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Proposaly Trigger

Unify presentations, proposals, agreements, and payments in Proposaly

Proposaly Trigger

AI-generated

Summary

Poll Proposaly for selected events on a schedule and emit newly detected records as n8n items. Choose an event, set its required workspace, stage, parent, or document filters, and optionally limit results or include nested notes where available.

Inputs

  • Poll Times — Sets one or more polling schedules, such as every minute, hour, day, week, month, every X minutes or hours, or a custom cron expression. Defaults to every minute.
  • Trigger On (required) — Selects the event to watch: archived, deleted, or new lead; document or card moved to a stage; new card, document, note, recipient, or workspace.
  • Workspace Name or ID — For lead and document events, select or provide the workspace ID; required for those events. For new note, this is optional and helps populate parent choices.
  • Card Workspace Name or ID — Required for new card and card moved to new stage events. Select or provide the ID of a card workspace.
  • Parent Name or ID — Required for new note events. Select or provide the ID of the document or lead whose notes to watch; names are not accepted.
  • Source — For new note events, optionally restricts notes to a source such as email, meeting, or Slack. Leave empty to watch all sources.
  • Stage Name or ID — Required for document moved to new stage and card moved to new stage events. Select or provide the target stage ID.
  • Document Name or ID — Required for new recipient events. Select or provide the document ID whose recipients to watch.
  • Include Notes — For lead, document, and card events that expose this option, controls whether nested notes are included. Defaults to true.
  • Limit — Maximum number of newly detected records emitted per poll; defaults to 50.

Output shape

Zero or more n8n items, each containing one detected record in its json field; no items are returned when no new matching records are found.

The operation polls the Proposaly API and tracks previously seen record IDs between polls. Lead and card records are flattened, and lead, document, and card items can include nested notes. The first manual poll emits at most one existing record; the initial scheduled poll records the latest ID without emitting existing records.

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