Create Client
Create a new client profile in the system
from composio_langchain import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.CREATE_CLIENT_ACTION])
Update Client
Update existing client information
from composio_langchain import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.UPDATE_CLIENT_ACTION])
Delete Client
Remove a client from the system
from composio_langchain import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.DELETE_CLIENT_ACTION])
Add Client Note
Add a note to a client's profile
from composio_langchain import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.ADD_CLIENT_NOTE_ACTION])
Schedule Appointment
Schedule an appointment with a client
from composio_langchain import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.SCHEDULE_APPOINTMENT_ACTION])
Cancel Appointment
Cancel a scheduled appointment with a client
from composio_langchain import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.CANCEL_APPOINTMENT_ACTION])
Send Invoice
Generate and send an invoice to a client
from composio_langchain import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.SEND_INVOICE_ACTION])
Record Payment
Record a payment received from a client
from composio_langchain import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.RECORD_PAYMENT_ACTION])
Assign Task
Assign a task related to a client
from composio_langchain import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.ASSIGN_TASK_ACTION])
Generate Report
Generate a report for a specific client
from composio_langchain import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.GENERATE_REPORT_ACTION])
Send Email
Send an email to a client
from composio_langchain import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.SEND_EMAIL_ACTION])
Create Project
Create a new project for a client
from composio_langchain import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.CREATE_PROJECT_ACTION])
Update Project Status
Update the status of a client's project
from composio_langchain import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.UPDATE_PROJECT_STATUS_ACTION])
Add Client Document
Upload and attach a document to a client's profile
from composio_langchain import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.ADD_CLIENT_DOCUMENT_ACTION])
Set Client Reminder
Set a reminder for a specific client
from composio_langchain import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.SET_CLIENT_REMINDER_ACTION])
New Client Created
Triggered when a new client is added to the system
from composio_langchain import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.NEW_CLIENT_CREATED_TRIGGER])
Appointment Scheduled
Triggered when a new appointment is scheduled
from composio_langchain import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.APPOINTMENT_SCHEDULED_TRIGGER])
Appointment Cancelled
Triggered when an appointment is cancelled
from composio_langchain import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.APPOINTMENT_CANCELLED_TRIGGER])
Invoice Sent
Triggered when an invoice is sent to a client
from composio_langchain import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.INVOICE_SENT_TRIGGER])
Payment Received
Triggered when a payment is recorded from a client
from composio_langchain import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.PAYMENT_RECEIVED_TRIGGER])
Task Completed
Triggered when a client-related task is marked as completed
from composio_langchain import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.TASK_COMPLETED_TRIGGER])
Client Birthday
Triggered on a client's birthday
from composio_langchain import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.CLIENT_BIRTHDAY_TRIGGER])
Project Milestone Reached
Triggered when a project milestone is achieved
from composio_langchain import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.PROJECT_MILESTONE_REACHED_TRIGGER])
Client Inactive
Triggered when a client becomes inactive for a specified period
from composio_langchain import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.CLIENT_INACTIVE_TRIGGER])
Document Expiry
Triggered when a client's document is about to expire
from composio_langchain import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.DOCUMENT_EXPIRY_TRIGGER])
Client Feedback Received
Triggered when a client submits feedback
from composio_langchain import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.CLIENT_FEEDBACK_RECEIVED_TRIGGER])
Contract Renewal Due
Triggered when a client's contract is due for renewal
from composio_langchain import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.CONTRACT_RENEWAL_DUE_TRIGGER])
Client Budget Exceeded
Triggered when a client's project exceeds the set budget
from composio_langchain import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.CLIENT_BUDGET_EXCEEDED_TRIGGER])
New Client Referral
Triggered when a new client is referred by an existing client
from composio_langchain import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.NEW_CLIENT_REFERRAL_TRIGGER])