Sales ยท CONNECTIONManage Nusii proposals, clients, sections, line items and taxes, send proposals, and read proposal activity from your workflows.
Explore 35 workflow actions for Nusii, including account permissions and operation limits.
Choose an action in the workflow builder, connect an account, and map its inputs. These actions are available in the catalog; your account access and a successful test determine whether they work for your setup.
Adds a named tax percentage to a proposal.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Archives a proposal.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Adds a client.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Adds a priced line item to a section.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Creates a draft proposal, optionally from a template.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Adds a section to a proposal or template.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Deletes a client.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Deletes a line item.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Deletes a proposal.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Removes a tax from a proposal.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Deletes a section.
A repeated request may repeat the external action. Review the previous result before retrying a write.
The account the API key belongs to.
One client.
One line item.
One proposal (PDF, cover image and public link left out).
One proposal activity.
One section.
One template.
Clients, optionally found by email or a search query.
Currencies Nusii supports.
A section's priced line items.
Languages Nusii supports.
Activity on proposals (sent, viewed, accepted and more), by client or proposal.
Taxes applied to a proposal.
Proposals, filtered by status, expiry or recipient email.
Sections of a proposal or template.
Proposal templates, including Nusii's public ones when asked.
Proposal themes.
The account's users.
Emails a proposal to its recipients from Nusii.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Changes a client's name and email.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Changes a line item.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Changes a proposal's title (status is set by sending and by the client, not here).
A repeated request may repeat the external action. Review the previous result before retrying a write.
Changes a proposal tax.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Changes a section's title.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Use the account and permissions required for your process. Review the connection check before configuring a workflow action.
Select a listed operation and map its required inputs. Use test records and add a human approval before writes that need review.
Inspect step outputs and confirm the result in Nusii. A saved workflow is not a completed provider action.
