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.
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 Accepted
Triggers when a proposal is accepted.
- automatically do this!Create Customer
Creates a customer in a business that you choose.
- 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
