Nusii Proposals Integrations
Do More With Nusii Proposals
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
- A proposal is accepted in Nusii Proposals
- 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
- A proposal is accepted in Nusii Proposals
- 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
- A proposal is accepted in Nusii Proposals
- 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
- A proposal is created in Nusii Proposals
- 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
- A new entry is submitted to Typeform
- 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
- A contact is created in HubSpot CRM
- 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
- When a proposal is created in Nusii Proposals
- 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
- When a proposal is accepted in Nusii Proposals
- 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
- A proposal is rejected in Nusii Proposals
- 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
- When a new client is created in Insightly
- 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 23, 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:
Triggers when a proposal is sent.
Triggers when a proposal is accepted.
Triggers when a proposal is created.
Triggers when a client views a proposal. Be aware that this trigger only works for Active Proposals with status: pending.
Triggers when a client is created.
Triggers when a proposal is rejected.
Creates a new client.
Creates a new proposal.
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