29 available actions

What your AI agent can do in 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. This page lists every available action. Your agent only receives the actions and permissions required for the role you approve.

Common starting points

Get Account MeTool to retrieve authenticated user's personal account information and settings.
Get ClientTool to retrieve a single client from Nusii using their unique identifier.
Create ClientTool to create a new client in Nusii Proposals.
Create Line ItemTool to create a line item within a proposal section.
Update ClientTool to update an existing client's information in Nusii.
Update Line ItemTool to update an existing line item in Nusii proposals.

Browse all 29 actions by capability

Open a capability to see every supported action and its description.

Find & reviewLook up and review existing recordsView 14 actionsHide actions

Get Account MeTool to retrieve authenticated user's personal account information and settings.
Get ClientTool to retrieve a single client from Nusii using their unique identifier.
Get ProposalTool to retrieve a single proposal with complete details and sections.
Get SectionTool to retrieve a single section from a proposal or template in Nusii.
Get Webhook EndpointTool to retrieve a single webhook endpoint configuration.
List ClientsTool to retrieve all clients associated with the account.
List Line ItemsTool to retrieve all line items from Nusii Proposals with pagination support.
List Proposal ActivitiesTool to retrieve all proposal activities with optional filtering by proposal or client ID.
List ProposalsTool to retrieve all proposals from your Nusii account with pagination and filtering options.
List Section Line ItemsTool to retrieve all line items from a specific section.
List SectionsTool to retrieve all sections with optional filtering for proposals or templates.
List ThemesTool to retrieve all available themes for proposals in Nusii.
List UsersTool to retrieve all users in paginated format.
List Webhook EndpointsTool to retrieve all webhook endpoints configured for your Nusii account.

Create & communicateCreate records or send supported messagesView 5 actionsHide actions

Create ClientTool to create a new client in Nusii Proposals.
Create Line ItemTool to create a line item within a proposal section.
Create ProposalTool to create a new proposal in Nusii.
Create SectionTool to create a section for a proposal or template in Nusii Proposals.
Create Webhook EndpointTool to create a webhook endpoint to subscribe to Nusii events.

Update & manageChange and manage existing recordsView 5 actionsHide actions

Archive ProposalTool to archive a specific proposal in Nusii.
Update ClientTool to update an existing client's information in Nusii.
Update Line ItemTool to update an existing line item in Nusii proposals.
Update ProposalTool to update an existing proposal in Nusii.
Update SectionTool to update an existing section in a proposal or template.

Remove & cancelRemove records or cancel supported workView 5 actionsHide actions

Delete a clientTool to delete a specific client from Nusii account.
Delete Line ItemTool to delete a line item from Nusii.
Delete a proposalTool to delete a proposal from the system.
Delete a sectionTool to delete a specific section from Nusii.
Delete Webhook EndpointTool to delete a specific webhook endpoint from the system.

Connection record

A connection you can control.

Sign-in: Customer-managed key
Setup: Use a key you create and control. It is stored securely and limited to the work agreed for the role.
Boundaries: Only the approved role and actions.
Off switch: Revoke the connection from your account.

FAQ

Before you connect Nusii proposals

How does the agent connect to Nusii proposals?

With a key you create and control. It is stored securely, permissions are limited to what the agent needs, and you can revoke it at any time.

What can the agent actually do in Nusii proposals?

The page above lists the 29 actions currently available through the Nusii proposals connection. The role determines which of those actions the agent may use, and write access is only enabled when the workflow needs it.

Is Nusii proposals included in my plan?

Connections are priced per tool on top of the base plan. Some are included and some are premium. See pricing for how connection charges work.

How long until Nusii proposals is ready?

Timing depends on the sign-in method, permissions and workflow being connected. We confirm the scope and setup plan before enabling the connection.

Bring the workflow together

Ready to put Nusii proposals to work?

Start with the responsibility you want off your plate. We’ll map the connection and the boundaries around it.

Book a setup call Browse all connections

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