Nusii proposals

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.

Proposal & Invoice Management Web del proveedor

Acciones

Triggers

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Información técnica: el detalle de parámetros, schemas y triggers de esta página está pensado para equipos de integración. Si solo necesitas saber si tu herramienta favorita está disponible, basta con ver la lista de acciones.

Acciones disponibles (29)

Cada acción es una operación que el agente puede ejecutar contra este conector. Haz clic en una acción para ver sus parámetros.

Archive ProposalNUSII_PROPOSALS_ARCHIVE_PROPOSALAcción

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 Use when you need to archive a proposal that is no longer active.

Parámetros de entrada

idstringObligatorio
The unique identifier of the proposal to archive.

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

Create ClientNUSII_PROPOSALS_CREATE_CLIENTAcción

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.

Parámetros de entrada

webstring
Client's website
citystring
Client's city
namestringObligatorio
Client's first name (required)
emailstringObligatorioemail
Client's email address (required)
statestring
Client's state name
localestring
Client's language preference for proposals
addressstring
Client's street address
countrystring
Client's country name
surnamestring
Client's last name
businessstring
Client's company name
currencystring
Client's currency (defaults to account's default or USD)
postcodestring
Client's postal code
telephonestring
Client's phone number
pdf_page_sizestring
PDF page size preference (default: A4)

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

Create Line ItemNUSII_PROPOSALS_CREATE_LINE_ITEMAcción

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.

Parámetros de entrada

namestring
Descriptive name/body of the line item.
amountinteger
Cost amount in cents (e.g., 10000 for $100.00).
per_typestring
For per-type costs - 'year', 'month', 'week', 'day', 'hour', 'item', or 'unit'. Only applicable when cost_type is 'per'.
positioninteger
Order position of the line item within the section.
quantityinteger
Multiplier for per-type costs (total = quantity × amount). Only applicable when cost_type is 'per'.
cost_typestring
Type of cost - 'fixed', 'recurring', or 'per'. Default is 'fixed'.
section_idintegerObligatorio
The ID of the section to create the line item in.
recurring_typestring
For recurring costs - 'yearly', 'semiannually', 'trimester', 'monthly', 'weekly', 'daily', or 'hourly'. Only applicable when cost_type is 'recurring'.

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

Create ProposalNUSII_PROPOSALS_CREATE_PROPOSALAcción

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

Parámetros de entrada

themestring
Proposal visual theme. Defaults to 'clean' if not specified.
titlestring
The proposal's title.
reportboolean
Converts the proposal to report format. Defaults to false.
client_idinteger
Associated client identifier. If provided, client_email is ignored.
expires_atstring
Proposal expiration date in ISO 8601 format (e.g., '2024-12-31T23:59:59Z').
template_idinteger
Copies sections from the specified template into the new proposal.
client_emailstring
Client email address. Creates a new client if none exists. Ignored when client_id is provided.
display_datestring
Date displayed on the proposal in ISO 8601 format. Defaults to send date if not specified.
exclude_totalboolean
Removes the total from the proposal. Defaults to false.
prepared_by_idinteger
User ID of the person who prepared the proposal.
exclude_total_in_pdfboolean
Removes the total from the PDF version of the proposal. Defaults to false.
document_section_titlestring
Documents section heading. Defaults to 'Documents' if not specified.

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

Create SectionNUSII_PROPOSALS_CREATE_SECTIONAcción

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.

Parámetros de entrada

bodystring
Section content
namestring
Internal section identifier
titlestring
Section heading
optionalboolean
Client can choose the price package when true (default: false)
positioninteger
Display order in proposal/template
reusableboolean
Reusable sections can be reused to any template/proposal (default: false)
page_breakboolean
PDF page break indicator (default: false)
proposal_idinteger
The proposal identifier. Either proposal_id or template_id should be provided.
template_idinteger
The template identifier. Either proposal_id or template_id should be provided.
section_typestring
Either 'text' or 'cost'; defaults to 'text'
include_totalboolean
Display subtotal within section (default: false)

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

Create Webhook EndpointNUSII_PROPOSALS_CREATE_WEBHOOK_ENDPOINTAcción

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

Parámetros de entrada

eventsstring[]Obligatorio
Array of event names to subscribe to (e.g., ["proposal_created", "client_created"]).
target_urlstringObligatorio
Destination URL of the webhook request. This is where webhook events will be sent.

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

Delete a clientNUSII_PROPOSALS_DELETE_CLIENTAcción

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

Parámetros de entrada

idstringObligatorio
The unique identifier of the client to delete

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

Delete Line ItemNUSII_PROPOSALS_DELETE_LINE_ITEMAcción

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

Parámetros de entrada

idstringObligatorio
The unique identifier of the line item to delete

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

Delete a proposalNUSII_PROPOSALS_DELETE_PROPOSALAcción

Tool to delete a proposal from the system. Use when you need to permanently remove a proposal by its ID.

