n8n-nodes-proposaly 0.1.5 → 0.2.1

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Files changed (113) hide show
  1. package/README.md +70 -7
  2. package/dist/credentials/ProposalyApi.credentials.d.ts +2 -1
  3. package/dist/credentials/ProposalyApi.credentials.js +16 -4
  4. package/dist/credentials/ProposalyApi.credentials.js.map +1 -1
  5. package/dist/credentials/proposaly.svg +1 -0
  6. package/dist/nodes/Proposaly/Proposaly.node.d.ts +3 -0
  7. package/dist/nodes/Proposaly/Proposaly.node.js +139 -22
  8. package/dist/nodes/Proposaly/Proposaly.node.js.map +1 -1
  9. package/dist/nodes/Proposaly/Proposaly.node.json +3 -3
  10. package/dist/nodes/Proposaly/ProposalyTrigger.node.d.ts +2 -0
  11. package/dist/nodes/Proposaly/ProposalyTrigger.node.js +145 -3
  12. package/dist/nodes/Proposaly/ProposalyTrigger.node.js.map +1 -1
  13. package/dist/nodes/Proposaly/actions/card/find.operation.d.ts +2 -0
  14. package/dist/nodes/Proposaly/actions/card/find.operation.js +21 -0
  15. package/dist/nodes/Proposaly/actions/card/find.operation.js.map +1 -0
  16. package/dist/nodes/Proposaly/actions/card/get-many.operation.d.ts +2 -0
  17. package/dist/nodes/Proposaly/actions/card/get-many.operation.js +17 -0
  18. package/dist/nodes/Proposaly/actions/card/get-many.operation.js.map +1 -0
  19. package/dist/nodes/Proposaly/actions/document/create.operation.d.ts +2 -0
  20. package/dist/nodes/Proposaly/actions/document/create.operation.js +6 -0
  21. package/dist/nodes/Proposaly/actions/document/create.operation.js.map +1 -1
  22. package/dist/nodes/Proposaly/actions/document/duplicate.operation.js +2 -0
  23. package/dist/nodes/Proposaly/actions/document/duplicate.operation.js.map +1 -1
  24. package/dist/nodes/Proposaly/actions/document/find.operation.js +2 -4
  25. package/dist/nodes/Proposaly/actions/document/find.operation.js.map +1 -1
  26. package/dist/nodes/Proposaly/actions/document/get-many.operation.d.ts +2 -0
  27. package/dist/nodes/Proposaly/actions/document/get-many.operation.js +18 -0
  28. package/dist/nodes/Proposaly/actions/document/get-many.operation.js.map +1 -0
  29. package/dist/nodes/Proposaly/actions/lead/add.operation.js +2 -1
  30. package/dist/nodes/Proposaly/actions/lead/add.operation.js.map +1 -1
  31. package/dist/nodes/Proposaly/actions/lead/archive.operation.js +2 -1
  32. package/dist/nodes/Proposaly/actions/lead/archive.operation.js.map +1 -1
  33. package/dist/nodes/Proposaly/actions/lead/find.operation.js +3 -2
  34. package/dist/nodes/Proposaly/actions/lead/find.operation.js.map +1 -1
  35. package/dist/nodes/Proposaly/actions/lead/get-many.operation.d.ts +2 -0
  36. package/dist/nodes/Proposaly/actions/lead/get-many.operation.js +24 -0
  37. package/dist/nodes/Proposaly/actions/lead/get-many.operation.js.map +1 -0
  38. package/dist/nodes/Proposaly/actions/lead/reactivate.operation.js +2 -1
  39. package/dist/nodes/Proposaly/actions/lead/reactivate.operation.js.map +1 -1
  40. package/dist/nodes/Proposaly/actions/lead/update.operation.js +2 -1
  41. package/dist/nodes/Proposaly/actions/lead/update.operation.js.map +1 -1
  42. package/dist/nodes/Proposaly/actions/note/create.operation.d.ts +2 -0
  43. package/dist/nodes/Proposaly/actions/note/create.operation.js +30 -0
  44. package/dist/nodes/Proposaly/actions/note/create.operation.js.map +1 -0
  45. package/dist/nodes/Proposaly/actions/note/delete.operation.d.ts +2 -0
  46. package/dist/nodes/Proposaly/actions/note/delete.operation.js +23 -0
  47. package/dist/nodes/Proposaly/actions/note/delete.operation.js.map +1 -0
  48. package/dist/nodes/Proposaly/actions/note/find.operation.d.ts +2 -0
  49. package/dist/nodes/Proposaly/actions/note/find.operation.js +19 -0
  50. package/dist/nodes/Proposaly/actions/note/find.operation.js.map +1 -0
  51. package/dist/nodes/Proposaly/actions/note/get-many.operation.d.ts +2 -0
  52. package/dist/nodes/Proposaly/actions/note/get-many.operation.js +21 -0
  53. package/dist/nodes/Proposaly/actions/note/get-many.operation.js.map +1 -0
  54. package/dist/nodes/Proposaly/actions/note/update.operation.d.ts +2 -0
  55. package/dist/nodes/Proposaly/actions/note/update.operation.js +24 -0
  56. package/dist/nodes/Proposaly/actions/note/update.operation.js.map +1 -0
  57. package/dist/nodes/Proposaly/actions/recipient/get-many.operation.d.ts +2 -0
  58. package/dist/nodes/Proposaly/actions/recipient/get-many.operation.js +25 -0
  59. package/dist/nodes/Proposaly/actions/recipient/get-many.operation.js.map +1 -0
