Integrations / Proposal & Invoice Management
Connect Better Proposals to WhatsApp: companies, quotes and templates by chat
Flann is an AI agent your business talks to on WhatsApp. Connect Better Proposals once, then ask Flann to look things up in it or get work done in it, by text or voice note. Cash questions rarely wait for a convenient moment. A supplier calls, a customer queries a bill, a payment looks wrong. With Better Proposals connected, you message Flann and get the figure from the real record, not from memory.
23 actions in Better Proposals. 20 only look things up, and 3 create, update, send or delete. You connect with your API key.
What you can ask Flann to do in Better Proposals
Send any of these on WhatsApp, in your own words. Flann finds the right Better Proposals action and fills in the details from the conversation.
“Show me my quotes in Better Proposals.”
“Look up the paid in Better Proposals.”
“Look up the sent in Better Proposals.”
“Create a company in Better Proposals.”
“Create a proposal cover in Better Proposals.”
What Flann can work with in Better Proposals
Better Proposals gives Flann 23 actions across 12 kinds of record. These are the ones you are most likely to use.
| Record | What Flann can do | Actions |
|---|---|---|
| Companies | createlook up | 3 |
| Quotes | look up | 2 |
| Templates | look up | 2 |
| Currencies | look up | 2 |
Doing it yourself, wiring up a rule, or asking an agent: here is how they compare for Better Proposals.
| Compare | Opening Better ProposalsLog in, find it, do it | A fixed workflowTriggers built in advance | Better Proposals through FlannAsk and get it done |
|---|---|---|---|
| Getting started on a job | Log in and click through the screens | Only what was wired up in advance | Text or voice note, in your own words |
| Looking things up about companies | By hand, screen by screen | Only the look-ups someone built | 20 look-ups, answered straight away |
| Creating and updating | Typed in by hand | Run unchecked once built | 3 changes, made from a message |
| Better Proposals records | All of them, one screen at a time | Only the ones you wire up | 12 kinds, from one chat |
| Set-up | Nothing new to set up | Someone builds and maintains each flow | Your Better Proposals API key, once |
YesPartlyNo
Step by step: Better Proposals jobs you can hand to Flann
Each step below names the Better Proposals action Flann actually runs.
Create a company from a voice note
- You message Flann on WhatsApp: “Create a company in Better Proposals with these details.”
- Flann runs
Get All Companiesin Better Proposals and shows you what it found. - Flann runs
Create Companyin Better Proposals. - Flann creates it in Better Proposals and confirms in the chat.
Get answers about your quotes
- You message Flann on WhatsApp: “What is the latest on our quotes in Better Proposals?”
- Flann runs
Get All QuotesandGet Quotein Better Proposals and shows you what it found. - Nothing in Better Proposals is changed: these are look-ups, so they run straight away.
Check your templates from WhatsApp
- You message Flann on WhatsApp: “Show me where our templates in Better Proposals stand.”
- Flann runs
Get All TemplatesandGet Template Detailsin Better Proposals and shows you what it found. - Nothing in Better Proposals is changed: these are look-ups, so they run straight away.
Repetitive Better Proposals work Flann takes off your plate
These are the jobs that come back every day or every week. Message Flann instead, and keep the decisions for yourself.
Rescuing failed card payments
Today
You only notice when the money is missing from the account.
With Flann
“Which payments failed in Better Proposals this week, and who needs a nudge to update their card?”
Pulling the failed and declined charges from Better Proposals, Flann groups them by customer and shows the reason for each. It drafts a short, friendly note asking each customer to update their details.
What you stop doing: Failed payments stop slipping by unnoticed.
Refunds handled properly
Today
When a customer asks for money back, you search Better Proposals for the original payment, check what was bought and work out how much is due. Then you still have to reply.
With Flann
“Refund the deposit Omar paid last week, he cancelled in time.”
Locating Omar’s payment in Better Proposals, Flann confirms the amount and prepares the refund against the original charge. It also drafts a short message telling Omar when to expect the money.
What you stop doing: Refunds stop turning into a small investigation.
More on this: how to hand repetitive tasks to an AI agent on WhatsApp.
How Flann connects to Better Proposals
- In Flann, go to Connectors and find Better Proposals.
- Paste your Better Proposals API key into the secure form Flann opens. You will find the key in your Better Proposals account settings.
- From then on, message Flann on WhatsApp. It works in Better Proposals whenever a request needs it.
Look-ups run as soon as you ask and change nothing in Better Proposals. You can disconnect Better Proposals from Connectors at any time.
Ways to use Better Proposals with Flann
Check before you promise
A customer asks for credit or a discount. Ask Flann what they have spent with you, straight from Better Proposals, before you answer.
Chase what is owed
Ask Flann who still owes you. It checks Better Proposals, lists the open items and drafts a reminder for each customer.
Your month in one message
Ask “how did we do this month?” and Flann answers from Better Proposals in plain words, on your phone, between customers.
Everything Flann can do in Better Proposals
The full list of Better Proposals actions available to Flann once you connect it.
Looks up 20
- Get All Companies
- Get All Currencies
- Get All Document Types
- Get All Proposals
- Get All Quotes
- Get All Templates
- Get Brand Settings
- Get Company
- Get Currency
- Get New Proposals
- Get Opened Proposals
- Get Paid Proposals
- Get Proposal
- Get Proposal Count
- Get Quote
- Get Sent Proposals
- Get Settings
- Get Signed Proposals
- Get Template Details
- List Merge Tags
Changes 3
- Create Company
- Create Document Type
- Create Proposal Cover
More Proposal & Invoice Management apps Flann works with
Brex
StripeCommon questions
What can Flann do with companies in Better Proposals?
Flann can create and look up companies in Better Proposals, using 3 actions (Create Company, Get All Companies, Get Company). Looking up runs straight away and changes nothing. The other actions create or change companies in Better Proposals.
What can Flann do with quotes in Better Proposals?
Flann can look up quotes in Better Proposals, using 2 actions (Get All Quotes, Get Quote). All of them only look things up, so they run straight away.
How does Flann connect to Better Proposals?
Open Connectors in Flann, choose Better Proposals and paste your Better Proposals API key into a secure form. You will find the key in your Better Proposals account settings. Once it is connected, Flann can use 23 actions in Better Proposals.
Can I use Better Proposals from WhatsApp?
Yes. You talk to Flann on WhatsApp or in the Flann app, by text or voice note, and Flann works in Better Proposals for you. You do not need to open Better Proposals.
Which Flann plan do I need for Better Proposals?
Any of them. Every Flann plan includes Better Proposals and every other app.