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.
Create custom Better Proposals and Monica CRM 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.
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!
Create
Create an activity
Delete
Delete an activity
Get
Retrieve an activity
Get Many
Retrieve many activities
Update
Update an activity
Create
Create a call
Delete
Delete a call
Get
Retrieve a call
Get Many
Retrieve many calls
Update
Update a call
Create
Create a contact
Delete
Delete a contact
Get
Retrieve a contact
Get Many
Retrieve many contacts
Update
Update a contact
Create
Create a contact field
Delete
Delete a contact field
Get
Retrieve a contact field
Update
Update a contact field
Add
Remove
Create
Create a conversation
Delete
Delete a conversation
Get
Retrieve a conversation
Update
Update a conversation
Add
Add a message to a conversation
Update
Update a message in a conversation
Create
Create a journal entry
Delete
Delete a journal entry
Get
Retrieve a journal entry
Get Many
Retrieve many journal entries
Update
Update a journal entry
Create
Create a note
Delete
Delete a note
Get
Retrieve a note
Get Many
Retrieve many notes
Update
Update a note
Create
Create a reminder
Delete
Delete a reminder
Get
Retrieve a reminder
Get Many
Retrieve many reminders
Update
Update a reminder
Create
Create a tag
Delete
Delete a tag
Get
Retrieve a tag
Get Many
Retrieve many tags
Update
Update a tag
Create
Create a task
Delete
Delete a task
Get
Retrieve a task
Get Many
Retrieve many tasks
Update
Update a task
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