Nusii and Salesflare
How to connect Nusii
- Via Make — 18 modules available. Set it up ↗
What you can automate
- When new Client Created in Nusii, create an account, then create a contact, then add a contact to an account in Salesflare.
- When new Proposal Accepted in Nusii, create an opportunity in Salesflare.
- When new Proposal Created in Nusii, create an opportunity in Salesflare.
- When new Proposal Sent in Nusii, create an opportunity in Salesflare.
- When new Proposal Updated in Nusii, create an opportunity in Salesflare.
- When new Opportunities in Salesflare, create a Proposal in Nusii.
Nusii operations on Make
Triggers (6)
Start a workflow when this happens
- Watch Client Created — Triggers when a client is created.
- Watch Proposal Accepted — Triggers when a proposal is accepted.
- Watch Proposal Created — Triggers when a proposal is created.
- Watch Proposal Rejected — Triggers when a proposal is rejected.
- Watch Proposal Sent — Triggers when a proposal is sent.
Show 1 more triggers
- Watch Proposal Updated — Triggers when a proposal is updated.
Actions (10)
Things Salesflare can make it do
- Create a Client — Creates a client.
- Create a Proposal — Creates a proposal.
- Delete a Client — Deletes a client.
- Delete a Proposal — Deletes a proposal.
- Get a Client — Gets a client.
Show 5 more actions
- Get a Proposal — Gets a proposal.
- Make an API Call — Performs an arbitrary authorized API call.
- Send a Proposal — Sends a proposal.
- Update a Client — Updates a client.
- Update a Proposal — Updates a proposal.
Searches (2)
Look up existing records
- List Clients — Gets all clients.
- List Proposals — Gets all proposals.
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