Create Proposal
Creates a new proposal in GoProposal with specified details.
from composio_langchain import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.CREATE_PROPOSAL])
Send Proposal
Sends an existing proposal to the client via email.
from composio_langchain import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.SEND_PROPOSAL])
Update Proposal Status
Updates the status of an existing proposal (e.g., draft, sent, accepted, rejected).
from composio_langchain import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.UPDATE_PROPOSAL_STATUS])
Add Line Item
Adds a new line item to an existing proposal.
from composio_langchain import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.ADD_LINE_ITEM])
Remove Line Item
Removes a specific line item from an existing proposal.
from composio_langchain import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.REMOVE_LINE_ITEM])
Generate PDF
Generates a PDF version of a specified proposal.
from composio_langchain import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.GENERATE_PDF])
Clone Proposal
Creates a duplicate of an existing proposal.
from composio_langchain import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.CLONE_PROPOSAL])
Archive Proposal
Moves a proposal to the archive for record-keeping purposes.
from composio_langchain import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.ARCHIVE_PROPOSAL])
Add Client
Adds a new client to the GoProposal system.
from composio_langchain import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.ADD_CLIENT])
Update Client Information
Updates the information for an existing client.
from composio_langchain import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.UPDATE_CLIENT_INFO])
Create Template
Creates a new proposal template for future use.
from composio_langchain import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.CREATE_TEMPLATE])
Apply Template
Applies an existing template to a new or draft proposal.
from composio_langchain import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.APPLY_TEMPLATE])
Set Reminder
Sets a reminder for follow-up on a sent proposal.
from composio_langchain import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.SET_REMINDER])
Generate Report
Generates a report on proposal performance and statistics.
from composio_langchain import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.GENERATE_REPORT])
Add Team Member
Adds a new team member to the GoProposal account.
from composio_langchain import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.ADD_TEAM_MEMBER])
New Proposal Created
Triggered when a new proposal is created in the system.
from composio_langchain 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_langchain import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.PROPOSAL_SENT])
Proposal Viewed
Triggered when a client views a sent proposal.
from composio_langchain 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_langchain import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.PROPOSAL_ACCEPTED])
Proposal Rejected
Triggered when a client rejects a proposal.
from composio_langchain import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.PROPOSAL_REJECTED])
Proposal Expired
Triggered when a proposal reaches its expiration date.
from composio_langchain import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.PROPOSAL_EXPIRED])
New Client Added
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_ADDED])
Template Created
Triggered when a new proposal template is created.
from composio_langchain import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.TEMPLATE_CREATED])
Reminder Due
Triggered when a set reminder for a proposal is due.
from composio_langchain import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.REMINDER_DUE])
Proposal Milestone Reached
Triggered when a proposal reaches a predefined milestone.
from composio_langchain import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.PROPOSAL_MILESTONE_REACHED])
Team Member Added
Triggered when a new team member is added to the account.
from composio_langchain import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.TEAM_MEMBER_ADDED])
Proposal Edited
Triggered when an existing proposal is edited.
from composio_langchain import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.PROPOSAL_EDITED])
Client Feedback Received
Triggered when a client provides feedback on a proposal.
from composio_langchain import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.CLIENT_FEEDBACK_RECEIVED])
Proposal Archived
Triggered when a proposal is moved to the archive.
from composio_langchain import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.PROPOSAL_ARCHIVED])