Nusii Proposals + Squarespace Forms
Nusii Proposals + Squarespace Forms
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.
- When this happens...New Form SubmissionTriggers when form submission is submitted.
- automatically do this!Create ClientCreates a new client.
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More things you can do with Squarespace Forms and Nusii Proposals
Discover other triggers and actions you can use with Squarespace Forms and Nusii Proposals
- FormRequired
Try ItTriggerInstant- Client Created
Triggers when a client is created.
Try ItTriggerInstant - Proposal Viewed
Triggers when a client views a proposal. Be aware that this trigger only works for Active Proposals with status: pending.
Try ItTriggerInstant - Proposal Created
Triggers when a proposal is created.
Try ItTriggerInstant
- Api_docs_info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionWrite- Proposal Accepted
Triggers when a proposal is accepted.
Try ItTriggerInstant - Proposal Charged
Triggers when a proposal is charged.
Try ItTriggerInstant - Proposal Rejected
Triggers when a proposal is rejected.
Try ItTriggerInstant