Parámetros de entrada

idstringObligatorio
The unique identifier of the proposal to delete

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

Delete a sectionNUSII_PROPOSALS_DELETE_SECTIONAcción

Tool to delete a specific section from Nusii. Use when you need to remove a section from a proposal. Returns the deleted section data for confirmation purposes.

Parámetros de entrada

idstringObligatorio
The unique identifier of the section to delete

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

Delete Webhook EndpointNUSII_PROPOSALS_DELETE_WEBHOOK_ENDPOINTAcción

Tool to delete a specific webhook endpoint from the system. Use when you need to remove a webhook endpoint.

Parámetros de entrada

idstringObligatorio
The unique identifier of the webhook endpoint to delete

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

Get Account MeNUSII_PROPOSALS_GET_ACCOUNT_MEAcción

Tool to retrieve authenticated user's personal account information and settings. Use to get current account details including company info, currency, locale, and contact information.

Parámetros de entrada

Sin parámetros.

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

Get ClientNUSII_PROPOSALS_GET_CLIENTAcción

Tool to retrieve a single client from Nusii using their unique identifier. Use when you need to fetch detailed information about a specific client including contact details, business information, and preferences.

Parámetros de entrada

idstringObligatorio
The unique identifier of the client to retrieve

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

Get ProposalNUSII_PROPOSALS_GET_PROPOSALAcción

Tool to retrieve a single proposal with complete details and sections. Use when you need to fetch detailed information about a specific proposal.

Parámetros de entrada

idstringObligatorio
The proposal identifier to retrieve.

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

Get SectionNUSII_PROPOSALS_GET_SECTIONAcción

Tool to retrieve a single section from a proposal or template in Nusii. Use when you need detailed information about a specific section including title, content, pricing, and metadata.

Parámetros de entrada

idstringObligatorio
The unique identifier of the section to retrieve.

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

Get Webhook EndpointNUSII_PROPOSALS_GET_WEBHOOK_ENDPOINTAcción

Tool to retrieve a single webhook endpoint configuration. Use when you need to get details about a specific webhook endpoint including its target URL and subscribed events.

Parámetros de entrada

idstringObligatorio
The unique identifier of the webhook endpoint

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

List ClientsNUSII_PROPOSALS_LIST_CLIENTSAcción

Tool to retrieve all clients associated with the account. Use when you need to list or browse clients with pagination support.

Parámetros de entrada

perinteger
Number of results per page. Must be >= 1. Default is 25.
pageinteger
Page number for pagination. Must be >= 1. Default is 1.

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

List Line ItemsNUSII_PROPOSALS_LIST_LINE_ITEMSAcción

Tool to retrieve all line items from Nusii Proposals with pagination support. Use when you need to list or browse line items in proposals.

Parámetros de entrada

perinteger
Number of results per page. Must be >= 1. Default is 25.
pageinteger
Page number for pagination. Must be >= 1. Default is 1.

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

List Proposal ActivitiesNUSII_PROPOSALS_LIST_PROPOSAL_ACTIVITIESAcción

Tool to retrieve all proposal activities with optional filtering by proposal or client ID. Use when you need to track interactions with proposals such as views, sends, or acceptances. Supports pagination via page and per parameters.

Parámetros de entrada

perinteger
Number of results per page (default: 25).
pageinteger
Page number for pagination (default: 1).
client_idinteger
Filter activities for a specific client by client ID.
proposal_idinteger
Filter activities for a specific proposal by proposal ID.

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

List ProposalsNUSII_PROPOSALS_LIST_PROPOSALSAcción

Tool to retrieve all proposals from your Nusii account with pagination and filtering options. Use when you need to browse proposals or filter by status.

Parámetros de entrada

perinteger
Number of results per page. Default is 25.
pageinteger
Page number for pagination. Default is 1.
statusstringenum
Filter by proposal status: 'draft', 'pending', 'accepted', 'rejected', or 'clarification'.
draftpendingacceptedrejectedclarification
archivedboolean
Set to true to retrieve only archived proposals. Default is false.

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

List Section Line ItemsNUSII_PROPOSALS_LIST_SECTION_LINE_ITEMSAcción

Tool to retrieve all line items from a specific section. Use when you need to get details about line items including pricing, quantities, and cost types within a section. Note: This endpoint does not support pagination.

