Nusii Proposals

Nusii Proposals Integrations

  • Post Slack messages when new Nusii Proposal proposals are accepted

    Communication is key to the smooth running of any business. With this time-saving automation, you can keep your team in the loop. When a Nusii Proposal is accepted, a Slack message is created and sent to the appropriate channel. Keeping the right people in the know.

    How this Nusii Proposals-Slack integration works

    1. A proposal is accepted in Nusii Proposals
    2. Zapier sends a Slack channel message

    Apps involved

    • Nusii Proposals
    • Slack
  • Create QuickBooks invoices from accepted proposals in Nusii Proposals

    Stop jumping between apps and manually copying data over and over... Once activated, this Zapier integration will automatically create a QuickBooks invoice whenever a new proposal is accepted in Nusii Proposals.

    How this Nusii Proposals-QuickBooks integration works

    1. A proposal is accepted in Nusii Proposals
    2. Zapier creates a new invoice in QuickBooks Online

    Apps involved

    • Nusii Proposals
    • QuickBooks Online
  • Create Xero invoices from accepted proposals in Nusii Proposals

    What better way to stay friends with the accounting department than to automatically generate a new invoice when a proposal is accepted? This Zapier integration will do just that. After you've set it up, Zapier will create a Xero invoice whenever a new proposal is accepted in Nusii Proposals.

    How this Nusii Proposals-Xero integration works

    1. A proposal is accepted in Nusii Proposals
    2. A Xero invoice is created

    Apps involved

    • Nusii Proposals
    • Xero
  • Add Trello cards when proposals are created in Nusii Proposals

    Knowing which stage a client is at in your sales funnel is crucial to the success of any business. This Zap will automatically create a Card for you in Trello when a new proposal is created. No more back and forth between platforms.

    How this Nusii Proposals-Trello integration works

    1. A proposal is created in Nusii Proposals
    2. Zapier creates a Trello card in your specified board and list

    Apps involved

    • Nusii Proposals
    • Trello
  • Create proposals in Nusii Proposals from new Typeform entries

    Get over that first proposal writing hurdle and let this Zapier automation do the heavy lifting. Instead of starting with a blank slate, use Typeform to generate a new proposal whenever a new entry is submitted. It's all about saving you and your team valuable time.

    How this Typeform-Nusii Proposals integration works

    1. A new entry is submitted to Typeform
    2. Zapier creates a new proposal in Nusii Proposals

    Apps involved

    • Typeform
    • Nusii Proposals
  • Create Nusii Proposals clients for new HubSpot CRM contacts

    Instead of repeating work across multiple platforms, let Zapier do the heavy lifting for you. Once you add a new contact to your HubSpot CRM account, Zapier will automatically create a client in Nusii Proposals. Saving you time and letting you get on with more pressing matters.

    How this Hubspot CRM- Nusii Proposals integration works

    1. A contact is created in HubSpot CRM
    2. Zapier creates a new client in Nusii Proposals

    Apps involved

    • HubSpot CRM
    • Nusii Proposals
  • Create Basecamp 3 to-do list when a proposal is created in Nusii Proposals

    Leave nothing to chance when starting a new client relationship. With this integration activated, Zapier will automatically create a new to-do list in Basecamp 3 when starting a new proposal in Nusii Proposals. That way, you can get your project off on the right foot.

    How this Nusii Proposals-Basecamp 3 integration works

    1. When a proposal is created in Nusii Proposals
    2. Zapier creates a new to-do list in Basecamp 3

    Apps involved

    • Nusii Proposals
    • Basecamp 3
  • Add accepted proposals from Nusii Proposals to Google Sheets as rows

    Love 'em or hate 'em, spreadsheets are a necessary evil when it comes to running a business. Automating the process between having a proposal accepted and informing your accounting department can be now be done quickly and efficiently by using this Zapier integration.

    How this Nusii Proposals-Google Sheets integration works

    1. When a proposal is accepted in Nusii Proposals
    2. Zapier creates a new row in Google Sheets spreadsheet

    Apps involved

    • Nusii Proposals
    • Google Sheets
  • Post Slack channel messages for rejected Nusii Proposals

    Having a proposal rejected is never fun, but it's important to know as soon as possible. Keep you and your team in the loop by creating a Slack channel message whenever a new proposal is rejected. Find out early, so you can move on to the next challenge!

    How this Nusii Proposals - Slack integration works

    1. A proposal is rejected in Nusii Proposals
    2. Zapier automatically creates a message and posts it into the Slack channel of your choosing

    Apps involved

    • Nusii Proposals
    • Slack
  • Create Nusii Proposals clients from new Insightly contacts

    Are you fed up with manually copying data between services? After you've set it up, this Zapier integration automatically creates a new contact in Nusii Proposals whenever you add a new contact to Insightly. Saving you time and headache.

    How this Insightly-Nusii Proposals integration works

    1. When a new client is created in Insightly
    2. Zapier creates a new client in Nusii Proposals

    Apps involved

    • Insightly
    • Nusii Proposals
  • Add AWeber subscribers for newly proposed Nusii Proposals

    Keep prospects and customers up-to-date on the latest news, changes, and updates. Instantly add people from your Nusil Proposals into your AWeber account. This Zapier integration will create a new AWeber subscriber whenever a new proposal is created in Nusii Proposals.

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Nusii Proposals Integration Details

Launched on Zapier May 22, 2017

Zapier combines Triggers (like "Proposal Sent") and Actions (like "Create Client") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.

The following Nusii Proposals Triggers, Searches, and Actions are supported by Zapier:

Proposal Sent

Triggers when a proposal is sent.

Proposal Accepted

Triggers when a proposal is accepted.

Proposal Created

Triggers when a proposal is created.

Proposal Viewed

Triggers when a client views a proposal. Be aware that this trigger only works for Active Proposals with status: pending.

Client Created

Triggers when a client is created.

Proposal Rejected

Triggers when a proposal is rejected.

Create Client

Creates a new client.

Create Draft Proposal

Creates a new proposal.

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