ceven

Nusii proposals

Automates the creation and tracking of client proposals, syncs line item costs with your CRM, and monitors client activity to trigger follow up sequences.

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Standard

Why use Ceven?

  1. AI native Nusii proposals integration

    • Describe the outcome and Ceven picks the right Nusii proposals calls, fills the parameters, and checks the result.
    • Structured, agent friendly tool schemas so each call runs reliably instead of by guesswork.
    • Rich coverage for reading, writing, and querying your Nusii proposals data, across all 29 of its actions.

  2. Managed auth

    • Built in OAuth with automatic token refresh and rotation.
    • One place to manage, scope, and revoke Nusii proposals access.
    • Per user and per environment credentials instead of shared keys.

  3. Agent optimized design

    • Actions are tuned from real success and error rates so reliability climbs over time.
    • Full execution logs so you always know what ran in Nusii proposals, when, and on whose behalf.
    • The agent pauses and asks when Nusii proposals is unclear instead of plowing ahead.

  4. Enterprise grade security

    • Fine grained access so you control which agents and people can reach Nusii proposals.
    • Least privilege by default, read scopes first and only the writes a workflow needs.
    • A full audit trail of every Nusii proposals action to support review and sign off.

Supported tools

Every action Ceven's agents can run on Nusii proposals, and when to use it.

Create Proposal
Use this when you need to initialize a new proposal with a title, client ID, and specific configuration settings.
Create Client
Use this to add a new client with their contact and business details to the Nusii system.
Create Section
Use this to add a new content section to a proposal or a template.
Create Line Item
Use this to add a specific cost item to a proposal section.
Get Proposal
Pull complete details and sections for a single proposal using its unique ID.
Get Client
Retrieve detailed contact and business information for a specific client.
List Proposals
Pull a list of all proposals, optionally filtered by status or date.
List Proposal Activities
Track interactions like views and acceptances for a specific proposal or client.
Update Proposal
Modify proposal details such as expiration dates, titles, or display settings.
Update Line Item
Change the name, amount, or position of an existing cost item.
Archive Proposal
Move a proposal to the archive when it is no longer active or relevant.
List Clients
Retrieve a paginated list of all clients associated with the account.
Create Webhook Endpoint
Tool to create a webhook endpoint to subscribe to Nusii events. Use when you need to register a new webhook for receiving event notifications.
Delete a client
Tool to delete a specific client from Nusii account. Use when you need to permanently remove a client record.
Delete Line Item
Tool to delete a line item from Nusii. Use when you need to remove a specific line item by its ID.
Delete a proposal
Tool to delete a proposal from the system. Use when you need to permanently remove a proposal by its ID.
Delete a section
Tool to delete a specific section from Nusii. Use when you need to remove a section from a proposal. Returns the deleted section data for confirmation purposes.
Delete Webhook Endpoint
Tool to delete a specific webhook endpoint from the system. Use when you need to remove a webhook endpoint.
Get Account Me
Tool to retrieve authenticated user's personal account information and settings. Use to get current account details including company info, currency, locale, and contact information.
Get Section
Tool to retrieve a single section from a proposal or template in Nusii. Use when you need detailed information about a specific section including title, content, pricing, and metadata.
Get Webhook Endpoint
Tool to retrieve a single webhook endpoint configuration. Use when you need to get details about a specific webhook endpoint including its target URL and subscribed events.
List Line Items
Tool to retrieve all line items from Nusii Proposals with pagination support. Use when you need to list or browse line items in proposals.
List Section Line Items
Tool to retrieve all line items from a specific section. Use when you need to get details about line items including pricing, quantities, and cost types within a section. Note: This endpoint does not support pagination.
List Sections
Tool to retrieve all sections with optional filtering for proposals or templates. Use when you need to list sections or filter by proposal_id or template_id.
List Themes
Tool to retrieve all available themes for proposals in Nusii. Use when you need to browse available theme options or select a theme for a proposal.
List Users
Tool to retrieve all users in paginated format. Use when you need to list users in the Nusii system. Supports pagination via page and per parameters.
List Webhook Endpoints
Tool to retrieve all webhook endpoints configured for your Nusii account. Use when you need to view all configured webhook subscriptions. Supports pagination via page and per parameters.
Update Client
Tool to update an existing client's information in Nusii. Use when you need to modify client details such as contact information, business details, or preferences.
Update Section
Tool to update an existing section in a proposal or template. Use when you need to modify section content, settings, or display properties.

