Changelog - Portal.io API

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.

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: ProposalStatusChanged, ProposalBuildStatusChanged, ProposalOutlineStatusChanged, PersonModification, PaymentStatusChange, OrderStatusChange. See Webhook Events for payload details.

Updates

​April 14, 2026

April 14, 2026