Nusii Proposals + Tally
Nusii Proposals + Tally
Create Nusii Proposals clients from new Tally submissions
Effortlessly streamline your client onboarding process with this Tally and Nusii Proposals workflow. When a new submission is made in Tally, a client will be created in Nusii Proposals, saving you time and ensuring consistency in your proposal management. Keep your focus on crafting proposals, while this easy automation handles your client data efficiently.
- When this happens...New SubmissionTriggers when a new form submission is received.
- automatically do this!Create ClientCreates a new client.
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More things you can do with Tally and Nusii Proposals
Discover other triggers and actions you can use with Tally and Nusii Proposals
- Select a formRequired
Try ItTriggerInstant- 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
- 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 - Proposal Sent
Triggers when a proposal is sent.
Try ItTriggerInstant
