Nusii Proposals + Productive.io

Nusii Proposals + Productive.io integrations

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 UpdateTriggers when Deal is updated.
TriggerInstant
automatically do this!
Create Draft ProposalCreates a new proposal.
ActionWrite

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More things you can do with Productive.io and Nusii Proposals

Discover other triggers and actions you can use with Productive.io and Nusii Proposals

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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Contact Update
Triggers when Contact 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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- Name
  Required
- Due Days
- Default Currency
- Description
Action
Write
- Name
  Required
- Company
  Required
- Currency
  Required
- Responsible
  Required
- Probability
  Required
- Contact
- Document Type
- Deal Status
  Required
- Sales Status
- Number
- Deal Members
Action
Write
- Title
  Required
- Project
  Required
- Task List
  Required
- Assignee
- Due Date
- Due Time
- Body
- Tags
Action
Write
- Company Name
  Required
Action
Search
- Email
  Required
Action
Search
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 Proposal
  Required
- Client
- Client Email
- Document Section Title
- Prepared By
- Theme
- Template
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 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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- Person
  Required
- Type
  Required
- Start Date
  Required
- End Date
  Required
- Time
  Required
- Note
Action
Write
- First Name
  Required
- Last Name
- Email
  Required
- Job Title
- Company
Action
Write
- Name
  Required
- Company
  Required
- Project Manager
  Required
- Workflow
  Required
- Access
  Required
Action
Write
- Name
  Required
- Project
  Required
- Board
Action
Write
- Email
  Required
Action
Search
- Company Name
  Required
- Name
  Required
- Due Days
- Default Currency
- Description
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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- Email
  Required
- Role
- First Name
  Required
- Surname
- Business Name
- Telephone
- Locale
- Currency
- Street Address
- Postcode
- City
- Country
- State
- Website
- PDF Page Size
- Notes
Action
Write

About Nusii Proposals

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

HelpHelp

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 moreLearn moreHelpHelp

Related categories

Project Management