Nusii

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.

WnH6oGvS17.gif

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

kYMkpMQGvY.gif

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 NameEnter a name for the webhook.
ConnectionEstablish a connection to your Nusii account.

List Clients

Gets all clients.

ConnectionEstablish a connection to your Nusii account.
LimitSet the maximum number of clients Integromat should return during one scenario execution cycle.

Get a Client

Gets a client.

ConnectionEstablish a connection to your Nusii account.
Client IDSelect the Client ID whose details you want to retrieve.

Create a Client

Creates a client.

ConnectionEstablish a connection to your Nusii account.
EmailEnter the client's email address.
NameEnter the client's name.
SurnameEnter the client's surname.
TelephoneEnter the client's telephone number.
CurrencySelect the currency applicable to the client.
BusinessEnter the client's company name.
LocaleSelect the language applicable to the client.
PDF Page SizeSelect the PDF page size of the client's business proposal.
WebEnter the client's or client's company website.
AddressEnter the client's street address.
CityEnter the city name.
Post CodeEnter the postal code.
CountryEnter the country name.
StateEnter the state name.

Update a Client

Updates a client.

ConnectionEstablish a connection to your Nusii account.
Client IDSelect the Client ID whose details you want to update.
EmailEnter the client's email address.
NameEnter the client's name.
SurnameEnter the client's surname.
TelephoneEnter the client's telephone number.
CurrencySelect the currency applicable to the client.
BusinessEnter the client's company name.
LocaleSelect the language applicable to the client.
PDF Page SizeSelect the PDF page size of the client's business proposal.
WebEnter the client's or client's company website.
AddressEnter the client's street address.
CityEnter the city name.
Post CodeEnter the postal code.
CountryEnter the country name.
StateEnter the state name.

Delete a Client

Deletes a client.

ConnectionEstablish a connection to your Nusii account.
Client IDSelect 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 NameEnter a name for the webhook.
ConnectionEstablish 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 NameEnter a name for the webhook.
ConnectionEstablish 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 NameEnter a name for the webhook.
ConnectionEstablish 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 NameEnter a name for the webhook.
ConnectionEstablish 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 NameEnter a name for the webhook.
ConnectionEstablish a connection to your Nusii account.

List Proposals

Gets all proposals.

ConnectionEstablish a connection to your Nusii account.
LimitSet 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
ArchivedSelect whether you want to list the archived proposals.

Get a Proposal

Gets a proposal.

ConnectionEstablish a connection to your Nusii account.
Proposal IDSelect the Proposal ID whose details you want to retrieve.

Create a Proposal

Creates a proposal.

ConnectionEstablish a connection to your Nusii account.
TitleEnter a name for the proposal.
Client IDSelect the Client ID for whom you are creating the proposal.
Client EmailEnter the client's email address.
Template Type

Select the proposal template type:

  • Public
  • Custom
Template ID

Select the proposal Template ID.

Document Section TitleEnter the name of the document section in the proposal. By default the value is Documents.
Expires AtEnter the date on which the proposal expires.
Prepared by IDSelect the User ID who prepared the proposal.
Display DateEnter the date to display in the proposal.
Report Select whether to turn the proposal in to report.
Exclude TotalSelect whether to exclude the total amount from the proposal.
Exclude Total in PDFSelect 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.

ConnectionEstablish a connection to your Nusii account.
Proposal IDSelect the Proposal ID you want to send.
EmailEnter the email address of the client to whom you want to send the proposal.
CC Email RecipientsAdd the email address of the recipients you want to add to the CC fields in the email.
BCC Email RecipientsAdd the email address of the recipients you want to add to the BCC fields in the email.
SubjectEnter the email subject line.
MessageEnter the email body message text.
Save Email TemplateSelect whether you want to save the email template for future use.
Sender ID or EmailEnter (map) the sender's email address or ID.

Delete a Proposal

Deletes a proposal.

ConnectionEstablish a connection to your Nusii account.
Proposal IDSelect the Proposal ID you want to delete.

Other

Make an API Call

Performs an arbitrary authorized API call.

ConnectionEstablish 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.

HeadersEnter the desired request headers. You don't have to add authorization headers; we already did that for you.
Query StringEnter the request query string.
BodyEnter 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

nusii2.png

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

nusii1.png


Popular use cases from our blog

automated-data-collection-crm-illustration

How to Automate Data Collection - Part 5: CRM Systems

automated-data-collection-chatbot-marketing-illustration

How to Automate Data Collection - Part 4: Chatbot Marketing

automated-data-collection-paid-ads-illustration

How to Automate Data Collection - Part 3: Paid Ads

automated-data-collection-email-illustration

How to Automate Data Collection - Part 2: Email Marketing Segmentation

personalized-customer-experience-illustration-integromat

5 Automated Solutions to Personalize Customer Experience

data-collection-automation-forms-pt-1

How to Automate Data Collection - Part 1: Online Forms

Didn’t find what you were looking for?

Expert

Find an expert

We feature a network of 450+ certified partners across the globe who are ready to help

Find an expert

Automate any workflow in your business

Sign up for a free account today. No credit card required, no time limits on free plan.