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Nusii Proposals Zapier integrationAutomate Nusii Proposals with Zapier.

The Nusii Proposals Zapier integration gives you 7 triggers and 2 actions, with no search step. Every trigger is instant, so a proposal your client accepts can start a Zap the moment it happens, even on the free plan you start with.

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Overview

What the Nusii Proposals Zapier integration does for you

It links your Nusii account to the rest of your tools through Zapier. A trigger (the Nusii event that starts the automation) watches your clients and proposals. An action (the step that writes something for you) creates a client or a draft proposal. All seven triggers are instant, so nothing waits for a timer.

A follow-up list that fills itself. Proposal Sent and Proposal Viewed tell your sales tool who has the document and who has actually opened it, so the reminder goes to the right person at the right moment.

A clean handover after the signature. Proposal Accepted and Proposal Charged pass the won deal to project setup or bookkeeping as soon as it closes, and nobody copies names from one screen to another.

Drafts that start themselves. Create Client and Create Draft Proposal let a form or a CRM open the Nusii file for you, so the proposal is already waiting when you sit down to write it.

What Zapier does not do here: it cannot look up a client or a proposal, update one, send one or delete one. A draft stays a draft, unsent, until someone finishes it in Nusii. If you are weighing other tools for this job, n8n vs Zapier and Make vs Zapier set Zapier side by side with each of them, so you can judge on your own criteria.

Vocabulary

Zapier vocabulary in one minute

Eight words come back on every line of this page. Here they are in plain English.

Zap
The automation you build in Zapier: one trigger, then one or more actions that run each time that trigger event occurs.
Trigger
The event in Nusii that starts the Zap, such as a proposal being accepted. Once the Zap is on, Zapier waits for it.
Action
What the Zap does after it starts: the step that writes, sends or moves something for you, like creating a client.
Task
The unit Zapier bills. One task equals one action your Zap completes successfully; your plan counts those and nothing else.
Polling vs instant
Polling: Zapier checks the app on a timer. Instant: the app calls Zapier as soon as the event happens. Every Nusii trigger is instant.
Filter
A step that lets the Zap carry on only when the incoming data meets the condition you set, and stops it the rest of the time.
Search step
A step that looks up something already stored in an app so later steps can use it. Nusii offers no search step on Zapier.
Connection
Your Nusii account, linked to Zapier one time and then reused by every step, in every Zap, that reads or writes Nusii data.
Cost

What a Nusii Zap really costs

Zapier bills tasks, and only actions produce them. With Nusii, the math stays short.

  • Trigger0 tasks
  • Successful action1 task
  • Failed action0 tasks
  • Free plan100 tasks a month, two-step Zaps
  • Premium appNo

The trigger never costs a task, however many proposals move. Each action that succeeds counts once; one that fails counts nothing. The free plan gives 100 tasks a month and Zaps of two steps only: one trigger, one action. Add a filter or a second action and the Zap becomes multi-step, which needs a paid plan. Nusii is not a premium app, so it runs on the free plan. The interval grid below is for polling triggers: every Nusii trigger skips it.

Connect

Connect your Nusii account in three steps

  1. 01

    Open the Apps page

    In your Zapier account, go to Apps and click + Add connection. A dialog opens with a search box. Before you start, check that you can sign in to Nusii and that you can reach the clients and proposals you want the Zap to touch.

  2. 02

    Pick Nusii Proposals

    Type Nusii Proposals in the search box, select it in the list, then click Add connection. Zapier opens a new tab where Nusii asks you to sign in with your usual account.

  3. 03

    Sign in and grant access

    Log in to Nusii in that tab and allow Zapier to reach the account. The connection then appears on your Apps page, and every Zap that uses Nusii reuses it, so you do this once per account.

First Zap

Your first Zap: a draft proposal for each new client

GoalOpen a draft proposal in Nusii for every new client that passes your filter.

  1. 01

    Create the Zap and pick the trigger

    Start a new Zap, choose Nusii Proposals as the app and Client Created as the event, then select the connection you added. The trigger is instant, so the editor shows a lightning bolt on it.

