Gravity Forms + Nusii Proposals
Gravity Forms + Nusii Proposals
Create draft proposals in Nusii Proposals from new Gravity Forms submissions
Easily streamline your sales process with this efficient workflow. When you receive a new form submission in Gravity Forms, a draft proposal will be created in Nusii Proposals, ensuring that you never miss an opportunity to create a professional proposal for potential clients. Save time and maintain consistency by automating your proposal management with this seamless integration between Gravity Forms and Nusii Proposals.
- When this happens...Form SubmissionTriggers when the specified form is submitted.
- automatically do this!Create Draft ProposalCreates a new proposal.
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More things you can do with Gravity Forms and Nusii Proposals
Discover other triggers and actions you can use with Gravity Forms and Nusii Proposals
- FormRequired
- Use Admin Field Labels?
Try ItTriggerInstant- FormRequired
ActionWrite- Proposal Accepted
Triggers when a proposal is accepted.
Try ItTriggerInstant - Proposal Charged
Triggers when a proposal is charged.
Try ItTriggerInstant
- FormRequired
ActionWrite- Client Created
Triggers when a client is created.
Try ItTriggerInstant - Proposal Viewed
Triggers when a client views a proposal. Be aware that this trigger only works for Active Proposals with status: pending.
Try ItTriggerInstant - Proposal Created
Triggers when a proposal is created.
Try ItTriggerInstant
