Nusii + Upnify Integration

Connect Nusii to Upnify in 1 click

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1.
  • Nusii
    Proposal is accepted in Nusii Instant
  • Nusii
    Proposal is sent in Nusii Instant
  • Nusii
    Proposal is rejected in Nusii Instant
  • Nusii
    Proposal is created in Nusii Instant
  • Nusii
    Proposal is updated in Nusii Instant
  • Nusii
    Proposal activity is created in Nusii
  • Nusii
    Client has seen the proposal in Nusii Instant
  • Nusii
    Client is created in Nusii Instant
  • Nusii
    Client is updated in Nusii Instant
  • Upnify
    Sale is created in Upnify Instant
  • Upnify
    Opportunity is created in Upnify Instant
  • Upnify
    Prospect is created in Upnify Instant
  • Upnify
    Client is created in Upnify Instant
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2.

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Ready Workflows Ready Workflows   for Nusii + Upnify Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
Upnify + Nusii Integration

Create Nusii client for new Upnify client

Upnify is a great CRM tool for managing customer data, but it can be time-consuming to create a new client record in Nusii every time you add a new client.

But don't worry anymore. With this Nusii Salesforce integration, you can connect your client and client records, so that when a new client is created in Upnify, you'll automatically receive a corresponding client record in Nusii.
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Upnify + Nusii Integration

Create Nusii proposal for new Upnify opportunity

Are you a Upnify user who also uses Nusii for proposal writing? If so, we have some great news for you! This integration will allow you to create proposal in Nusii directly from opportunity in Upnify.

This means that you can save time by automatically creating proposal based on the information contained in your opportunity. Plus, it's easy to get started - simply click activate and connect your Upnify and Nusii accounts.
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Upnify + Nusii Integration

Create Nusii proposal for new Upnify client

As a sales representative, you know that creating a proposal is an important step in sealing the deal. But what if you could create that proposal right within Upnify? With this integration, you can!

When you create a client in Upnify, Nusii will automatically create a proposal for you. This makes it easy to get started and keep your proposal organized.

Ready to try it out? Get started today!
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Automations

Top 10 Most Popular Nusii Automations from
Integrately Community

Just click on the workflow you want to automate

CompanyHub logo
Nusii logo
Create Nusii proposal for new CompanyHub deal
Activate
Salesflare logo
Nusii logo
Create Nusii proposal for new Salesflare opportunity
Activate
CompanyHub logo
Nusii logo
Create Nusii client for new CompanyHub contact
Activate
CompanyHub logo
Nusii logo
Create Nusii proposal for new CompanyHub task
Activate
Salesflare logo
Nusii logo
Create Nusii client for new Salesflare person
Activate
CompanyHub logo
Nusii logo
Create Nusii proposal for new CompanyHub deal
Activate
Salesflare logo
Nusii logo
Create Nusii proposal for new Salesflare opportunity
Activate
CompanyHub logo
Nusii logo
Create Nusii client for new CompanyHub contact
Activate
CompanyHub logo
Nusii logo
Create Nusii proposal for new CompanyHub task
Activate
Salesflare logo
Nusii logo
Create Nusii client for new Salesflare person
Activate
CompanyHub logo
Nusii logo
Create Nusii proposal for new CompanyHub company
Activate
Flowlu logo
Nusii logo
Create Nusii proposal for new Flowlu opportunity
Activate
Flowlu logo
Nusii logo
Create Nusii proposal for new Flowlu task
Activate
Bigin by Zoho CRM logo
Nusii logo
Create Nusii client for new Bigin by Zoho CRM contact
Activate
CompanyHub logo
Nusii logo
Create Nusii proposal for new CompanyHub contact
CompanyHub logo
Nusii logo
Create Nusii proposal for new CompanyHub company
Activate
Flowlu logo
Nusii logo
Create Nusii proposal for new Flowlu opportunity
Activate
Flowlu logo
Nusii logo
Create Nusii proposal for new Flowlu task
Activate
Bigin by Zoho CRM logo
Nusii logo
Create Nusii client for new Bigin by Zoho CRM contact
Activate
CompanyHub logo
Nusii logo
Create Nusii proposal for new CompanyHub contact

Top 10 Most Popular Upnify Automations from
Integrately Community

Most popularmost-popular-automations
01
Upnify logo
Google Sheets logo
Create Google Sheets row for new Upnify client
02
Upnify logo
Google Sheets logo
Create Google Sheets row for new Upnify opportunity
03
Google Sheets logo
Upnify logo
Create Upnify client for new Google Sheets row
04
Upnify logo
HubSpot logo
Create HubSpot contact for new Upnify client
05
Upnify logo
HubSpot logo
Create HubSpot deal from new Upnify client
cloud
Upnify
app integration
06
Upnify logo
Emailidea logo
Create Emailidea contact for new Upnify client
07
Upnify logo
X-Cart (5.5.1) logo
Create X-Cart (5.5.1) customer for new Upnify client
08
X-Cart (5.5.1) logo
Upnify logo
Create Upnify client from new X-Cart (5.5.1) customer
09
X-Cart (5.5.1) logo
Upnify logo
Create Upnify client from new X-Cart (5.5.1) order
10
Upnify logo
GoHighLevel logo
Create GoHighLevel contact for new Upnify client
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How Integrately Works?

1
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2
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3
Automation is ready
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Want to automate something else in your workflow?

You Can Also Connect Nusii or Upnify With 1400+ Other Apps

Nusii
Nusii
With Nusii, you can create a proposal in minutes with our easy-to-use drag-and-drop interface. It's perfect for freelancers, agencies, consultants and small businesses.
Upnify
Upnify
Upnify empowers your sales team with advanced CRM tools, helping you manage leads, automate tasks, and boost conversions. Enhance your sales strategy with Upnify's comprehensive solution.