  60. package/dist/nodes/Proposaly/actions/workspace/get-many.operation.d.ts +2 -0
  61. package/dist/nodes/Proposaly/actions/workspace/get-many.operation.js +19 -0
  62. package/dist/nodes/Proposaly/actions/workspace/get-many.operation.js.map +1 -0
  63. package/dist/nodes/Proposaly/actions/workspace/get-stages.operation.d.ts +2 -0
  64. package/dist/nodes/Proposaly/actions/workspace/get-stages.operation.js +24 -0
  65. package/dist/nodes/Proposaly/actions/workspace/get-stages.operation.js.map +1 -0
  66. package/dist/nodes/Proposaly/constants.d.ts +35 -1
  67. package/dist/nodes/Proposaly/constants.js +34 -2
  68. package/dist/nodes/Proposaly/constants.js.map +1 -1
  69. package/dist/nodes/Proposaly/descriptions/CardDescription.d.ts +3 -0
  70. package/dist/nodes/Proposaly/descriptions/CardDescription.js +110 -0
  71. package/dist/nodes/Proposaly/descriptions/CardDescription.js.map +1 -0
  72. package/dist/nodes/Proposaly/descriptions/DocumentDescription.js +84 -0
  73. package/dist/nodes/Proposaly/descriptions/DocumentDescription.js.map +1 -1
  74. package/dist/nodes/Proposaly/descriptions/LeadDescription.js +88 -1
  75. package/dist/nodes/Proposaly/descriptions/LeadDescription.js.map +1 -1
  76. package/dist/nodes/Proposaly/descriptions/NoteDescription.d.ts +3 -0
  77. package/dist/nodes/Proposaly/descriptions/NoteDescription.js +238 -0
  78. package/dist/nodes/Proposaly/descriptions/NoteDescription.js.map +1 -0
  79. package/dist/nodes/Proposaly/descriptions/RecipientDescription.js +55 -4
  80. package/dist/nodes/Proposaly/descriptions/RecipientDescription.js.map +1 -1
  81. package/dist/nodes/Proposaly/descriptions/WorkspaceDescription.js +59 -0
  82. package/dist/nodes/Proposaly/descriptions/WorkspaceDescription.js.map +1 -1
  83. package/dist/nodes/Proposaly/environments.d.ts +8 -0
  84. package/dist/nodes/Proposaly/environments.js +16 -0
  85. package/dist/nodes/Proposaly/environments.js.map +1 -0
  86. package/dist/nodes/Proposaly/notes.d.ts +42 -0
  87. package/dist/nodes/Proposaly/notes.js +167 -0
  88. package/dist/nodes/Proposaly/notes.js.map +1 -0
  89. package/dist/nodes/Proposaly/shape.d.ts +67 -0
  90. package/dist/nodes/Proposaly/shape.js +119 -0
  91. package/dist/nodes/Proposaly/shape.js.map +1 -0
  92. package/dist/nodes/Proposaly/transport.d.ts +1 -0
  93. package/dist/nodes/Proposaly/transport.js +33 -28
  94. package/dist/nodes/Proposaly/transport.js.map +1 -1
  95. package/dist/nodes/Proposaly/triggers/card.triggers.d.ts +2 -0
  96. package/dist/nodes/Proposaly/triggers/card.triggers.js +118 -0
  97. package/dist/nodes/Proposaly/triggers/card.triggers.js.map +1 -0
  98. package/dist/nodes/Proposaly/triggers/document.triggers.js +37 -45
  99. package/dist/nodes/Proposaly/triggers/document.triggers.js.map +1 -1
  100. package/dist/nodes/Proposaly/triggers/lead.triggers.js +18 -19
  101. package/dist/nodes/Proposaly/triggers/lead.triggers.js.map +1 -1
  102. package/dist/nodes/Proposaly/triggers/note.triggers.d.ts +2 -0
  103. package/dist/nodes/Proposaly/triggers/note.triggers.js +43 -0
  104. package/dist/nodes/Proposaly/triggers/note.triggers.js.map +1 -0
  105. package/dist/nodes/Proposaly/triggers/recipient.triggers.js +17 -27
  106. package/dist/nodes/Proposaly/triggers/recipient.triggers.js.map +1 -1
  107. package/dist/nodes/Proposaly/triggers/workspace.triggers.js +15 -24
  108. package/dist/nodes/Proposaly/triggers/workspace.triggers.js.map +1 -1
  109. package/dist/nodes/Proposaly/types.d.ts +39 -1
  110. package/dist/nodes/Proposaly/types.js.map +1 -1
  111. package/dist/package.json +5 -3
  112. package/dist/tsconfig.tsbuildinfo +1 -1
  113. package/package.json +5 -3
package/README.md CHANGED
@@ -30,6 +30,7 @@ This node supports the following resources and operations:
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  | Archive | Archive an existing lead |
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  | Delete | Permanently delete a lead |
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  | Find By ID | Retrieve a lead by its ID |
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+ | Get Many | List leads in a workspace (optional status filter) |
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  | Reactivate | Reactivate an archived lead |
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  | Update | Update lead properties |
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36
 
