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Created by
Proposaly
Last update
a month ago
Proposaly integration
is built and maintained by our partners at Proposaly and verified by n8n. That means it’s solid, safe, and ready to help you tap into some great capabilities.
Create Document
Create a new document in a workspace using the master template
Create Document From Lead
Create a new document in a workspace from a lead
Create Document From Template
Create a new document in a workspace from a template
Create Document View Only Link
Create a view only link for a document
Delete Document
Delete a document in a workspace
Duplicate Document
Creates a duplicate of an existing document within the same workspace
Find Document By ID
Find a document in a workspace by ID
Move Document Stage
Move a document to a different stage
Share Document
Sends a share notification to recipients
Transfer Document Ownership
Transfer ownership of a document to a new owner
Update Document
Update a document in a workspace
Archive Lead
Archive a lead in a workspace
Create Lead
Create a new lead in a workspace
Delete Lead
Delete a lead in a workspace
Find Lead By ID
Find a lead in a workspace by ID
Reactivate Lead
Reactivate an archived lead in a workspace
Update Lead
Update a lead in a workspace
Add Recipient
Add a recipient to a document
Delete Recipient
Delete a recipient from a document
Find Recipient
Find a recipient by ID
Get Recipient Notification Settings
Retrieve notification preferences of a recipient
Update Recipient
Update a recipient in a document
Update Recipient Notification Settings
Update notification preferences of a recipient
Create Workspace
Create a new workspace
Find Workspace By ID
Find a workspace by ID
Verified nodes need a quick setup by an instance owner first, but after that, everyone on the instance can start using them in their workflows. Learn more here.
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