noCRM.io + Nusii Proposals
Create new Nusii Proposals clients from new manual triggers in noCRM.io
Start new business relationships on the right foot effortlessly with this workflow. When you input a new manual trigger in noCRM.io, it will set a process into motion that leads to the creation of a new client in Nusii Proposals. This simplifies your work process by allowing you to focus on building stronger relationships, instead of managing multiple software.
Start new business relationships on the right foot effortlessly with this workflow. When you input a new manual trigger in noCRM.io, it will set a process into motion that leads to the creation of a new client in Nusii Proposals. This simplifies your work process by allowing you to focus on building stronger relationships, instead of managing multiple software.
- When this happens...New Manual Trigger
Triggers when someone clicks on the lead Actions menu for a manual fire. This trigger only works for Expert edition and above.
- automatically do this!Create Client
Creates a new client.
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