@@ -38,9 +39,12 @@ This node supports the following resources and operations:
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  | Operation | Description |
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  |-----------|-------------|
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  | Create | Create a new document |
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+ | Create From Lead | Create a document attached to a lead |
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+ | Create From Template | Create a document from a template |
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  | Delete | Permanently delete a document |
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  | Duplicate | Create a copy of an existing document |
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  | Find By ID | Retrieve a document by its ID |
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+ | Get Many | List documents in a workspace |
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  | Move Stage | Move a document to a different stage |
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  | Create View Only Link | Generate a shareable view-only link |
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50
  | Share | Share a document with recipients |
@@ -53,7 +57,8 @@ This node supports the following resources and operations:
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57
  |-----------|-------------|
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  | Add | Add a recipient to a document |
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  | Delete | Remove a recipient from a document |
56
- | Find | Find recipients on a document |
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+ | Find | Find a recipient by ID |
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+ | Get Many | List recipients on a document |
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  | Update | Update recipient details |
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  | Get Notification Settings | Retrieve notification preferences for a recipient |
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  | Update Notification Settings | Modify notification preferences for a recipient |
@@ -64,10 +69,50 @@ This node supports the following resources and operations:
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69
  |-----------|-------------|
65
70
  | Add | Add a new workspace |
66
71
  | Find By ID | Retrieve a workspace by its ID |
72
+ | Get Many | List workspaces in your company |
73
+ | Get Stages | List stages in a workspace |
74
+
75
+ ### Card
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+
77
+ Cards are documents in a **Card** workspace. Find and list return flattened lead metadata (`client_name`, first recipient `email` / `first_name` / `last_name` / `phone_number`). Nested `notes` are included by default; turn **Include Notes** off to skip those extra API calls.
78
+
79
+ | Operation | Description |
80
+ |-----------|-------------|
81
+ | Find By ID | Retrieve a card by its document ID |
82
+ | Get Many | List cards in a Card workspace |
83
+
84
+ ### Note
85
+
86
+ Notes attach to a document, card, or lead. Server-generated notes (`agent` / `order_fields`) are read-only.
87
+
88
+ | Operation | Description |
89
+ |-----------|-------------|
90
+ | Create | Create a note on a document, card, or lead |
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+ | Update | Update a note's title and/or body |
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+ | Delete | Permanently delete a note |
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+ | Find By ID | Retrieve a note by its ID |
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+ | Get Many | List notes on a document, card, or lead |
67
95
 
68
96
  ### Trigger Node
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97
 
70
- The package also includes a **Proposaly Trigger** node that listens for webhook events from Proposaly, allowing you to start workflows when events occur in your Proposaly account.
98
+ **Proposaly Trigger** is a **polling** trigger. It periodically asks Proposaly for new or changed records, then starts a workflow when it finds them.
99
+
100
+ | Event | Description |
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+ |-----------|-------------|
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+ | New Lead | New active lead in a workspace |
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+ | Archived Lead | Lead archived in a workspace |
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+ | Deleted Lead | Lead deleted in a workspace |
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+ | New Document | New document in a workspace |
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+ | Document Moved to New Stage | Document entered the selected stage |
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+ | New Card | New card in a Card workspace |
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+ | Card Moved to New Stage | Card entered the selected stage |
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+ | New Recipient | New recipient on a selected document |
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+ | New Note | New note on a selected document, card, or lead |
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+ | New Workspace | New workspace in the company |
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+
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+ The first production poll seeds the cursor and does not replay existing records. **Execute step** in the editor still returns a sample. **Limit** (default 50) caps how many new items are emitted on later polls.
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+
115
+ Lead trigger and lead action outputs include Zapier/Make-style fields: `client_name`, plus the first recipient lifted to `email`, `first_name`, `last_name`, and `phone_number`. The `recipients` array is still present. Lead, document, and card outputs include nested `notes` by default (up to 100 newest notes). Turn **Include Notes** off to avoid extra API usage.
71
116
 
72
117
  ## Credentials
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118
 
@@ -88,9 +133,11 @@ To authenticate with Proposaly, you need an API key from your Proposaly workspac
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133
  2. Click **Add Credential**
89
134
  3. Search for **Proposaly API**
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  4. Paste your API Key
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- 5. The default API URL is `https://api.proposaly.io/v2/public-api` (only change if instructed by Proposaly support)
136
+ 5. Choose **Environment**: **Test** (`test-api.proposaly.io`) or **Production** (`api.proposaly.io`)
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137
  6. Click **Save**
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138
 
