File and Document Management
Nusii
17 min
nusii is a proposal management tool that helps businesses create, send, and track professional proposals integrating nusii with make com enables automated proposal creation, client notifications, and status tracking directly within your workflows this is ai generated content based on official nusii documentation the content may contain mistakes please verify important information if you have questions on vendor documentation, contact https //nusii com/support/ directly requirements to use the nusii app in make, you must have an active nusii account and an api key, https //nusii com/ for subscription, refer to the https //nusii com/ connect nusii and to get started, you must first create a connection between nusii and , allowing the two services to communicate obtain your api key in your nusii account create the connection in make obtain your api key in your nusii account before you create the connection in , you should first obtain your api key in your nusii account to obtain your api key navigate to settings select the api section copy the api key displayed on screen you will use this value while creating a connection in because the ui might have changed, the steps you see on your screen might be different, https //developer nusii com/ create the connection in https //www make com/en/register , add the nusii module to your , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your nusii account or follow the on screen instructions to create the connection for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page nusii modules after connecting to the nusii app, you can choose from a list of available modules to build your create a client adds a new client record to your account create a proposal generates a new proposal document within your selected platform delete a client removes a specified client from your account delete a proposal permanently removes a selected proposal from your account get a client retrieves detailed information about a specific client get a proposal retrieves the details of a specific proposal list clients retrieves a list of all client records from your account list proposals retrieves a list of all available proposals from your account make an api call executes a custom api request using your authorized account send a proposal creates and sends a new proposal document to a specified recipient update a client updates the details of an existing client in your account update a proposal modifies the details of an existing proposal watch client created triggers when a new client record is added to your system watch proposal accepted triggers when a user accepts a proposal in your account watch proposal created triggers an event whenever a new proposal is added to your account watch proposal rejected triggers an event whenever a proposal is marked as rejected watch proposal sent triggers when a new proposal is sent from your account watch proposal updated triggers when any changes are made to an existing proposal templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created nusii resources you can have access to more resources related to this app on the following links https //nusii com/ https //developer nusii com/#introduction https //www make com/en/integrations/nusii