  2. 02

    Test the trigger

    Run the test. Zapier brings back the three most recent clients of your account. Pick a real one: its fields are what you will map in the next steps.

  3. 03

    Add the filter

    Click the plus icon, choose Filter, then set the field, the rule and the value. Use a text rule on text fields, or it never passes. A filter makes this a multi-step Zap, so it needs a paid plan.

  4. 04

    Add the action

    Add Nusii Proposals again with Create Draft Proposal. Fill in the required title: type one, or map a value from the trigger so each draft carries its client's name.

  5. 05

    Test, then publish

    Test the action and read what Zapier returns before going further. Then click Publish. From that moment each new client goes through the Zap; the clients created before stay as they are.

Triggers

Nusii triggers: seven instant events

7 events start a Zap when something happens in Nusii Proposals, and 7 of them are instant: the app calls Zapier straight away, whatever your plan.

1

Client Created

Instant trigger

In Zapier“Triggers when a client is created.”

Starts the Zap each time a client is added to your Nusii account, so the rest of your stack learns about the contact as soon as it exists.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
copy every new Nusii client into your CRM or your mailing list, so contact records never drift apart between tools.
Watch out
a Zap started here that also runs Create Client sets itself off again on every run and eats your monthly tasks.
2

Proposal Accepted

Instant trigger

In Zapier“Triggers when a proposal is accepted.”

Your client clicks to accept, and this trigger hands the won proposal to the rest of your tools without anyone opening Nusii.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
open the project in your task manager, or mark the deal as won in the CRM, straight from the signature.
Watch out
only acceptances that happen after you publish come through; proposals already accepted before that stay out of the Zap.
3

Proposal Viewed

Instant trigger

In Zapier“Triggers when a client views a proposal. Be aware that this trigger only works for Active Proposals with status: pending.”

Tells you that a client has opened a proposal you sent, which is often the best moment to pick up the phone.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
create a call reminder for the account owner while the proposal is still fresh in the client's mind.
Watch out
Nusii only reports views on active proposals still in pending status, so a client reopening an accepted one triggers nothing.
4

Proposal Charged

Instant trigger

In Zapier“Triggers when a proposal is charged.”

Reacts when a proposal is charged, so the money side of a deal can move on without someone checking Nusii by hand.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
log the charge in your bookkeeping sheet, or tell the finance person that a deal has been paid for.
Watch out
each action after it costs one task, so a follow-up with three actions costs three tasks per charge.
5

Proposal Created

Instant trigger

In Zapier“Triggers when a proposal is created.”

Catches every proposal the moment it is created in Nusii, while it is still being written and before anything goes to the client.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
add a row to a pipeline sheet so the sales manager sees every proposal being prepared that week.
Watch out
drafts made by Create Draft Proposal set this trigger off too, so never write a new proposal back from a Zap started here.
6

Proposal Rejected

Instant trigger

In Zapier“Triggers when a proposal is rejected.”

Reports a proposal your client has declined, so a lost deal gets recorded instead of quietly forgotten in the inbox.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
mark the opportunity as lost in your CRM and ask the salesperson for the reason while it is fresh.
Watch out
the free plan stops at one action, so logging the loss and alerting the team in the same Zap needs a paid plan.
7

Proposal Sent

Instant trigger

In Zapier“Triggers when a proposal is sent.”

Kicks off as soon as a proposal is sent to the client, which marks the real start of your follow-up.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
start a follow-up sequence in your email tool, or post the sent proposal in the sales channel so nobody duplicates the work.
Watch out
sending a large batch at once can hand Zapier a burst of events that its flood protection may hold back.
Actions

Nusii actions: create clients and draft proposals

Nusii Proposals gives you 2 actions. For each one: what it does for you, when to reach for it, and what to watch out for.

1

Create Client

Action

In Zapier“Creates a new client.”

Turns data another app collected into a Nusii client. The contact is then ready before anyone starts writing the proposal.

When to use it
a lead fills in your website form, and the Zap opens their Nusii client file right away.
Watch out
the email and the first name are required, and a form that leaves either empty makes the action fail.
2

Create Draft Proposal

Action

In Zapier“Creates a new proposal.”