139
+ Local `npm run dev` prints the Test vs Production hosts from `nodes/Proposaly/environments.ts` (same URLs as Zapier and Make). n8n Cloud forbids `process.env` in community nodes, so `.env` (`PROPOSALY_ENVIRONMENT=test`, see `.env.example`) documents local intent only — you still choose **Environment** on the credential. Existing credentials keep Production until you edit them and pick Test. API keys stay in n8n credentials, not in `.env`.
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+
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  ## Compatibility
95
142
 
96
143
  This node has been tested with n8n version **1.x** and later.
@@ -105,11 +152,13 @@ This node has been tested with n8n version **1.x** and later.
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152
  2. Select **Lead** as the resource
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153
  3. Select **Create** as the operation
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154
  4. Fill in the required fields:
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- - **Email**: The lead's email address
109
- - **First Name**: The lead's first name
110
- - **Last Name**: The lead's last name
155
+ - **Workspace**
156
+ - **Client Name**
157
+ - **Lead Type**, **Lead Source**, **Owner Email**, and **Country**
111
158
  5. Execute the node
112
159
 
160
+ Lead outputs include `lead_id`, `client_name`, and first-recipient `email` / `first_name` / `last_name` when recipients exist.
161
+
113
162
  ### Using with AI Agents
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163
 
115
164
  This node is compatible with n8n's AI Agent functionality. You can use it as a tool within AI workflows to automate proposal and document management based on natural language instructions.
@@ -127,7 +176,8 @@ return {
127
176
 
128
177
  ### Tips
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178
 
130
- - **Webhook Trigger**: Use the Proposaly Trigger node to automatically start workflows when documents are viewed, signed, or when other events occur
179
+ - **Polling Trigger**: Use the Proposaly Trigger node to start workflows on new leads, documents, recipients, workspaces, or stage moves. It polls; it does not receive webhooks.
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+ - **Get Many**: List operations return one n8n item per record, so downstream nodes run once per lead/document/recipient/workspace.
131
181
  - **Error Handling**: Enable "Continue On Fail" if you want your workflow to continue even if a Proposaly operation fails
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182
  - **Batch Operations**: When processing multiple items, the node automatically handles each item in the input
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183
 
@@ -142,6 +192,19 @@ return {
142
192
 
143
193
  See [CHANGELOG.md](CHANGELOG.md) for a detailed version history.
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194
 
195
+ ### 0.2.1
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+
197
+ - Same 0.2.0 node features; npm publish now uses Trusted Publishing (OIDC) from GitHub Actions
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+
199
+ ### 0.2.0
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+
201
+ - **Get Many** for leads, documents, recipients, and workspaces, plus **Get Workspace Stages**
202
+ - Lead outputs flattened to match Zapier/Make (`client_name`, first-recipient email/name/phone)
203
+ - Polling triggers seed on first production poll instead of replaying history
204
+ - Optional document labels and `copy_team_members` on create/duplicate
205
+ - Credential **Environment** (Test vs Production); URLs live in `nodes/Proposaly/environments.ts`
206
+ - **Note** and **Card** resources, nested notes, Include Notes toggle, and matching triggers
207
+
145
208
  ### 0.1.0
146
209
 
