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Nusii

Integromat Updated November 09, 2020 14:05

The Nusii modules allow you to watch, create, update, retrieve, list, and delete the clients, and proposals in your Nusii account.

Getting Started with Nusii

Prerequisites

A Nusii account

In order to use Nusii with Integromat, it is necessary to have a Nusii account. If you do not have one, you can create a Nusii account at nusii.com/pricing/.

The module dialog fields that are displayed in bold (in the Integromat scenario, not in this documentation article) are mandatory!

Connecting Nusii to Integromat

To connect your Nusii account to Integromat you need to obtain the API Key from your Nusii account and insert it in the Create a connection dialog in the Integromat module.

1. Log in to your Nusii account and open your Dashboard.

2. Click Settings > Integrations & API > here. Copy the API Token to your clipboard.

3. Go to Integromat and open the Nusii module's Create a connection dialog.

4. In the Connection name field, enter a name for the connection.

5. In the API Key field, enter the API token copied in step 2, and click Continue.

The connection has been established.

Clients

Watch Client Created

Triggers when a client is created.

You do not have to add the webhooks in the Nusii as it is automatically done for you once you add and save an instant trigger module to your scenario.

Webhook Name	Enter a name for the webhook.
Connection	Establish a connection to your Nusii account.

List Clients

Gets all clients.

Connection	Establish a connection to your Nusii account.
Limit	Set the maximum number of clients Integromat should return during one scenario execution cycle.

Get a Client

Gets a client.

Connection	Establish a connection to your Nusii account.
Client ID	Select the Client ID whose details you want to retrieve.

Create a Client

Creates a client.

Connection	Establish a connection to your Nusii account.
Email	Enter the client's email address.
Name	Enter the client's name.
Surname	Enter the client's surname.
Telephone	Enter the client's telephone number.
Currency	Select the currency applicable to the client.
Business	Enter the client's company name.
Locale	Select the language applicable to the client.
PDF Page Size	Select the PDF page size of the client's business proposal.
Web	Enter the client's or client's company website.
Address	Enter the client's street address.
City	Enter the city name.
Post Code	Enter the postal code.
Country	Enter the country name.
State	Enter the state name.

Update a Client

Updates a client.

Connection	Establish a connection to your Nusii account.
Client ID	Select the Client ID whose details you want to update.
Email	Enter the client's email address.
Name	Enter the client's name.
Surname	Enter the client's surname.
Telephone	Enter the client's telephone number.
Currency	Select the currency applicable to the client.
Business	Enter the client's company name.
Locale	Select the language applicable to the client.
PDF Page Size	Select the PDF page size of the client's business proposal.
Web	Enter the client's or client's company website.
Address	Enter the client's street address.
City	Enter the city name.
Post Code	Enter the postal code.
Country	Enter the country name.
State	Enter the state name.

Delete a Client

Deletes a client.

Connection	Establish a connection to your Nusii account.
Client ID	Select the Client ID you want to delete.

Proposals

Watch Proposal Created

Triggers when a proposal is created.

You do not have to add the webhooks in the Nusii as it is automatically done for you once you add and save an instant trigger module to your scenario.

Webhook Name	Enter a name for the webhook.
Connection	Establish a connection to your Nusii account.

Watch Proposal Updated

Triggers when a proposal is updated.

You do not have to add the webhooks in the Nusii as it is automatically done for you once you add and save an instant trigger module to your scenario.

Webhook Name	Enter a name for the webhook.
Connection	Establish a connection to your Nusii account.

Watch Proposal Sent

Triggers when a proposal is sent.

You do not have to add the webhooks in the Nusii as it is automatically done for you once you add and save an instant trigger module to your scenario.

Webhook Name	Enter a name for the webhook.
Connection	Establish a connection to your Nusii account.

Watch Proposal Accepted

Triggers when a proposal is accepted.

You do not have to add the webhooks in the Nusii as it is automatically done for you once you add and save an instant trigger module to your scenario.

Webhook Name	Enter a name for the webhook.
Connection	Establish a connection to your Nusii account.

Watch Proposal Rejected

Triggers when a proposal is rejected.

You do not have to add the webhooks in the Nusii as it is automatically done for you once you add and save an instant trigger module to your scenario.

Webhook Name	Enter a name for the webhook.
Connection	Establish a connection to your Nusii account.

List Proposals

Gets all proposals.

Connection	Establish a connection to your Nusii account.
Limit	Set the maximum number of proposals Integromat should return during one scenario execution cycle.
Status	Select the status of the proposal you want to list: Draft Pending Accepted Rejected Clarification
Archived	Select whether you want to list the archived proposals.

Get a Proposal

Gets a proposal.

Connection	Establish a connection to your Nusii account.
Proposal ID	Select the Proposal ID whose details you want to retrieve.

Create a Proposal

Creates a proposal.

Connection	Establish a connection to your Nusii account.
Title	Enter a name for the proposal.
Client ID	Select the Client ID for whom you are creating the proposal.
Client Email	Enter the client's email address.
Template Type	Select the proposal template type: Public Custom
Template ID	Select the proposal Template ID.
Document Section Title	Enter the name of the document section in the proposal. By default the value is Documents.
Expires At	Enter the date on which the proposal expires.
Prepared by ID	Select the User ID who prepared the proposal.
Display Date	Enter the date to display in the proposal.
Report	Select whether to turn the proposal in to report.
Exclude Total	Select whether to exclude the total amount from the proposal.
Exclude Total in PDF	Select whether to exclude the total amount from the PDF format of the proposal.
Theme	Select the theme for the proposal: Classic Theme Modern Theme

Send a Proposal

Sends a proposal.

Connection	Establish a connection to your Nusii account.
Proposal ID	Select the Proposal ID you want to send.
Email	Enter the email address of the client to whom you want to send the proposal.
CC Email Recipients	Add the email address of the recipients you want to add to the CC fields in the email.
BCC Email Recipients	Add the email address of the recipients you want to add to the BCC fields in the email.
Subject	Enter the email subject line.
Message	Enter the email body message text.
Save Email Template	Select whether you want to save the email template for future use.
Sender ID or Email	Enter (map) the sender's email address or ID.

Delete a Proposal

Deletes a proposal.

Connection	Establish a connection to your Nusii account.
Proposal ID	Select the Proposal ID you want to delete.

Other

Make an API Call

Performs an arbitrary authorized API call.

Connection	Establish a connection to your Nusii account.
URL	Enter a path relative to `https://app.nusii.com/api`. For example: `/v2/clients` For the list of available endpoints, refer to the Nusii API Documentation.
Method	Select the HTTP method you want to use: GET to retrieve information for an entry. POST to create a new entry. PUT to update/replace an existing entry. PATCH to make a partial entry update. DELETE to delete an entry.
Headers	Enter the desired request headers. You don't have to add authorization headers; we already did that for you.
Query String	Enter the request query string.
Body	Enter the body content for your API call.

Example of Use - List Users

The following API call returns all the users from your Nusii account:

URL:
/v2/users

Method:
GET

Matches of the search can be found in the module's Output under Bundle > Body > data.
In our example, 2 users were returned:

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