Integrate Better Proposals with Loyverse
Send information between Better Proposals and Loyverse automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Better Proposals and Loyverse using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Proposal signed
Triggers when a proposal is signed
Proposal opened
Triggers when a proposal is opened
Proposal sent
Triggers when a proposal is sent
Proposal created
Triggers when a new proposal is created
Inventory count updated
Triggers when the details of an existing inventory level are updated
Item updated
Triggers when an existing item is updated
Customer added
Triggers when a new customer is added
Item added
Triggers when a new item is added
Shift entry added
Triggers when a new shift entry is added
Customer updated
Triggers when an existing customer detail is updated
Receipt created
Triggers when a new receipt is created
Receipt updated
Triggers when an existing receipt detail is updated
All Actions - Actions are the automated tasks
Create proposal
Creates a new proposal
Create or update variant
Creates a new variant. Updates the details of the variant if the record already exists.
Create or update supplier
Creates a new supplier. Updates the details of the supplier if the record already exists.
Create or update customer
Creates a new customer. Updates the details of the customer if the record already exists.
Create receipt
Creates a new receipt
Create or update item
Creates a new item. Updates the details of the item if the record already exists.
Fetch store
Fetches the details of an existing store
Fetch customer
Fetches the details of an existing customer
Fetch variant
Fetches the details of an item's variant
Fetch item
Fetches the details of an existing item
Fetch receipt
Fetches the details of an existing receipt
What is Better Proposals?
Better Proposals is a web-based application that lets you create beautiful, high-converting, easy-to-sign proposals in minutes instead of hours.
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Owain ap Rees
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Toto
Technical Engineer, Master Liveaboards
