Nusii Proposals + Paperless Forms
Create draft proposals in Nusii Proposals from new entries in Paperless Forms
Effortlessly streamline your proposal creation process with this Paperless Forms to Nusii Proposals workflow. Whenever a new entry is submitted through Paperless Forms, this automation will instantly generate a draft proposal in Nusii Proposals, saving you valuable time and increasing your team's efficiency. Focus on the content and let this integration handle the repetitive tasks, so you can close deals faster.
Effortlessly streamline your proposal creation process with this Paperless Forms to Nusii Proposals workflow. Whenever a new entry is submitted through Paperless Forms, this automation will instantly generate a draft proposal in Nusii Proposals, saving you valuable time and increasing your team's efficiency. Focus on the content and let this integration handle the repetitive tasks, so you can close deals faster.
- When this happens...New Entry (Rest)
Triggers when a new entry is submitted.
- automatically do this!Create Draft Proposal
Creates a new proposal.
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Form Name
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
