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 Make, it is necessary to have a Nusii account. If you do not have one, you can create a Nusii account at nusii.com/pricing/.

Note

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

Connecting Nusii to Make

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

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

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  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

Triggers when a client is created.

Note

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.

Gets all clients.

Connection

Establish a connection to your Nusii account.

Limit

Set the maximum number of clients Make should return during one scenario execution cycle.

Gets a client.

Connection

Establish a connection to your Nusii account.

Client ID

Select the Client ID whose details you want to retrieve.

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.

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.

Deletes a client.

Connection

Establish a connection to your Nusii account.

Client ID

Select the Client ID you want to delete.

Proposals

Triggers when a proposal is created.

Note

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.

Triggers when a proposal is updated.

Note

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.

Triggers when a proposal is sent.

Note

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.

Triggers when a proposal is accepted.

Note

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.

Triggers when a proposal is rejected.

Note

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.

Gets all proposals.

Connection

Establish a connection to your Nusii account.

Limit

Set the maximum number of proposals Make 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.

Gets a proposal.

Connection

Establish a connection to your Nusii account.

Proposal ID

Select the Proposal ID whose details you want to retrieve.

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

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.

Deletes a proposal.

Connection

Establish a connection to your Nusii account.

Proposal ID

Select the Proposal ID you want to delete.

Other

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

Note

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.

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

URL:

/v2/users

Method:

GET

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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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