N
Nusii - Create PDF, Word, Excel Documents
Nusii connects with Documentero to turn proposal activity into ready-to-use documents. Whenever a proposal is sent, accepted, or updated in Nusii, Documentero can generate polished PDFs, Word files, or spreadsheets based on your templates. This makes it easy to keep contracts, reports, or client records up to date without extra manual work.
Nusii
Documentero
Triggers
Watch Proposal Rejected — Triggers when a proposal is rejected.
Watch Proposal Sent — Triggers when a proposal is sent.
Watch Client Created — Triggers when a client is created.
Watch Proposal Created — Triggers when a proposal is created.
Watch Proposal Updated — Triggers when a proposal is updated.
Watch Proposal Accepted — Triggers when a proposal is accepted.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Nusii using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Nusii using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF contracts when a Nusii proposal is accepted
Create onboarding documents from new Nusii client records
Export proposal summaries from Nusii into Word or PDF files
Generate internal reports when a Nusii proposal is rejected
Produce Excel sheets of proposal activity from Nusii updates
Automatically create signed agreement drafts after Nusii proposal acceptance
Generate client-ready project briefs when a Nusii proposal is sent
Create archive-ready Word documents for every Nusii proposal update
Export client details from Nusii into formatted PDF files
Generate performance reports based on accepted and rejected Nusii proposals
How you can use Nusii + Documentero
Generate contract after proposal acceptance
When a proposal is accepted in Nusii, Documentero can automatically create a contract in PDF or Word format using your chosen template.
Create client onboarding documents
As soon as a new client is created in Nusii, Documentero can generate a welcome pack or onboarding guide in PDF.
Produce rejection summary reports
If a proposal is rejected, Documentero can generate a report summarizing the proposal details and client feedback for internal review.
Save updated proposal records
Whenever a proposal is updated in Nusii, Documentero can create an updated record in .docx or .xlsx for your archives.
Generate proposal activity logs
Each time a proposal is sent, Documentero can produce a log document that tracks client interactions and proposal history.
Setup Guides
Zapier Tutorial: Integrate Nusii with Documentero
- Create a new Zap in Zapier.
- Add Nusii to the zap and choose one of the triggers (Watch Proposal Rejected, Watch Proposal Sent, Watch Client Created). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Zapier: Add Documentero as the next step and connect it using your API key.
- In your zap, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Nusii trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Nusii with Documentero
- Create a new scenario in Make.
- Add Nusii to the scenario and choose one of the triggers (Watch Proposal Rejected, Watch Proposal Sent, Watch Client Created). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Make: Add Documentero as the next step and connect it using your API key.
- In your scenario, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Nusii trigger.
- Run or schedule your scenario and verify the output.
n8n Tutorial: Integrate Nusii with Documentero
- Create a new workflow in n8n.
- Add Nusii to the workflow and choose one of the triggers (Watch Proposal Rejected, Watch Proposal Sent, Watch Client Created). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In n8n: Add Documentero as the next step and connect it using your API key.
- In your workflow, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Nusii trigger.
- Execute (or activate) your workflow and verify the output.
