Create new Toggl Track clients from accepted Nusii Proposals
Streamline your workflow with this powerful integration. When a proposal is accepted in Nusii Proposals, a new client will be instantly created in Toggl Track. This smooth transition not only saves you time but also ensures you keep all your client information organized and aligned between your proposal and time tracking systems. Enhance your productivity and stay on top of your projects effortlessly with this seamless automation.
Streamline your workflow with this powerful integration. When a proposal is accepted in Nusii Proposals, a new client will be instantly created in Toggl Track. This smooth transition not only saves you time but also ensures you keep all your client information organized and aligned between your proposal and time tracking systems. Enhance your productivity and stay on top of your projects effortlessly with this seamless automation.
- When this happens...Proposal Accepted
Triggers when a proposal is accepted.
- automatically do this!Create Client
Creates a new client with provided name.
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Client Created
Triggers when a client is created.
Try ItProposal Viewed
Triggers when a client views a proposal. Be aware that this trigger only works for Active Proposals with status: pending.
Try ItProposal Created
Triggers when a proposal is created.
Try ItProposal Sent
Triggers when a proposal is sent.
Try It
Proposal Accepted
Triggers when a proposal is accepted.
Try ItProposal Charged
Triggers when a proposal is charged.
Try ItProposal Rejected
Triggers when a proposal is rejected.
Try ItEmailRequired
Role
First NameRequired
Surname
Business Name
Telephone
Locale
Currency
Street Address
Postcode
City
Country
State
Website
PDF Page Size
Notes