Nusii Proposals + Productive.io

Update and draft new proposals in Nusii Proposals when deals are updated in Productive.io

Streamline your proposal creation process with this optimized workflow. When a deal update occurs in Productive.io, a draft proposal is immediately readied in the Nusii Proposals app. This smooth and seamless workflow ensures you never lose momentum in delivering your client proposals, keeping your business at the forefront of productivity and innovation.

When this happens...
Deal Update
Triggers when Deal is updated.
TriggerInstant
automatically do this!
Create Draft Proposal
Creates a new proposal.
ActionWrite

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Supported triggers and actions

What does this mean?

Booking Deleted
Triggers when Booking is deleted.
Trigger
Instant
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Budget Deleted
Triggers when Budget is deleted.
Trigger
Instant
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Deal Deleted
Triggers when Deal is deleted.
Trigger
Instant
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Expense Deleted
Triggers when Expense is deleted.
Trigger
Instant
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Invoice Update
Triggers when Invoice is updated.
Trigger
Instant
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New Budget
Triggers when new Budget is created.
Trigger
Instant
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New Deal
New deal created.
Trigger
Instant
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New Invoice
New invoice created.
Trigger
Instant
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New Task
New task created.
Trigger
Instant
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Task Deleted
Triggers when Task is deleted.
Trigger
Instant
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- PersonRequired
- TypeRequired
- Start DateRequired
- End DateRequired
- TimeRequired
- Note
Action
Write
- First NameRequired
- Last Name
- EmailRequired
- Job Title
- Company
Action
Write
- NameRequired
- CompanyRequired
- Project ManagerRequired
- WorkflowRequired
- AccessRequired
Action
Write
- NameRequired
- ProjectRequired
- Board
Action
Write
- EmailRequired
Action
Search
- NameRequired
- NameRequired
- Due Days
- Default Currency
- Description
Action
Search or write
- EmailRequired
- First NameRequired
- Last Name
- EmailRequired
- Job Title
- Company
Action
Search or write
Proposal Accepted
Triggers when a proposal is accepted.
Trigger
Instant
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Proposal Charged
Triggers when a proposal is charged.
Trigger
Instant
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Proposal Rejected
Triggers when a proposal is rejected.
Trigger
Instant
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- EmailRequired
- Role
- First NameRequired
- Surname
- Business Name
- Telephone
- Locale
- Currency
- Street Address
- Postcode
- City
- Country
- State
- Website
- PDF Page Size
- Notes
Action
Write

Booking Update
Triggers when Booking is updated.
Trigger
Instant
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Budget Update
Triggers when budget is updated.
Trigger
Instant
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Deal Update
Triggers when Deal is updated.
Trigger
Instant
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Expense Update
Triggers when Expense is updated.
Trigger
Instant
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New Booking
New booking created.
Trigger
Instant
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New Contact
New contact created.
Trigger
Instant
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New Expense
Triggers when Expense is updated.
Trigger
Instant
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New Project
New project created.
Trigger
Instant
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Project Update
Triggers when project is updated.
Trigger
Instant
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Task Update
Triggers when Task is updated.
Trigger
Instant
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- NameRequired
- Due Days
- Default Currency
- Description
Action
Write
- NameRequired
- CompanyRequired
- CurrencyRequired
- ResponsibleRequired
- ProbabilityRequired
- Deal StatusRequired
- Document Type
- Number
- Sales Status
- Deal Members
Action
Write
- TitleRequired
- ProjectRequired
- Task ListRequired
- Assignee
- Due Date
- Due Time
- Body
Action
Write
- Company NameRequired
Action
Search
- EmailRequired
Action
Search
- Company NameRequired
- NameRequired
- Due Days
- Default Currency
- Description
Action
Search or write
Client Created
Triggers when a client is created.
Trigger
Instant
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Proposal Viewed
Triggers when a client views a proposal. Be aware that this trigger only works for Active Proposals with status: pending.
Trigger
Instant
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Proposal Created
Triggers when a proposal is created.
Trigger
Instant
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Proposal Sent
Triggers when a proposal is sent.
Trigger
Instant
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- Title of ProposalRequired
- Client
- Client Email
- Document Section Title
- Prepared By
- Theme
- Template
Action
Write

About Nusii Proposals

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

Learn more

Related categories

Proposal & Invoice Management

About Productive.io

Productive is a project management tool that includes everything you need to run a profitable agency.

Learn more

Related categories

Project Management

PRODUCTS

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Nusii Proposals + Productive.io

Update and draft new proposals in Nusii Proposals when deals are updated in Productive.io

Booking Deleted

Budget Deleted

Deal Deleted

Expense Deleted

Invoice Update

New Budget

New Deal

New Invoice

New Task

Task Deleted

Create Booking

TypeRequired

Start DateRequired

End DateRequired

TimeRequired

Note

Create Contact

First NameRequired

Last Name

EmailRequired

Job Title

Company

Create Project

NameRequired

CompanyRequired

Project ManagerRequired

WorkflowRequired

AccessRequired

Create Task List

NameRequired

ProjectRequired

Board

Find Contact

EmailRequired

Find or Create Company

NameRequired

NameRequired

Due Days

Default Currency

Description

Find or Create Contact

EmailRequired

First NameRequired

Last Name

EmailRequired

Job Title

Company

Proposal Accepted

Proposal Charged

Proposal Rejected

Create Client

EmailRequired

Role

First NameRequired

Surname

Business Name

Telephone

Locale

Currency

Street Address

Postcode

City

Country

State

Website

PDF Page Size

Notes

Booking Update

Budget Update

Deal Update

Expense Update

New Booking

New Contact

New Expense

New Project