
- Client
- Client Email
- Document Section Title
- Prepared By
- Theme
- Template
Action
Write

About Freshsales Suite

Freshsales Suite is an online, cloud-based CRM with integrated phone and email, user behavior tracking, lead scoring and more.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Nusii Proposals

Nusii is an online proposal tool that helps you create, track and manage proposals for your creative business.

Learn more

Related categories

Proposal & Invoice Management

PRODUCTS

CAPABILITIES

By team

Freshsales Suite + Nusii Proposals

Create new Nusii Proposals clients from Freshsales Suite contacts

Contacts Added to a List

New Account

Filter NameRequired

Contact Updated

Filter NameRequired

New Deal

Filter NameRequired

Create Meeting

TitleRequired

Associated ModuleRequired

Attendees EmailRequired

From DateRequired

To DateRequired

Targetable IdRequired

Location

Description

Time Zone

Outcome

Create Task

Associated ModuleRequired

Targetable IdRequired

TitleRequired

Due DateRequired

Owner IdRequired

Outcome IdRequired

Description

Task Type

Collaborators

Create a Record on Custom Module

Module NameRequired

Create Custom Sales Activity

Associated ModuleRequired

Targetable IdRequired

TitleRequired

Owner IdRequired

Start DateRequired

End DateRequired

Sales Activity TypeRequired

Outcome

Location

Collaborators

Notes

Create a Marketing Event

Unique Identifer NameRequired

Unique IdentifierRequired

Event NameRequired

Additional Event Properties

Update Account

Update ByRequired

Enter Account Name /Account IDRequired

Update Deal

Deal IDRequired

Find Account

Search ByRequired

Enter Account ID / NameRequired

Find Contact by Unique Fields

Search ByRequired

Enter Contact ID / Email / Phone No/External IDRequired

Search the matching Contacts

Search ByRequired

Enter Contact ID / Email / Phone No/External IDRequired

First Name

Last Name

Work Number

Mobile Number

Emails

Do You Want to Update Lifecycle Stage and Status

Do You Want To Add Contact To List

List Name

Search the matching Contacts

Search ByRequired

Enter Contact ID / Email / Phone No/External IDRequired

First Name

Last Name

Work Number