HubSpot integration with Nusii Proposals
How to Create Nusii Proposals clients for new HubSpot contacts
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create Nusii Proposals clients for new HubSpot contacts" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Nusii Proposals integrations
Nusii Proposals actions
Nekton can use any feature that is available in Nusii Proposals API.
Using our advanced AI, you can easily create custom automations for Nusii Proposals.
Here are some typical actions you can do in your automated workflows.
Create Draft Proposal
Creates a new proposal.
Create Client
Creates a new client.
Client Created
Triggers when a client is created.
Proposal Viewed
Triggers when a client views a proposal. Be aware that this trigger only works for Active Proposals with status: pending.
Proposal Created
Triggers when a proposal is created.
Proposal Sent
Triggers when a proposal is sent.
About Nusii Proposals
Nusii is an online proposal tool that helps you create, track and manage proposals for your creative business.