CRM ยท CONNECTIONManage Proposaly workspaces, leads, recipients, notes and documents, and search its knowledge bases.
Explore 29 workflow actions for Proposaly, 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.
Create a new document and attach one or more recipients (no reCAPTCHA/fingerprint required).
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a new lead and recipients (no reCAPTCHA/fingerprint required).
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a new recipient.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a New Document Creates a new document (proposal, agreement, or presentation) within the specified workspace.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a New Lead This endpoint allows for the creation of a new lead within a specified workspace.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Add a note to a document Creates a note on any non-bot document of your company (proposal, agreement, presentation, payment, card or lead).
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a new workspace This endpoint provisions a brand new workspace (internally a Board) under the authenticated company.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a Document (Soft Delete) Marks an existing document's status as Deleted.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a Lead (Soft Delete) Marks an existing lead's status as Deleted.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a note Permanently deletes a note (there is no trash or restore).
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a Recipient (Soft Delete) Marks a recipient's status as Deleted.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Duplicate a Document Creates a duplicate of an existing document (proposal, agreement, or presentation) within the same workspace.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Get Document Details Retrieve document details by specifying either a workspaceid (to fetch all documents within that workspace) or a specific documentid.
Get Knowledge Base Article Fetch one active article: metadata plus the full content of its currently selected version.
Get Knowledge Bases Retrieve the company's active knowledge bases with their categories and active-article counts.
Get Lead Details Retrieve details of leads by specifying either a workspaceid (to fetch all leads within that workspace) or a specific leadid.
Get a single note Returns one note by id, scoped to the document given in documentid.
List the notes of a document Returns the document's notes newest first, paginated.
Get API Quota This endpoint returns the current daily quota usage and limits for the calling API key.
Retrieve the current notification preferences for a specific recipient.
Retrieve recipient information by documentid or recipientid.
Get Workspace Details.
Search Knowledge Base Articles Search active articles within one knowledge base.
Update an existing document (proposal/agreement/presentation).
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update an Existing Lead This endpoint updates details of an existing lead within a specified workspace.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update a note Partial update of a note's title and/or body; fields not sent are left unchanged.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update the details of an existing recipient.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update the notification preferences for a specific recipient.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Validate API Credentials A convenience endpoint to verify that the supplied Bearer token (Company API key) is valid and active.
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 Proposaly. A saved workflow is not a completed provider action.
