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 opened

Triggers when a proposal is opened

Proposal created

Triggers when a new proposal is created

Proposal sent

Triggers when a proposal is sent

Proposal signed

Triggers when a proposal is signed

Receipt updated

Triggers when an existing receipt detail is updated

Item added

Triggers when a new item is added

Shift entry added

Triggers when a new shift entry is added

Customer added

Triggers when a new customer is added

Inventory count updated

Triggers when the details of an existing inventory level are updated

Item updated

Triggers when an existing item is updated

Customer updated

Triggers when an existing customer detail is updated

Receipt created

Triggers when a new receipt is created

All Actions - Actions are the automated tasks

Create proposal

Creates a new proposal

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 or update variant

Creates a new variant. Updates the details of the variant 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 item

Fetches the details of an existing item

Fetch store

Fetches the details of an existing store

Fetch receipt

Fetches the details of an existing receipt

Fetch variant

Fetches the details of an item's variant

Fetch customer

Fetches the details of an existing customer

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.

Proposals & Invoices

What is Loyverse?

Loyverse is a POS application designed for small businesses. It lets you process transactions, keep records of inventory and sales and more.

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Logic

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