Opens a new proposal in Nusii as a draft, under the title you type or map from an earlier step.

When to use it
a deal reaches the proposal stage in your CRM, and the draft is waiting in Nusii when the salesperson logs in.
Watch out
the title is required and sits on the cover of the proposal, so map something your client will be glad to read.
When it breaks

When a Nusii Zap breaks

Zapier attaches no help article to Nusii, so the traps below are the general ones, applied to the way people use Nusii.

Most failures come from timing and loops, not from the connection itself. If a Zap stops without a clear reason, the Zapier troubleshooting page is the next place to look.

  • No backlog when you publish

    A Zap only reacts to what happens after you switch it on. Clients and proposals that already existed stay where they are; moving them is a separate job.

  • The Client Created loop

    If a Zap started by a new Nusii client also creates a Nusii client, each run sets it off again and burns through your monthly tasks fast.

  • Bulk imports and flood protection

    Importing many clients at once can hand Zapier a huge batch in one go, and its flood protection may then hold those events back.

  • Proposal Viewed stays silent

    Views only start the Zap on active proposals still pending. A client reopening an accepted or rejected proposal starts nothing at all.
Need help

Need help automating Nusii Proposals with Zapier?

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FAQ

Nusii Proposals and Zapier: common questions

01Is the Nusii Proposals Zapier integration free?
Yes, it works on the free plan, because Nusii is not a premium app. That plan gives 100 tasks a month and Zaps of two steps: one trigger, one action. Since every Nusii trigger is instant, the free plan does not slow it down either. The limit shows up when you want more: a second action, a filter or a search step makes the Zap multi-step, and multi-step Zaps need a paid plan. You also need a Nusii account of your own to connect.
02How many tasks does a Nusii Zap use?
One per action that succeeds, and nothing for the trigger. A Zap that opens a draft proposal for each new client costs one task per client. A Zap with three actions costs three tasks per run. An action that fails is not counted, and Zapier listening for Nusii events costs nothing at all. The real risk is a loop: a Zap that creates Nusii clients from a Client Created trigger keeps restarting itself and drains the monthly count quickly.
03Do Nusii triggers run in real time?
Yes. All seven Nusii triggers are instant: Nusii tells Zapier the moment a client is created or a proposal is created, sent, viewed, accepted, rejected or charged. The Zap starts straight away, whatever your plan, so the polling grid, with its 15 minutes on the free plan, does not apply. In the editor, these Zaps show a lightning bolt. This comes from the app itself, not from a setting, so there is nothing to switch on.
04What does it take to connect Nusii to Zapier?
A Nusii account you can sign in to, plus access to the clients and proposals the Zap will touch. From the Apps page in Zapier, click + Add connection, search for Nusii Proposals, confirm with Add connection, then sign in to Nusii in the tab that opens and grant access. The connection is saved once and reused by every Zap. For the actions, plan the required fields: an email and a first name for Create Client, a title for Create Draft Proposal.
05Why does Proposal Viewed not fire for some proposals?
Because Nusii only reports views on active proposals that are still pending. Once a proposal has been accepted or rejected, a client opening it again starts nothing. The trigger also ignores views from before the Zap was published, since a Zap never catches up on the past. To follow views, publish the Zap before sending the proposal, then rely on Proposal Accepted or Proposal Rejected to track what happens next.
06What if the Nusii operation you need does not exist?
Then Zapier cannot do it with Nusii today. The integration creates clients and draft proposals and listens to seven events, but it has no step to search, update, send or delete a proposal. Those changes stay manual in Nusii. A practical workaround is to let a trigger do the alerting, for example a reminder when a proposal is viewed, and have someone act in Nusii from there. Another option is to check whether a different automation tool reaches that operation.
07Zapier, Make or n8n for Nusii Proposals?
It depends on your criteria, not on a winner. Zapier gives the quickest start here: seven instant triggers, two actions, and a free plan that covers a two-step Zap. If your workflow needs many steps per run, task billing becomes the deciding factor, and that is where pricing models and hosting are worth comparing. If you need an operation Zapier does not offer for Nusii, check what each tool exposes for this app before choosing.
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