Nusii proposals for AI agents
Agents read Nusii proposals at once. Changes and sends are held for a person's approval by default.
About 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.
What an agent can do in Nusii proposals
Every Nusii proposals action is classed by the platform as a read, a change or a send. Reads run at once. Changes and sends are held for a person by default.
Runs at once (reads)
Looks things up in Nusii proposals without asking first. 14 actions.
- Get Account MeTool to retrieve authenticated user's personal account information and settings. Use to get current account details including company info, currency, locale, and contact information.
- Get ClientTool 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
- Get ProposalTool to retrieve a single proposal with complete details and sections. Use when you need to fetch detailed information about a specific proposal.
- Get SectionTool 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.
- List ClientsTool to retrieve all clients associated with the account. Use when you need to list or browse clients with pagination support.
- List Line ItemsTool to retrieve all line items from Nusii Proposals with pagination support. Use when you need to list or browse line items in proposals.
- List Proposal ActivitiesTool 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 paginat
- List ProposalsTool to retrieve all proposals from your Nusii account with pagination and filtering options. Use when you need to browse proposals or filter by status.
- List SectionsTool 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.
- Get Webhook EndpointTool 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.
- List Section Line ItemsTool 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
- List ThemesTool 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.
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- List UsersTool 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.
- List Webhook EndpointsTool 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.
Held for approval by default (changes and sends)
Held for a person's approval by default. The approval is recorded and the action is sent once, never twice, with 10 seconds to undo. 15 actions.
- Create ClientTool 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 ItemTool 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 ProposalTool to create a new proposal in Nusii. Use when you need to initialize a proposal with title, client information, and optional configuration settings.
- Create SectionTool 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 EndpointTool 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 clientTool to delete a specific client from Nusii account. Use when you need to permanently remove a client record.
- Delete Line ItemTool to delete a line item from Nusii. Use when you need to remove a specific line item by its ID.
- Delete a proposalTool to delete a proposal from the system. Use when you need to permanently remove a proposal by its ID.
- Delete a sectionTool 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.
- Update ClientTool 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.
- Update Line ItemTool 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
- Update ProposalTool to update an existing proposal in Nusii. Use when you need to modify proposal details like title, client, expiration date, or display settings.
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- Update SectionTool to update an existing section in a proposal or template. Use when you need to modify section content, settings, or display properties.
- Archive ProposalTool to archive a specific proposal in Nusii. Use when you need to archive a proposal that is no longer active.
- Delete Webhook EndpointTool to delete a specific webhook endpoint from the system. Use when you need to remove a webhook endpoint.
Changes wait in Needs you
Changes and sends in Nusii proposals are held for a person's approval by default. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.
Nusii proposals questions
Can an agent change data in Nusii proposals on its own?
Not by default. Changes and sends in Nusii proposals are held for a person's approval. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.
What can an agent read in Nusii proposals?
This connector lists 14 read actions. Reads run at once, without waiting for approval.
How does Nusii proposals connect?
It connects with API key. Connectors are built and maintained by third-party developers; availability is confirmed during scoping.