Nusii Proposals + Paperform
Create draft proposals in Nusii Proposals from new form submissions in Paperform
Effortlessly turn new form submissions in Paperform into draft proposals in Nusii Proposals with this workflow. Once a form submission is received, a draft proposal will be instantly created in Nusii, streamlining your process and allowing you to focus on developing the perfect proposal. Save time and boost efficiency by seamlessly integrating your form data into your proposal management system.
Effortlessly turn new form submissions in Paperform into draft proposals in Nusii Proposals with this workflow. Once a form submission is received, a draft proposal will be instantly created in Nusii, streamlining your process and allowing you to focus on developing the perfect proposal. Save time and boost efficiency by seamlessly integrating your form data into your proposal management system.
- When this happens...New Form Submission
Triggers when a form is submitted.
- automatically do this!Create Draft Proposal
Creates a new proposal.
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FormRequired
Try ItProposal Accepted
Triggers when a proposal is accepted.
Try ItProposal Charged
Triggers when a proposal is charged.
Try ItProposal Rejected
Triggers when a proposal is rejected.
Try It
Client Created
Triggers when a client is created.
Try ItProposal Viewed
Triggers when a client views a proposal. Be aware that this trigger only works for Active Proposals with status: pending.
Try ItProposal Created
Triggers when a proposal is created.
Try ItProposal Sent
Triggers when a proposal is sent.
Try It