147
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  Initial release with support for:
@@ -1,8 +1,9 @@
1
- import type { IAuthenticateGeneric, ICredentialType, ICredentialTestRequest, INodeProperties } from 'n8n-workflow';
1
+ import type { IAuthenticateGeneric, ICredentialType, ICredentialTestRequest, Icon, INodeProperties } from 'n8n-workflow';
2
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  export declare class ProposalyApi implements ICredentialType {
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  name: string;
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  displayName: string;
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  documentationUrl: string;
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+ icon: Icon;
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  properties: INodeProperties[];
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  authenticate: IAuthenticateGeneric;
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  test: ICredentialTestRequest;
@@ -1,11 +1,13 @@
1
1
  "use strict";
2
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  Object.defineProperty(exports, "__esModule", { value: true });
3
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  exports.ProposalyApi = void 0;
4
+ const environments_1 = require("../nodes/Proposaly/environments");
4
5
  class ProposalyApi {
5
6
  constructor() {
6
7
  this.name = 'proposalyApi';
7
8
  this.displayName = 'Proposaly API';
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  this.documentationUrl = 'https://docs.proposaly.com/';
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+ this.icon = 'file:proposaly.svg';
9
11
  this.properties = [
10
12
  {
11
13
  displayName: 'API Key',
@@ -16,11 +18,21 @@ class ProposalyApi {
16
18
  default: '',
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19
  },
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20
  {
19
- displayName: 'Base URL',
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+ displayName: 'Environment',
20
22
  name: 'url',
21
- type: 'string',
22
- default: 'https://api.proposaly.io/v2/public-api',
23
- description: 'Override the default base URL for the API',
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+ type: 'options',
24
+ options: [
25
+ {
26
+ name: 'Production',
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+ value: environments_1.ProposalyApiUrls.production,
28
+ },
29
+ {
30
+ name: 'Test',
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+ value: environments_1.ProposalyApiUrls.test,
32
+ },
33
+ ],
34
+ default: environments_1.ProposalyApiUrls.production,
35
+ description: 'Proposaly API environment. Test uses test-api.proposaly.io; production uses api.proposaly.io.',
24
36
  },
25
37
  ];
26
38
  this.authenticate = {
@@ -1 +1 @@
1
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@@ -8,6 +8,9 @@ export declare class Proposaly implements INodeType {
8
8
  getDocuments(this: ILoadOptionsFunctions): Promise<INodePropertyOptions[]>;
9
9
  getArchivedLeads(this: ILoadOptionsFunctions): Promise<INodePropertyOptions[]>;
10
10
  getRecipients(this: ILoadOptionsFunctions): Promise<INodePropertyOptions[]>;
11
+ getWorkspaceLabels(this: ILoadOptionsFunctions): Promise<INodePropertyOptions[]>;
12
+ getCardWorkspaces(this: ILoadOptionsFunctions): Promise<INodePropertyOptions[]>;
13
+ getNoteParents(this: ILoadOptionsFunctions): Promise<INodePropertyOptions[]>;
11
14
  };
12
15
  };
13
16
  execute(this: IExecuteFunctions): Promise<INodeExecutionData[][] | null>;
@@ -6,28 +6,43 @@ const create_operation_1 = require("./actions/document/create.operation");
6
6
  const delete_operation_1 = require("./actions/document/delete.operation");
7
7
  const duplicate_operation_1 = require("./actions/document/duplicate.operation");
8
8
  const find_operation_1 = require("./actions/document/find.operation");
9
+ const get_many_operation_1 = require("./actions/document/get-many.operation");
10
+ const find_operation_2 = require("./actions/card/find.operation");
11
+ const get_many_operation_2 = require("./actions/card/get-many.operation");
12
+ const create_operation_2 = require("./actions/note/create.operation");
13
+ const delete_operation_2 = require("./actions/note/delete.operation");
14
+ const find_operation_3 = require("./actions/note/find.operation");
15
+ const get_many_operation_3 = require("./actions/note/get-many.operation");
16
+ const update_operation_1 = require("./actions/note/update.operation");
9
17
  const move_operation_1 = require("./actions/document/move.operation");
10
18
  const share_link_operation_1 = require("./actions/document/share-link.operation");
11
19
  const share_operation_1 = require("./actions/document/share.operation");
12
20
  const transfer_operation_1 = require("./actions/document/transfer.operation");
13
- const update_operation_1 = require("./actions/document/update.operation");
21
+ const update_operation_2 = require("./actions/document/update.operation");
14
22
  const add_operation_1 = require("./actions/lead/add.operation");
