Better Proposals and Caspio integration
Save yourself the work of writing custom integrations for Better Proposals and Caspio and use n8n instead. Build adaptable and scalable Productivity, workflows that work with your technology stack. All within a building experience you will love.
How to connect Better Proposals and Caspio
Create a new workflow and add the first step
In n8n, click the "Add workflow" button in the Workflows tab to create a new workflow. Add the starting point – a trigger on when your workflow should run: an app event, a schedule, a webhook call, another workflow, an AI chat, or a manual trigger. Sometimes, the HTTP Request node might already serve as your starting point.
Build your own Better Proposals and Caspio integration
Create custom Better Proposals and Caspio workflows by choosing triggers and actions. Nodes come with global operations and settings, as well as app-specific parameters that can be configured. You can also use the HTTP Request node to query data from any app or service with a REST API.
Supported API Endpoints for Better Proposals
List proposals
Retrieve a list of all proposals.
Get new proposals
Retrieve a list of new proposals.
Get opened proposals
Retrieve a list of opened proposals.
Get sent proposals
Retrieve a list of proposals that have been sent.
Get paid proposals
Retrieve a list of paid proposals with optional pagination and filtering.
Get proposal details
Retrieve the details of a specific proposal using its ID.
Get total proposals
Retrieves the total count of proposals.
Create proposal
Creates a new proposal in the system.
Get signed proposals
Retrieve a list of signed proposals with pagination and optional filtering by type.
Create proposal
Creates a new proposal with specified details.
Create proposal cover
Creates a new cover for a proposal.
List templates
Retrieve a list of all templates with pagination support.
Get template details
Retrieve detailed information about a specific template using its ID.
List document types
Retrieve a list of all document types with pagination support.
Create document type
Creates a new document type.
Get all quotes
Retrieves a list of all quotes.
Get quote details
Retrieves details of a specific quote by ID.
To set up Better Proposals integration, add the HTTP Request node to your workflow canvas and authenticate it using a generic authentication method. The HTTP Request node makes custom API calls to Better Proposals to query the data you need using the API endpoint URLs you provide.
See the example hereThese API endpoints were generated using n8n
n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the Better Proposals official documentation to get a full list of all API endpoints and verify the scraped ones!
What can you do with Caspio?
Delete
Delete files from an attachment field
Download
Download files from an attachment field
Get Properties
Returns file properties stored in an attachment field
Upload
Upload a file to an attachment field
Get Many
Returns the list of data import/export tasks
Run
Run a chosen data import export task
Activate User
Activate a user in a directory
Create User
Create a new user in a directory
Delete User
Delete users from a directory
Get Many Directories
Returns the list of directories
Get Many Users
Returns the list of users in a directory
Update User
Update a user in a directory
Delete
Delete a file from Files area
Download
Download a file from Files area
Get File Properties
Returns file properties from Fiels area
Get Folder Properties
Returns folder properties from Files area
Upload
Upload a file to Files area
Create
Create a new record in a table
Delete
Delete a record from a table
Get Many
Returns records from a table or a view
Update
Update a record in a table
Better Proposals and Caspio integration details
FAQ
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