Create Proposal
Creates a new proposal in Proposify
from composio_openai import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.CREATE_PROPOSAL])
Send Proposal
Sends an existing proposal to a client
from composio_openai import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.SEND_PROPOSAL])
Update Proposal
Updates the details of an existing proposal
from composio_openai import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.UPDATE_PROPOSAL])
Delete Proposal
Deletes a proposal from Proposify
from composio_openai import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.DELETE_PROPOSAL])
Create Template
Creates a new proposal template in Proposify
from composio_openai import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.CREATE_TEMPLATE])
Update Template
Updates an existing proposal template
from composio_openai import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.UPDATE_TEMPLATE])
Delete Template
Deletes a proposal template from Proposify
from composio_openai import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.DELETE_TEMPLATE])
Add Client
Adds a new client to Proposify
from composio_openai import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.ADD_CLIENT])
Update Client
Updates the details of an existing client
from composio_openai import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.UPDATE_CLIENT])
Delete Client
Deletes a client from Proposify
from composio_openai import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.DELETE_CLIENT])
Generate PDF
Generates a PDF version of a proposal
from composio_openai import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.GENERATE_PDF])
Set Proposal Expiration
Sets or updates the expiration date of a proposal
from composio_openai import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.SET_PROPOSAL_EXPIRATION])
Create Section
Creates a new section within a proposal
from composio_openai import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.CREATE_SECTION])
Update Section
Updates an existing section in a proposal
from composio_openai import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.UPDATE_SECTION])
Delete Section
Deletes a section from a proposal
from composio_openai import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.DELETE_SECTION])
Add Team Member
Adds a new team member to the Proposify account
from composio_openai import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.ADD_TEAM_MEMBER])
Remove Team Member
Removes a team member from the Proposify account
from composio_openai import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.REMOVE_TEAM_MEMBER])
Generate Report
Generates a custom report based on proposal data
from composio_openai import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.GENERATE_REPORT])
New Proposal Created
Triggered when a new proposal is created in Proposify
from composio_openai 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_openai 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_openai 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_openai 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_openai 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_openai import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.NEW_TEMPLATE_CREATED])
Client Added
Triggered when a new client is added to Proposify
from composio_openai import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.CLIENT_ADDED])
Proposal Expired
Triggered when a proposal reaches its expiration date
from composio_openai import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.PROPOSAL_EXPIRED])
Proposal Reopened
Triggered when a closed proposal is reopened
from composio_openai import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.PROPOSAL_REOPENED])