Changelog

A record of additions, changes, and fixes to the Portal.io API. Check here to see what’s new and whether your integration needs updating.

This page tracks changes to the Portal.io API itself — new endpoints, changed behavior, and deprecations. Documentation-only updates are not listed here.

Entries are in reverse chronological order. Breaking changes are marked with 🚨 so you can quickly identify anything that may require updates to your integration.

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April 14, 2026

Proposal management, AI Builder, and webhook endpoints

Added — Proposal write endpoints

New POST endpoints for the full proposal lifecycle:

• POST /public/proposals — Create a new proposal
• POST /public/proposals/{ProposalId} — Update proposal name and status
• POST /public/proposals/{ProposalId}/description — Update proposal description
• POST /public/proposals/{ProposalId}/internalnotes — Update internal notes
• POST /public/proposals/{ProposalId}/contact/{ContactId} — Assign a contact to a proposal
• POST /public/proposals/{ProposalId}/location/{LocationId} — Assign a location to a proposal (triggers tax calculation)
• POST /public/proposals/{ProposalId}/area — Add an area to a proposal
• POST /public/proposals/{ProposalId}/area/{AreaId}/option — Add an option to an area
• POST /public/proposals/{ProposalId}/area/{AreaId}/option/{OptionId}/clientdescription — Update area option client description
• POST /public/proposals/{ProposalId}/area/{AreaId}/option/{OptionId}/installernotes — Update area option installer notes

Added — AI Builder endpoints

New endpoints for AI-powered proposal generation:

• POST /public/ai/content — Upload reference content for AI proposals
• DELETE /public/ai/content/{ContentId} — Delete uploaded content
• GET /public/ai/content — List uploaded content
• POST /public/ai/generate-outline — Generate a proposal outline from uploaded content
• GET /public/ai/outline/{OutlineId} — Retrieve a generated outline
• POST /public/ai/build-proposal — Build a full proposal from an outline

Added — Webhook subscription endpoints

New endpoints for managing webhook subscriptions and receiving real-time event notifications:

• POST /public/webhook/subscribe — Create a webhook subscription
• GET /public/webhook/subscriptions — List active subscriptions
• POST /public/webhook/subscription/{SubscriptionId} — Update a subscription
• DELETE /public/webhook/unsubscribe/{SubscriptionId} — Delete a subscription

Supported event types: proposal.status_changed, proposal.build.status_update, proposal.outline.status_update. See Webhook Events for payload details.