Nusii and Salesflare

How to connect Nusii

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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