The Onbrdly API is now live

Onbrdly now connects to the rest of your stack.

The Integration API is live, which means you can generate proposal drafts and pull proposal data from your CRM, your automation platform, or any internal tool you already use.

What you can do with it

Generate proposal drafts from anywhere. Send through a company name, your discovery notes, and the brand style you want applied. Onbrdly builds the draft. Generate from scratch, from one of your templates, or styled to a specific brand. Drafts land in your account ready for review, so nothing reaches a client until you send it.

Access your proposals and templates programmatically. List every proposal in your account, pull metadata on any individual proposal, browse your template library, and check the status of any generation in progress.

Drop it into existing automations. Idempotency support is built in, so the same trigger firing twice will never create a duplicate proposal. It sits inside an automation and behaves predictably.

What this unlocks

A deal hits your proposal stage in the CRM, your automation fires, and a draft is generated in Onbrdly without anyone opening the builder.

A discovery call finishes, the notes get pushed through automatically, and a draft is generated while you move on to the next thing.

High-volume proposal workflows across repeat service lines run off a trigger instead of a manual build, every time, in your brand.

How to get started

Open Settings by clicking the cog icon in the left sidebar, then select the API tab. Generate your key there.

Full documentation, including every available endpoint and request format, is available in the API docs here: https://platform.onbrdly.app/api/v1/docs/