Nusii Proposals + VBOUT
Add new contacts to VBOUT list when proposals are accepted in Nusii Proposals
Streamline your client management process with the interplay between Nusii Proposals and VBOUT. The moment an agreement is approved in Nusii Proposals, the related contact gets promptly added to a list in VBOUT. This seamless workflow reduces your manual workload, effortlessly maintaining your connection with your clients.
Streamline your client management process with the interplay between Nusii Proposals and VBOUT. The moment an agreement is approved in Nusii Proposals, the related contact gets promptly added to a list in VBOUT. This seamless workflow reduces your manual workload, effortlessly maintaining your connection with your clients.
- When this happens...Proposal Accepted
Triggers when a proposal is accepted.
- automatically do this!Add Contact to List
Adds a contact to a specific email list.
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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
