Nusii Proposals + Tally
Create Nusii Proposals clients from new Tally submissions
Effortlessly streamline your client onboarding process with this Tally and Nusii Proposals workflow. When a new submission is made in Tally, a client will be created in Nusii Proposals, saving you time and ensuring consistency in your proposal management. Keep your focus on crafting proposals, while this easy automation handles your client data efficiently.
Effortlessly streamline your client onboarding process with this Tally and Nusii Proposals workflow. When a new submission is made in Tally, a client will be created in Nusii Proposals, saving you time and ensuring consistency in your proposal management. Keep your focus on crafting proposals, while this easy automation handles your client data efficiently.
- When this happens...New Submission
Triggers when a new form submission is received.
- automatically do this!Create Client
Creates a new client.
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Select a formRequired
Try ItProposal 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 It
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
