Salesflare + Nusii Proposals Integrations
How to connect Salesflare + Nusii Proposals
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New AccountTriggers when a new account has been added.Trigger- New ContactTriggers when a new contact is added.Trigger
- New OpportunityTriggers when a new opportunity has arrived.Trigger
- New TaskTriggers when a new task is added.Trigger
- New Workflow EventTriggers when an event happens to your workflow.Trigger
- New Workflow Step EventTriggers when an event happens to your workflow step.Trigger
- Add Contact to AccountAdd a contact to an account.Action
- Add User to AccountAdd a user to an account.Action
- Salesflare
Creates a new account.
Scheduled
Action
- Salesflare
Creates a new call.
Scheduled
Action
- Salesflare
Creates a new contact.
Scheduled
Action
- Salesflare
Creates a new meeting.
Scheduled
Action
- Salesflare
Creates a new internal note.
Scheduled
Action
- Salesflare
Creates a new opportunity.
Scheduled
Action
- Salesflare
Creates a new task.
Scheduled
Action
- Salesflare
Remove a contact from a certain workflow
Scheduled
Action
- Salesflare
Update an existing account.
Scheduled
Action
- Salesflare
Updates an existing contact.
Scheduled
Action
- Salesflare
Update an existing opportunity.
Scheduled
Action
- Salesflare
Find an account.
Scheduled
Action
- Salesflare
Find a contact.
Scheduled
Action
- Salesflare
Find an opportunity.
Scheduled
Action
- Salesflare
Find a person.
Scheduled
Action
- Salesflare
Find a pipeline stage.
Scheduled
Action
- Salesflare
Find a user.
Scheduled
Action
- Salesflare
Finds a Workflow
Scheduled
Action
- Salesflare
Find or Create Account
Scheduled
Action
- Salesflare
Find or Create Contact
Scheduled
Action
- Nusii Proposals
Triggers when a client is created.
Instant
Trigger
- Nusii Proposals
Triggers when a proposal is accepted.
Instant
Trigger
- Nusii Proposals
Triggers when a client views a proposal. Be aware that this trigger only works for Active Proposals with status: pending.
Instant
Trigger
- Nusii Proposals
Triggers when a proposal is charged.
Instant
Trigger
- Nusii Proposals
Triggers when a proposal is created.
Instant
Trigger
- Nusii Proposals
Triggers when a proposal is rejected.
Instant
Trigger
- Nusii Proposals
Triggers when a proposal is sent.
Instant
Trigger
- Nusii Proposals
Creates a new client.
Scheduled
Action
- Nusii Proposals
Creates a new proposal.
Scheduled
Action
How Salesflare + Nusii Proposals Integrations Work
- Step 1: Authenticate Salesflare and Nusii Proposals.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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