Nusii Proposals + Salesflare
Create new Salesflare accounts from new clients in Nusii Proposals
Streamline your workflow between Nusii Proposals and Salesflare with this automation. With this set-up, every time a new client is added in Nusii Proposals, an account is instantly created for them in Salesflare. This not only saves time but also ensures data consistency across both platforms. Perfect for businesses looking to accelerate their client onboarding process and maintain seamless data management.
Streamline your workflow between Nusii Proposals and Salesflare with this automation. With this set-up, every time a new client is added in Nusii Proposals, an account is instantly created for them in Salesflare. This not only saves time but also ensures data consistency across both platforms. Perfect for businesses looking to accelerate their client onboarding process and maintain seamless data management.
- When this happens...Client Created
Triggers when a client is created.
- automatically do this!Create Account
Creates a new account.
- Free forever for core features
- 14 day trial for premium features & apps
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
