Rise CRMInstall

Summary

Creates a new proposal in Rise CRM with specified details like client, date, status, and discounts.

Inputs

• client_id (required) — The client to associate the proposal with. Choose from the dropdown or enter an ID using an expression.
• proposal_date (required) — The date of the proposal.
• project_id — Optional: The project to associate the proposal with.
• valid_until — Optional: The date until which the proposal remains valid.
• note — Optional: A note to attach to the proposal.
• status — Optional: The status of the proposal (Draft, Sent, Accepted, Declined). Defaults to 'Draft'.
• tax_id — Optional: A tax identifier.
• tax_id2 — Optional: A second tax identifier.
• discount_amount — Optional: The amount of the discount.
• discount_amount_type — Optional: The type of discount amount (Percentage or Fixed Amount). Defaults to 'percentage'.
• discount_type — Optional: When the discount applies (Before Tax or After Tax). Defaults to 'before_tax'.

Output shape

A single record representing the newly created proposal.

The operation returns the created proposal object from the API.

Examples

Example 1: Create a standard draft proposal for a client.

Set client_id, proposal_date, and status='draft'.

Example 2: Create a proposal with a discount applied.

Set client_id, proposal_date, discount_amount, discount_amount_type, and discount_type.

Links

• n8n community nodes installation guide