15
23
  const archive_operation_1 = require("./actions/lead/archive.operation");
16
- const delete_operation_2 = require("./actions/lead/delete.operation");
17
- const find_operation_2 = require("./actions/lead/find.operation");
24
+ const delete_operation_3 = require("./actions/lead/delete.operation");
25
+ const find_operation_4 = require("./actions/lead/find.operation");
26
+ const get_many_operation_4 = require("./actions/lead/get-many.operation");
18
27
  const reactivate_operation_1 = require("./actions/lead/reactivate.operation");
19
- const update_operation_2 = require("./actions/lead/update.operation");
28
+ const update_operation_3 = require("./actions/lead/update.operation");
20
29
  const add_operation_2 = require("./actions/recipient/add.operation");
21
- const delete_operation_3 = require("./actions/recipient/delete.operation");
22
- const find_operation_3 = require("./actions/recipient/find.operation");
30
+ const delete_operation_4 = require("./actions/recipient/delete.operation");
31
+ const find_operation_5 = require("./actions/recipient/find.operation");
32
+ const get_many_operation_5 = require("./actions/recipient/get-many.operation");
23
33
  const get_notification_operation_1 = require("./actions/recipient/get-notification.operation");
24
34
  const update_notification_operation_1 = require("./actions/recipient/update-notification.operation");
25
- const update_operation_3 = require("./actions/recipient/update.operation");
35
+ const update_operation_4 = require("./actions/recipient/update.operation");
26
36
  const add_operation_3 = require("./actions/workspace/add.operation");
27
- const find_operation_4 = require("./actions/workspace/find.operation");
37
+ const find_operation_6 = require("./actions/workspace/find.operation");
38
+ const get_many_operation_6 = require("./actions/workspace/get-many.operation");
39
+ const get_stages_operation_1 = require("./actions/workspace/get-stages.operation");
28
40
  const constants_1 = require("./constants");
41
+ const notes_1 = require("./notes");
29
42
  const DocumentDescription_1 = require("./descriptions/DocumentDescription");
43
+ const CardDescription_1 = require("./descriptions/CardDescription");
30
44
  const LeadDescription_1 = require("./descriptions/LeadDescription");
45
+ const NoteDescription_1 = require("./descriptions/NoteDescription");
31
46
  const RecipientDescription_1 = require("./descriptions/RecipientDescription");
32
47
  const WorkspaceDescription_1 = require("./descriptions/WorkspaceDescription");
33
48
  const transport_1 = require("./transport");
@@ -37,7 +52,12 @@ async function executeItems(context, handler) {
37
52
  for (let i = 0; i < items.length; i++) {
38
53
  try {
39
54
  const result = await handler(i);
40
- returnData.push(result);
55
+ if (Array.isArray(result)) {
56
+ returnData.push(...result);
57
+ }
58
+ else {
59
+ returnData.push(result);
60
+ }
41
61
  }
42
62
  catch (error) {
43
63
  if (context.continueOnFail()) {
@@ -59,7 +79,7 @@ class Proposaly {
59
79
  group: ['transform'],
60
80
  version: 1,
61
81
  usableAsTool: true,
62
- description: 'Consume Proposaly API',
82
+ description: 'Unify presentations, proposals, agreements, and payments in Proposaly',
63
83
  subtitle: '={{$parameter["operation"] + ": " + $parameter["resource"]}}',
64
84
  defaults: {
65
85
  name: 'Proposaly',
@@ -78,17 +98,25 @@ class Proposaly {
78
98
  name: constants_1.Fields.Resource,
79
99
  type: 'options',
80
100
  options: [
101
+ {
102
+ name: 'Card',
103
+ value: constants_1.Resources.Card,
104
+ },
105
+ {
106
+ name: 'Document',
107
+ value: constants_1.Resources.Document,
108
+ },
81
109
  {
82
110
  name: 'Lead',
83
111
  value: constants_1.Resources.Lead,
84
112
  },
85
113
  {
86
- name: 'Recipient',
87
- value: constants_1.Resources.Recipient,
114
+ name: 'Note',
115
+ value: constants_1.Resources.Note,
88
116
  },
89
117
  {
90
- name: 'Document',
91
- value: constants_1.Resources.Document,
118
+ name: 'Recipient',
119
+ value: constants_1.Resources.Recipient,
92
120
  },
93
121
  {
94
122
  name: 'Workspace',
@@ -105,6 +133,10 @@ class Proposaly {
105
133
  ...RecipientDescription_1.recipientFields,
106
134
  ...DocumentDescription_1.documentOperations,
107
135
  ...DocumentDescription_1.documentFields,
136
+ ...CardDescription_1.cardOperations,
137
+ ...CardDescription_1.cardFields,
138
+ ...NoteDescription_1.noteOperations,
139
+ ...NoteDescription_1.noteFields,
108
140
  ...WorkspaceDescription_1.workspaceOperations,
109
141
  ...WorkspaceDescription_1.workspaceFields,
110
142
  ],
@@ -182,6 +214,43 @@ class Proposaly {
182
214
  value: recipient.recipient_id,
183
215
  }));
184
216
  },
217
+ async getWorkspaceLabels() {
218
+ var _a, _b;
219
+ const workspaceId = this.getNodeParameter(constants_1.Fields.WorkspaceId, 0);
220
+ if (!workspaceId) {
221
+ throw new n8n_workflow_1.NodeOperationError(this.getNode(), 'The parameter "Workspace ID" has to be set to load labels!');
222
+ }
223
+ const response = await (0, transport_1.proposalyRequest)(this, {
