Create Proposal
Creates a new proposal in Better Proposals.
from composio_llamaindex import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.CREATE_PROPOSAL])
Send Proposal
Sends an existing proposal to a specified client.
from composio_llamaindex import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.SEND_PROPOSAL])
Update Proposal
Updates an existing proposal with new information.
from composio_llamaindex import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.UPDATE_PROPOSAL])
Delete Proposal
Deletes an existing proposal from the system.
from composio_llamaindex import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.DELETE_PROPOSAL])
Create Template
Creates a new proposal template in Better Proposals.
from composio_llamaindex import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.CREATE_TEMPLATE])
Update Template
Updates an existing proposal template.
from composio_llamaindex import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.UPDATE_TEMPLATE])
Delete Template
Deletes an existing proposal template from the system.
from composio_llamaindex import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.DELETE_TEMPLATE])
Set Expiration Date
Sets or updates the expiration date for a proposal.
from composio_llamaindex import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.SET_EXPIRATION_DATE])
Add Client
Adds a new client to the Better Proposals system.
from composio_llamaindex import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.ADD_CLIENT])
Update Client
Updates an existing client's information in the system.
from composio_llamaindex import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.UPDATE_CLIENT])
Delete Client
Deletes a client from the Better Proposals system.
from composio_llamaindex import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.DELETE_CLIENT])
Generate PDF
Generates a PDF version of a specified proposal.
from composio_llamaindex import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.GENERATE_PDF])
Send Reminder
Sends a reminder to a client about a pending proposal.
from composio_llamaindex import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.SEND_REMINDER])
Create Invoice
Creates an invoice based on an accepted proposal.
from composio_llamaindex import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.CREATE_INVOICE])
Generate Report
Generates a report on proposal performance and statistics.
from composio_llamaindex import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.GENERATE_REPORT])
Duplicate Proposal
Creates a duplicate of an existing proposal.
from composio_llamaindex import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.DUPLICATE_PROPOSAL])
Archive Proposal
Archives an existing proposal for record-keeping.
from composio_llamaindex import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.ARCHIVE_PROPOSAL])
Restore Archived Proposal
Restores a previously archived proposal to active status.
from composio_llamaindex import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.RESTORE_ARCHIVED_PROPOSAL])
Set Proposal Status
Updates the status of a proposal (e.g., draft, sent, accepted).
from composio_llamaindex import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.SET_PROPOSAL_STATUS])
New Proposal Created
Triggered when a new proposal is created in Better Proposals.
from composio_llamaindex import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.NEW_PROPOSAL_CREATED])
Proposal Sent
Triggered when a proposal is sent to a client.
from composio_llamaindex import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.PROPOSAL_SENT])
Proposal Viewed
Triggered when a client views a proposal.
from composio_llamaindex import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.PROPOSAL_VIEWED])
Proposal Accepted
Triggered when a client accepts a proposal.
from composio_llamaindex import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.PROPOSAL_ACCEPTED])
Proposal Declined
Triggered when a client declines a proposal.
from composio_llamaindex import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.PROPOSAL_DECLINED])
New Template Created
Triggered when a new proposal template is created.
from composio_llamaindex import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.NEW_TEMPLATE_CREATED])
Proposal Expired
Triggered when a proposal reaches its expiration date.
from composio_llamaindex import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.PROPOSAL_EXPIRED])
Client Signed
Triggered when a client signs a proposal.
from composio_llamaindex import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.CLIENT_SIGNED])
Payment Received
Triggered when a payment is received for an accepted proposal.
from composio_llamaindex import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.PAYMENT_RECEIVED])