Create new clients in Nusii Proposals from new form submissions in Squarespace Forms
Streamline your client onboarding process with this workflow that springs into action with every new Squarespace form submission. As soon as a potential client fills out your form, their information gets instantly turned into a new client profile within the Nusii Proposals app. This automation helps in saving time, eliminating manual data entry, and ensuring your proposal tools always have the latest client details at hand.
Streamline your client onboarding process with this workflow that springs into action with every new Squarespace form submission. As soon as a potential client fills out your form, their information gets instantly turned into a new client profile within the Nusii Proposals app. This automation helps in saving time, eliminating manual data entry, and ensuring your proposal tools always have the latest client details at hand.
- When this happens...New Form Submission
Triggers when form submission is submitted.
- automatically do this!Create Client
Creates a new client.
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