Popular ways to use Nusii Proposals workflows

• Post Slack messages when new Nusii Proposal proposals are accepted

  

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  Nusii Proposals, Slack

  Nusii Proposals + Slack

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  1. 

     When this happens

     Step 1: Proposal Accepted

  2. 

     Then do this

     Step 2: Send Channel Message

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  Post Slack messages when new Nusii Proposal proposals are accepted

  

  by Zapier

  Zapier

  Post Slack messages when new Nusii Proposal proposals are accepted

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  Nusii Proposals, Slack

  Nusii Proposals + Slack

• Create QuickBooks invoices from accepted proposals in Nusii Proposals

  

  by Zapier

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  Premium apps: QuickBooks Online

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  Nusii Proposals, QuickBooks Online

  Nusii Proposals + QuickBooks Online

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  1. 

     When this happens

     Step 1: Proposal Accepted

  2. 

     Then do this

     Step 2: Create Invoice

  See Zap detailsTry it

  Create QuickBooks invoices from accepted proposals in Nusii Proposals

  

  by Zapier

  Zapier

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  Premium apps: QuickBooks Online

  Create QuickBooks invoices from accepted proposals in Nusii Proposals

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  Nusii Proposals, QuickBooks Online

  Nusii Proposals + QuickBooks Online

• Create Xero invoices from accepted proposals in Nusii Proposals

  

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  Premium apps: Xero

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  Nusii Proposals, Xero

  Nusii Proposals + Xero

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  1. 

     When this happens

     Step 1: Proposal Accepted

  2. 

     Then do this

     Step 2: Create Sales Invoice

  See Zap detailsTry it

  Create Xero invoices from accepted proposals in Nusii Proposals

  

  by Zapier

  Zapier

  Premium

  Premium apps: Xero

  Create Xero invoices from accepted proposals in Nusii Proposals

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  Nusii Proposals, Xero

  Nusii Proposals + Xero

• Add Trello cards when proposals are created in Nusii Proposals

  

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  Nusii Proposals, Trello

  Nusii Proposals + Trello

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     When this happens

     Step 1: Proposal Created

  2. 

     Then do this

     Step 2: Create Card

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  Add Trello cards when proposals are created in Nusii Proposals

  

  by Zapier

  Zapier

  Add Trello cards when proposals are created in Nusii Proposals

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  Nusii Proposals, Trello

  Nusii Proposals + Trello

• Create proposals in Nusii Proposals from new Typeform entries

  

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  Typeform, Nusii Proposals

  Typeform + Nusii Proposals

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     When this happens

     Step 1: New Entry

  2. 

     Then do this

     Step 2: Create Draft Proposal

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  Create proposals in Nusii Proposals from new Typeform entries

  

  by Zapier

  Zapier

  Create proposals in Nusii Proposals from new Typeform entries

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  Typeform, Nusii Proposals

  Typeform + Nusii Proposals

• Create Nusii Proposals clients for new HubSpot contacts

  

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  HubSpot, Nusii Proposals

  HubSpot + Nusii Proposals

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  1. 

     When this happens

     Step 1: New Contact

  2. 

     Then do this

     Step 2: Create Client

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  Create Nusii Proposals clients for new HubSpot contacts

  

  by Zapier

  Zapier

  Create Nusii Proposals clients for new HubSpot contacts

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  HubSpot, Nusii Proposals

  HubSpot + Nusii Proposals

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

  

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  Nusii Proposals, Basecamp 3

  Nusii Proposals + Basecamp 3

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  1. 

     When this happens

     Step 1: Proposal Created

  2. 

     Then do this

     Step 2: Create To-do List

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

  

  by Zapier

  Zapier

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

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  Nusii Proposals, Basecamp 3

  Nusii Proposals + Basecamp 3

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

  

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  Nusii Proposals, Google Sheets

  Nusii Proposals + Google Sheets

  More details

  1. 

     When this happens

     Step 1: Proposal Accepted

  2. 

     Then do this

     Step 2: Create Spreadsheet Row

  See Zap detailsTry it

  Add accepted proposals from Nusii Proposals to Google Sheets as rows

  

  by Zapier

  Zapier

  Add accepted proposals from Nusii Proposals to Google Sheets as rows

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  Nusii Proposals, Google Sheets

  Nusii Proposals + Google Sheets

• 

  Client Created

  Triggers when a client is created.

  Trigger

  Instant
• 

  Proposal Accepted

  Triggers when a proposal is accepted.

  Trigger

  Instant
• 

  Proposal Viewed

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

  Trigger

  Instant
• 

  Proposal Charged

  Triggers when a proposal is charged.

  Trigger

  Instant
• 

  Proposal Created

  Triggers when a proposal is created.

  Trigger

  Instant
• 

  Proposal Rejected

  Triggers when a proposal is rejected.

  Trigger

  Instant
• 

  Proposal Sent

  Triggers when a proposal is sent.

  Trigger

  Instant
• 

  Create Client

  Creates a new client.

  Action

  Write
• Nusii Proposals

  Creates a new proposal.

  Scheduled

  Action