Proposal & Invoice ManagementIn development

Nusii proposals

Proposal software that both you and your clients will love. Stop fighting with Word, InDesign and PDF's. Create beautiful proposals in less time, every time with Nusii.

In development

Cataloged and scoped, not yet available to run in production.

29
actions

Actions

Operations this integration can perform.

29

Archive Proposal

Tool to archive a specific proposal in Nusii. Use when you need to archive a proposal that is no longer active.

Create Client

Tool to create a new client in Nusii Proposals. Use when you need to add a client with their contact and business details. Returns the created client's information including unique identifier.

Create Line Item

Tool to create a line item within a proposal section. Use when you need to add a cost item to a specific section of a proposal.

Create Proposal

Tool to create a new proposal in Nusii. Use when you need to initialize a proposal with title, client information, and optional configuration settings.

Create Section

Tool to create a section for a proposal or template in Nusii Proposals. Use when you need to add a new section to a proposal or template.

Create Webhook Endpoint

Tool to create a webhook endpoint to subscribe to Nusii events. Use when you need to register a new webhook for receiving event notifications.

Delete a client

Tool to delete a specific client from Nusii account. Use when you need to permanently remove a client record.

Delete Line Item

Tool to delete a line item from Nusii. Use when you need to remove a specific line item by its ID.

Triggers

Events that start workflows from this integration.

4

Client Created

Triggers when a new client is created in Nusii.

Proposal Accepted

Triggers when a Nusii proposal is accepted by a client.

Proposal Created

Triggers when a new Nusii proposal is created.

Proposal Viewed

Triggers when a Nusii proposal is viewed by a client.

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