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Beyond-Bot.ai + better_proposals
Better Proposals is a web-based proposal creation tool that enables users to send professionally designed proposals.
What You Can Do with this Integration
Automate Data Entry
Automatically sync new contacts or deals from Beyond-Bot.ai to better_proposals.
Enrich Customer Profiles
Use Beyond-Bot.ai to find and add new information to your records in better_proposals.
Trigger Workflows
Start automated workflows in better_proposals based on conversations with your virtual expert.
Available Actions
Here are the specific actions your virtual expert can perform within better_proposals.
Get All Document Types
Tool to retrieve a paginated list of all document types. use when you need to display or select a document type id.
Create Company
Tool to create a new company. use after confirming the company does not already exist.
Create Document Type
Tool to create a new document type. use after confirming the desired type name does not already exist.
Create Proposal Cover
Tool to create a new proposal cover design. use when you need a custom cover design before sending out a proposal. use after finalizing cover settings.
Get All Companies
Tool to retrieve a paginated list of all companies. use when listing available companies for display or selection.
Get All Currencies
Tool to retrieve a paginated list of all currencies. use when listing available currency options before selection.
Get All Document Types
Tool to retrieve a paginated list of all document types. use when you need to display or select a document type id.
Get All Proposals
Tool to retrieve a paginated list of all proposals. use when you need to fetch proposals list after validating credentials.
Get All Quotes
Tool to retrieve a paginated list of all quotes. use after setting pagination parameters.
Get All Templates
Tool to retrieve a paginated list of all templates. use when you need to list available templates for selection.
Get Brand Settings
Tool to retrieve settings for the default brand. use when you need default-brand configuration (colors, tax, name, etc.) before creating or customizing documents.
Get Company
Tool to retrieve details of a specific company. use when you need company metadata by id.
Get Currency
Tool to retrieve details of a specific currency. use when you need currency metadata by id.
Get New Proposals
Tool to retrieve all new proposals. use after validating credentials when you need only newly created proposals.
Get Opened Proposals
Tool to retrieve all opened proposals. use when you need proposals that recipients have opened.
Get Paid Proposals
Tool to retrieve all paid proposals. use when you need to list proposals that have been paid.
Get Proposal Count
Tool to retrieve the total count of proposals. use when you need to know how many proposals exist.
Get Quote
Tool to retrieve details of a specific quote. use when you need full quote data by id.
Get Sent Proposals
Tool to retrieve all sent proposals. use after dispatching proposals to clients to list them.
Get Settings
Tool to retrieve current account settings. use when you need default currency, tax, and timezone configuration before creating proposals.
Get Signed Proposals
Tool to retrieve all signed proposals. use when you need to list proposals clients have signed after confirming credentials.
Get Template Details
Tool to retrieve details of a specific template. use after selecting the template id to fetch metadata.