29 actions · scroll to see them all

Frequently asked questions

Ceven utilizes the List Proposal Activities tool to poll for interaction events. When a client opens a link, Nusii logs a view event with a timestamp and client ID. The agent monitors these logs and can trigger a downstream action, such as sending a notification to your team or updating a lead status in your CRM. This allows you to time your follow up calls exactly when the client is reviewing the document. You can configure the frequency of these checks within your workflow settings to ensure you get notified in near real time without hitting API limits.
Yes. Ceven can use the Create Proposal action to initialize a document and then use the Create Section and Create Line Item tools to populate it. While Nusii handles the visual layout via themes, Ceven manages the data layer. The agent pulls the required pricing and scope from your external data source and maps it to the corresponding sections. This ensures that every proposal follows your brand guidelines while containing unique, client specific data. You can tell the agent to use specific section IDs to keep the structure consistent across all your bids.
If you use the Delete Client tool, Nusii permanently removes the client record. Ceven will reflect this change the next time it syncs or attempts to fetch that client ID. To avoid accidental data loss, we recommend using the Archive Proposal tool for old deals instead of deleting the client entirely. If a client is deleted, any active proposals linked to that ID may become orphaned or inaccessible via the API. We suggest setting up a confirmation step in your Ceven workflow before any deletion action is executed to prevent mistakes.
Nusii allows for a high volume of line items, but the API handles them as individual requests. This means that for very large proposals with dozens of items, the agent must make multiple calls to the Create Line Item endpoint. Because of this, you might encounter temporary rate limiting if you try to generate hundreds of items in a single second. Ceven manages this by implementing a request queue that spaces out the calls to stay within Nusii API thresholds. You will see a progress bar in the agent logs while it populates complex proposals.
Ceven retrieves your account settings using the Get Account Me tool to identify your default currency and locale. When the agent creates line items or proposals, it passes the numeric values based on that account configuration. If you work with international clients and need to change currencies per proposal, ensure your Nusii account tier supports multi currency features. The agent will then pass the specific currency code during the creation process to ensure the client sees the correct symbol and exchange rate on their digital document.
Yes. By using the Update Proposal or Update Line Item tools, Ceven modifies the data on the existing proposal ID. Since Nusii proposals are web based, the client will see the updated information the next time they refresh the page or open the link. You do not need to generate a new URL or send a new email. This is particularly useful for negotiating prices in real time. You can tell the agent to drop the price by ten percent, and the change is live instantly for the client.
Ceven can manage your webhook configuration using the Create Webhook Endpoint tool. This allows the agent to tell Nusii where to send notifications for events like proposal acceptance or signature. Once the endpoint is established, Nusii pushes the event to Ceven, which then triggers the rest of your automation. For example, an accepted proposal can automatically trigger an invoice in your accounting software. You can monitor and delete these endpoints using the List and Delete Webhook tools to keep your integration clean.
Ceven can perform bulk actions by combining the List Proposals tool with a loop. The agent first pulls a list of all proposals, filters them by a status like expired or a date from six months ago, and then iterates through the list to call the Archive Proposal action for each ID. This is much faster than manual archiving. You can set this as a scheduled weekly workflow to ensure your Nusii dashboard remains uncluttered and only shows active opportunities that require your immediate attention.

Alternatives to Nusii proposals

Other tools that solve a similar problem. Ceven supports these too, so you can switch or run more than one at once.

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