224
+ method: 'GET',
225
+ path: '/workspaces',
226
+ qs: {
227
+ workspace_id: workspaceId,
228
+ },
229
+ });
230
+ const workspaces = Array.isArray(response) ? response : [];
231
+ const labels = (_b = (_a = workspaces[0]) === null || _a === void 0 ? void 0 : _a.labels) !== null && _b !== void 0 ? _b : [];
232
+ return labels.map((label) => ({
233
+ name: label.title,
234
+ value: label.label_key,
235
+ }));
236
+ },
237
+ async getCardWorkspaces() {
238
+ const workspaces = await (0, transport_1.proposalyRequest)(this, {
239
+ method: 'GET',
240
+ path: '/workspaces',
241
+ });
242
+ const items = Array.isArray(workspaces) ? workspaces : [];
243
+ return items
244
+ .filter((workspace) => workspace.workspace_type === 'card')
245
+ .map((workspace) => ({
246
+ name: workspace.workspace_name,
247
+ value: workspace.workspace_id,
248
+ }));
249
+ },
250
+ async getNoteParents() {
251
+ const workspaceId = this.getNodeParameter(constants_1.Fields.WorkspaceId, 0) || '';
252
+ return (0, notes_1.listNoteParentOptions)(this, workspaceId);
253
+ },
185
254
  },
186
255
  };
187
256
  }
@@ -197,16 +266,19 @@ class Proposaly {
197
266
  return executeItems(this, (i) => (0, archive_operation_1.archiveLeadOperation)(this, items, i));
198
267
  }
199
268
  if (operation === constants_1.LeadOperations.Delete) {
200
- return executeItems(this, (i) => (0, delete_operation_2.deleteLeadOperation)(this, items, i));
269
+ return executeItems(this, (i) => (0, delete_operation_3.deleteLeadOperation)(this, items, i));
201
270
  }
202
271
  if (operation === constants_1.LeadOperations.Update) {
203
- return executeItems(this, (i) => (0, update_operation_2.updateLeadOperation)(this, items, i));
272
+ return executeItems(this, (i) => (0, update_operation_3.updateLeadOperation)(this, items, i));
204
273
  }
205
274
  if (operation === constants_1.LeadOperations.Reactivate) {
206
275
  return executeItems(this, (i) => (0, reactivate_operation_1.reactivateLeadOperation)(this, items, i));
207
276
  }
208
277
  if (operation === constants_1.LeadOperations.FindById) {
209
- return executeItems(this, (i) => (0, find_operation_2.findLeadByIdOperation)(this, items, i));
278
+ return executeItems(this, (i) => (0, find_operation_4.findLeadByIdOperation)(this, items, i));
279
+ }
280
+ if (operation === constants_1.LeadOperations.GetMany) {
281
+ return executeItems(this, (i) => (0, get_many_operation_4.getManyLeadsOperation)(this, i));
210
282
  }
211
283
  }
212
284
  if (resource === constants_1.Resources.Document) {
@@ -214,9 +286,11 @@ class Proposaly {
214
286
  return executeItems(this, (i) => {
215
287
  const workspaceId = this.getNodeParameter(constants_1.Fields.WorkspaceId, i);
216
288
  const title = this.getNodeParameter(constants_1.Fields.DocumentTitle, i);
289
+ const labels = this.getNodeParameter(constants_1.Fields.Labels, i, []);
217
290
  return (0, create_operation_1.createDocumentOperation)(this, items, i, {
218
291
  workspaceId,
219
292
  title,
293
+ labels,
220
294
  });
221
295
  });
222
296
  }
@@ -225,10 +299,12 @@ class Proposaly {
225
299
  const workspaceId = this.getNodeParameter(constants_1.Fields.WorkspaceId, i);
226
300
  const title = this.getNodeParameter(constants_1.Fields.DocumentTitle, i);
227
301
  const leadId = this.getNodeParameter(constants_1.Fields.LeadId, i);
302
+ const labels = this.getNodeParameter(constants_1.Fields.Labels, i, []);
228
303
  return (0, create_operation_1.createDocumentOperation)(this, items, i, {
229
304
  workspaceId,
230
305
  title,
231
306
  leadId,
307
+ labels,
232
308
  });
233
309
  });
234
310
  }
@@ -241,6 +317,8 @@ class Proposaly {
241
317
  const copyPriceQuote = this.getNodeParameter(constants_1.Fields.CopyPriceQuote, i, false);
242
318
  const copyAddons = this.getNodeParameter(constants_1.Fields.CopyAddons, i, false);
243
319
  const copyAttachments = this.getNodeParameter(constants_1.Fields.CopyAttachments, i, false);
320
+ const copyTeamMembers = this.getNodeParameter(constants_1.Fields.CopyTeamMembers, i, false);
321
+ const labels = this.getNodeParameter(constants_1.Fields.Labels, i, []);
244
322
  return (0, create_operation_1.createDocumentOperation)(this, items, i, {
245
323
  workspaceId,
246
324
  title,
@@ -249,6 +327,8 @@ class Proposaly {
249
327
  copyPriceQuote,
250
328
  copyAddons,
251
329
  copyAttachments,
330
+ copyTeamMembers,
331
+ labels,
252
332
  });
253
333
  });
254
334
  }
@@ -275,24 +355,55 @@ class Proposaly {
275
355
  return executeItems(this, (i) => (0, transfer_operation_1.transferDocumentOwnershipOperation)(this, items, i));
276
356
  }
277
357
  if (operation === constants_1.DocumentOperations.Update) {
278
- return executeItems(this, (i) => (0, update_operation_1.updateDocumentOperation)(this, items, i));
358
+ return executeItems(this, (i) => (0, update_operation_2.updateDocumentOperation)(this, items, i));
279
359
  }
280
360
  if (operation === constants_1.DocumentOperations.FindById) {
281
361
  return executeItems(this, (i) => (0, find_operation_1.findDocumentOperation)(this, items, i));
