Nusii Proposals + Wave
Nusii Proposals + Wave
Create new Wave customers when Nusii Proposals are accepted
Streamline your workflow with this efficient setup. When a proposal is accepted in Nusii Proposals, a new customer is instantly created in Wave. This means you're always on top of your customer management, saving you precious time and reducing the chance of errors. Ideal for professionals who need to balance proposal acceptances and customer creation with ease.
- When this happens...Proposal AcceptedTriggers when a proposal is accepted.
- automatically do this!Create CustomerCreates a customer in a business that you choose.
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More things you can do with Nusii Proposals and Wave
Discover other triggers and actions you can use with Nusii Proposals and Wave
- 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
- 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 - EmailRequired
- Role
- First NameRequired
- Surname
- Business Name
- Telephone
- Locale
- Currency
- Street Address
- Postcode
- City
- Country
- State
- Website
- PDF Page Size
- Notes
ActionWrite