Parámetros de entrada

section_idintegerObligatorio
The ID of the section from which to retrieve line items

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

List SectionsNUSII_PROPOSALS_LIST_SECTIONSAcción

Tool to retrieve all sections with optional filtering for proposals or templates. Use when you need to list sections or filter by proposal_id or template_id.

Parámetros de entrada

perinteger
Results per page (default: 25).
pageinteger
Page number for pagination (default: 1).
proposal_idinteger
Filter sections by specific proposal ID.
template_idinteger
Filter sections by specific template ID.
include_line_itemsboolean
When true, includes complete line item data in response.

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

List ThemesNUSII_PROPOSALS_LIST_THEMESAcción

Tool to retrieve all available themes for proposals in Nusii. Use when you need to browse available theme options or select a theme for a proposal.

Parámetros de entrada

Sin parámetros.

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

List UsersNUSII_PROPOSALS_LIST_USERSAcción

Tool to retrieve all users in paginated format. Use when you need to list users in the Nusii system. Supports pagination via page and per parameters.

Parámetros de entrada

perinteger
Number of results per page (default: 25). Must be >= 1.
pageinteger
Page number for pagination (default: 1). Must be >= 1.

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

List Webhook EndpointsNUSII_PROPOSALS_LIST_WEBHOOK_ENDPOINTSAcción

Tool to retrieve all webhook endpoints configured for your Nusii account. Use when you need to view all configured webhook subscriptions. Supports pagination via page and per parameters.

Parámetros de entrada

perinteger
Number of results per page, must be >=1. Default is 25.
pageinteger
Page number for pagination, must be >=1. Default is 1.

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

Update ClientNUSII_PROPOSALS_UPDATE_CLIENTAcción

Tool to update an existing client's information in Nusii. Use when you need to modify client details such as contact information, business details, or preferences.

Parámetros de entrada

idstringObligatorio
The unique identifier of the client to update
clientobjectObligatorio
Client data to update

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

Update Line ItemNUSII_PROPOSALS_UPDATE_LINE_ITEMAcción

Tool to update an existing line item in Nusii proposals. Use when modifying line item details such as name, amount, cost type, or position. All update parameters are optional - only include the fields you want to change.

Parámetros de entrada

idstringObligatorio
The line item ID to update
namestring
Body/description of the line item
amountinteger
Price in cents (e.g., 10000 for $100.00)
per_typestringenum
For per-unit costs - specifies the unit type. Only valid when cost_type is 'per'
yearmonthweekdayhouritemunit
positioninteger
Order within the section, must be non-negative
quantityinteger
Multiplier for per-type costs (total = quantity × amount), must be at least 1
cost_typestringenum
Cost structure - valid values: 'fixed' (one-time), 'recurring' (repeating), or 'per' (per-unit)
fixedrecurringper
recurring_typestringenum
For recurring costs - specifies the recurrence frequency. Only valid when cost_type is 'recurring'
yearlysemiannuallytrimestermonthlyweeklydailyhourly

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

Update ProposalNUSII_PROPOSALS_UPDATE_PROPOSALAcción

Tool to update an existing proposal in Nusii. Use when you need to modify proposal details like title, client, expiration date, or display settings.

Parámetros de entrada

idstringObligatorio
The unique identifier of the proposal to update
themestring
Visual design template for the proposal
titlestring
Heading text for the proposal
reportboolean
Converts the proposal into a report format; defaults to false
client_idstring
Identifier linking to the client record
expires_atstring
Expiration date/time for the proposal in ISO 8601 format
client_emailstring
Fetches the client associated with that email. It creates a new client if there is no client with that email. This is ignored when client_id is set.
display_datestring
By default the date displayed on the proposal is the sent date. This can be overwritten with the display_date in ISO 8601 format
exclude_totalboolean
Removes the total from display; defaults to false
prepared_by_idstring
User identifier for who created the proposal
exclude_total_in_pdfboolean
Removes the total from the PDF output; defaults to false
document_section_titlestring
Heading for the documents section

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

Update SectionNUSII_PROPOSALS_UPDATE_SECTIONAcción

Tool to update an existing section in a proposal or template. Use when you need to modify section content, settings, or display properties.

Parámetros de entrada

idstringObligatorio
The unique identifier of the section to update
bodystring
Section content
namestring
Internal reference name for the section
titlestring
Section heading
optionalboolean
Client selection option (default: false)
positioninteger
Display order in proposal/template
reusableboolean
Whether the section can be reused to any template/proposal
page_breakboolean
PDF page break toggle (default: false)
proposal_idinteger
Associated proposal identifier
template_idinteger
Associated template identifier
section_typestring
Content type - 'text' or 'cost'
include_totalboolean
Subtotal display within section (default: false)

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not