282
362
  }
363
+ if (operation === constants_1.DocumentOperations.GetMany) {
364
+ return executeItems(this, (i) => (0, get_many_operation_1.getManyDocumentsOperation)(this, i));
365
+ }
366
+ }
367
+ if (resource === constants_1.Resources.Card) {
368
+ if (operation === constants_1.CardOperations.FindById) {
369
+ return executeItems(this, (i) => (0, find_operation_2.findCardOperation)(this, items, i));
370
+ }
371
+ if (operation === constants_1.CardOperations.GetMany) {
372
+ return executeItems(this, (i) => (0, get_many_operation_2.getManyCardsOperation)(this, i));
373
+ }
374
+ }
375
+ if (resource === constants_1.Resources.Note) {
376
+ if (operation === constants_1.NoteOperations.Create) {
377
+ return executeItems(this, (i) => (0, create_operation_2.createNoteOperation)(this, items, i));
378
+ }
379
+ if (operation === constants_1.NoteOperations.Update) {
380
+ return executeItems(this, (i) => (0, update_operation_1.updateNoteOperation)(this, items, i));
381
+ }
382
+ if (operation === constants_1.NoteOperations.Delete) {
383
+ return executeItems(this, (i) => (0, delete_operation_2.deleteNoteOperation)(this, items, i));
384
+ }
385
+ if (operation === constants_1.NoteOperations.FindById) {
386
+ return executeItems(this, (i) => (0, find_operation_3.findNoteOperation)(this, items, i));
387
+ }
388
+ if (operation === constants_1.NoteOperations.GetMany) {
389
+ return executeItems(this, (i) => (0, get_many_operation_3.getManyNotesOperation)(this, i));
390
+ }
283
391
  }
284
392
  if (resource === constants_1.Resources.Recipient) {
285
393
  if (operation === constants_1.RecipientOperations.Add) {
286
394
  return executeItems(this, (i) => (0, add_operation_2.addRecipientOperation)(this, items, i));
287
395
  }
288
396
  if (operation === constants_1.RecipientOperations.Update) {
289
- return executeItems(this, (i) => (0, update_operation_3.updateRecipientOperation)(this, items, i));
397
+ return executeItems(this, (i) => (0, update_operation_4.updateRecipientOperation)(this, items, i));
290
398
  }
291
399
  if (operation === constants_1.RecipientOperations.Delete) {
292
- return executeItems(this, (i) => (0, delete_operation_3.deleteRecipientOperation)(this, items, i));
400
+ return executeItems(this, (i) => (0, delete_operation_4.deleteRecipientOperation)(this, items, i));
293
401
  }
294
402
  if (operation === constants_1.RecipientOperations.Find) {
295
- return executeItems(this, (i) => (0, find_operation_3.findRecipientOperation)(this, items, i));
403
+ return executeItems(this, (i) => (0, find_operation_5.findRecipientOperation)(this, items, i));
404
+ }
405
+ if (operation === constants_1.RecipientOperations.GetMany) {
406
+ return executeItems(this, (i) => (0, get_many_operation_5.getManyRecipientsOperation)(this, i));
296
407
  }
297
408
  if (operation === constants_1.RecipientOperations.UpdateNotificationSettings) {
298
409
  return executeItems(this, (i) => (0, update_notification_operation_1.updateRecipientNotificationOperation)(this, items, i));
@@ -306,7 +417,13 @@ class Proposaly {
306
417
  return executeItems(this, (i) => (0, add_operation_3.addWorkspaceOperation)(this, items, i));
307
418
  }
308
419
  if (operation === constants_1.WorkspaceOperations.FindById) {
309
- return executeItems(this, (i) => (0, find_operation_4.findWorkspaceOperation)(this, items, i));
420
+ return executeItems(this, (i) => (0, find_operation_6.findWorkspaceOperation)(this, items, i));
421
+ }
422
+ if (operation === constants_1.WorkspaceOperations.GetMany) {
423
+ return executeItems(this, (i) => (0, get_many_operation_6.getManyWorkspacesOperation)(this, i));
424
+ }
425
+ if (operation === constants_1.WorkspaceOperations.GetStages) {
426
+ return executeItems(this, (i) => (0, get_stages_operation_1.getWorkspaceStagesOperation)(this, i));
310
427
  }
311
428
  }
312
429
  return null;
@@ -1 +1 @@
1
- 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@@ -3,17 +3,17 @@
3
3
  "nodeVersion": "1.0",
4
4
  "codexVersion": "1.0",
5
5
  "categories": [
6
- "Data Transformation"
6
+ "Sales"
7
7
  ],
8
8
  "resources": {
9
9
  "credentialDocumentation": [
10
10
  {
11
- "url": "https://api.proposaly.io/redoc"
11
+ "url": "https://docs.proposaly.com/"
12
12
  }
13
13
  ],
14
14
  "primaryDocumentation": [
15
15
  {
16
- "url": "https://github.com/ADCORE-INC/n8n.proposaly.io"
16
+ "url": "https://github.com/ADCORE-INC/n8n-nodes-proposaly"
17
17
  }
18
18
  ]
19
19
  }
@@ -6,6 +6,8 @@ export declare class ProposalyTrigger implements INodeType {
6
6
  getWorkspaces(this: ILoadOptionsFunctions): Promise<INodePropertyOptions[]>;
7
7
  getWorkspaceStages(this: ILoadOptionsFunctions): Promise<INodePropertyOptions[]>;
8
8
  getDocuments(this: ILoadOptionsFunctions): Promise<INodePropertyOptions[]>;
9
+ getCardWorkspaces(this: ILoadOptionsFunctions): Promise<INodePropertyOptions[]>;
10
+ getNoteParents(this: ILoadOptionsFunctions): Promise<INodePropertyOptions[]>;
9
11
  };
10
12
  };
11
13
  poll(this: IPollFunctions): Promise<INodeExecutionData[][] | null>;