Nusii Proposals and Salesflare
Proposal Software for Creative Agencies
How to connect Nusii Proposals
- Via Zapier — 9 operations available. Set it up ↗
What you can automate
- When client Created in Nusii Proposals, find or create account, then find or create contact, then add contact to account in Salesflare.
- When proposal Created in Nusii Proposals, create opportunity in Salesflare.
- When new Opportunity in Salesflare, create Draft Proposal in Nusii Proposals.
About Nusii Proposals
Proposal software for creative agencies and online businesses. Stop fighting with Word, Google Docs, and unruly PDF’s. Nusii is the fastest way to close your next deal. With professional proposal templates, notification system, proposal tracking, and online signing, we know we can help your business grow.
Nusii Proposals operations on Zapier
Triggers (7)
Start a workflow when this happens
- Client Created — Triggers when a client is created.
- Proposal Accepted — Triggers when a proposal is accepted.
- Proposal Charged — Triggers when a proposal is charged.
- Proposal Created — Triggers when a proposal is created.
- Proposal Rejected — Triggers when a proposal is rejected.
Show 2 more triggers
- Proposal Sent — Triggers when a proposal is sent.
- Proposal Viewed — Triggers when a client views a proposal. Be aware that this trigger only works for Active Proposals with status: pending.
Actions (2)
Things Salesflare can make it do
- Create Client — Creates a new client.
- Create Draft Proposal — Creates a new proposal.
Screenshots
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