Create new Nusii Proposals clients from new Keap contacts
Easily add new contacts from Keap to Nusii Proposals as clients with this time-saving workflow. Whenever you create a new contact in Keap, this automation will take care of creating a client in Nusii Proposals for you. It's a perfect way to streamline your proposal process, ensuring your client information stays up-to-date across both platforms.
Easily add new contacts from Keap to Nusii Proposals as clients with this time-saving workflow. Whenever you create a new contact in Keap, this automation will take care of creating a client in Nusii Proposals for you. It's a perfect way to streamline your proposal process, ensuring your client information stays up-to-date across both platforms.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Client
Creates a new client.
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