Integrations / Proposal & Invoice Management
Connect Nusii proposals to WhatsApp: clients and line items by chat
Flann is an AI agent your business talks to on WhatsApp. Connect Nusii proposals once, then ask Flann to look things up in it or get work done in it, by text or voice note. Once Nusii proposals is linked, Flann can look up any invoice, payment or account the moment you ask. Edits are different.
29 actions in Nusii proposals. 14 only look things up, and 15 create, update, send or delete. You connect with your API key.
What you can ask Flann to do in Nusii proposals
Send any of these on WhatsApp, in your own words. Flann finds the right Nusii proposals action and fills in the details from the conversation.
“Show me my line items in Nusii proposals.”
“Look up the account me in Nusii proposals.”
“Show me my section line items in Nusii proposals.”
“Create a line item in Nusii proposals.”
“Create a client in Nusii proposals.”
“Create a section in Nusii proposals.”
What Flann can work with in Nusii proposals
Nusii proposals gives Flann 29 actions across 8 kinds of record. These are the ones you are most likely to use.
| Record | What Flann can do | Actions |
|---|---|---|
| Clients | createdeletelook upupdate | 5 |
| Line items | createdeletelook upupdate | 4 |
| Proposals | archivecreatedeletelook upupdate | 5 |
| Sections | createdeletelook upupdate | 5 |
There are three ways to get clients work done in Nusii proposals. Side by side:
| Compare | Opening Nusii proposalsLog in, find it, do it | A rules toolRuns the steps you wired up | Nusii proposals through FlannAsk and get it done |
|---|---|---|---|
| Getting started on a job | Open the app and find the right page | Only what was wired up in advance | A WhatsApp message, typed or spoken |
| Finding answers about clients | Filters and searches you run yourself | Only the look-ups someone built | 14 look-ups, answered straight away |
| Making changes | Typed in by hand | Run unchecked once built | 15 changes, made from a message |
| Nusii proposals records | All of them, one screen at a time | Only the ones you wire up | 8 kinds, from one chat |
| Getting connected | Nothing new to set up | Someone builds and maintains each flow | Your Nusii proposals API key, once |
YesPartlyNo
Step by step: Nusii proposals jobs you can hand to Flann
Each step below names the Nusii proposals action Flann actually runs.
Create a client from a voice note
- You message Flann on WhatsApp: “Create a client in Nusii proposals with these details.”
- Flann runs
List Clientsin Nusii proposals and shows you what it found. - Flann runs
Create Clientin Nusii proposals. - Flann creates it in Nusii proposals and confirms in the chat.
Fix a line item without opening Nusii proposals
- You message Flann on WhatsApp: “Change the line item in Nusii proposals: here is what is different.”
- Flann runs
List Line Itemsin Nusii proposals and shows you what it found. - Flann runs
Update Line Itemin Nusii proposals. - Flann makes the change in Nusii proposals and confirms in the chat.
Clean up proposals you no longer need
- You message Flann on WhatsApp: “Which proposals in Nusii proposals are out of date? Remove the ones I confirm.”
- Flann runs
Get Proposalin Nusii proposals and shows you what it found. - Flann runs
Delete a proposalin Nusii proposals. - Each removal is confirmed in the chat.
Repetitive Nusii 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 Nusii proposals this week, and who needs a nudge to update their card?”
Pulling the failed and declined charges from Nusii 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.
Knowing which bills to pay
Today
Supplier bills arrive by email, post and WhatsApp, and only some of them make it into Nusii proposals. Due dates slip past and late fees follow.
With Flann
“List the supplier bills due before Friday in Nusii proposals and what we have in the bank.”
Straight from Nusii proposals, Flann lists the bills falling due, with the supplier, the amount and any that are already late, next to your current balance. You decide what to pay.
What you stop doing: Nobody has to keep due dates on a sticky note by the till.
More on this: how to hand repetitive tasks to an AI agent on WhatsApp.
How Flann connects to Nusii proposals
- Open Connectors in Flann and choose Nusii proposals.
- Paste your Nusii proposals API key into the secure form Flann opens. You will find the key in your Nusii proposals account settings.
- From then on, message Flann on WhatsApp. It works in Nusii proposals whenever a request needs it.
Look-ups run as soon as you ask and change nothing in Nusii proposals. You can disconnect Nusii proposals from Connectors at any time.
Ways to use Nusii proposals with Flann
Your month in one message
Ask “how did we do this month?” and Flann answers from Nusii proposals in plain words, on your phone, between customers.
Check before you promise
A customer asks for credit or a discount. Ask Flann what they have spent with you, straight from Nusii proposals, before you answer.
Chase what is owed
Ask Flann who still owes you. It checks Nusii proposals, lists the open items and drafts a reminder for each customer.
Everything Flann can do in Nusii proposals
The full list of Nusii proposals actions available to Flann once you connect it.
Looks up 14
- Get Account Me
- Get Client
- Get Proposal
- Get Section
- List Clients
- List Line Items
- List Proposal Activities
- List Proposals
- List Sections
- Get Webhook Endpoint
- List Section Line Items
- List Themes
- List Users
- List Webhook Endpoints
Changes 15
- Create Client
- Create Line Item
- Create Proposal
- Create Section
- Create Webhook Endpoint
- Delete a client
- Delete a proposal
- Delete a section
- Delete Line Item
- Update Client
- Update Line Item
- Update Proposal
- Update Section
- Archive Proposal
- Delete Webhook Endpoint
More Proposal & Invoice Management apps Flann works with
ERPNext
Brex
QuickBooksCommon questions
What can Flann do with clients in Nusii proposals?
Flann can create, delete, look up and update clients in Nusii proposals, using 5 actions (Create Client, Delete a client, Get Client, List Clients and more). Looking up runs straight away and changes nothing. The other actions create or change clients in Nusii proposals.
What can Flann do with line items in Nusii proposals?
Flann can create, delete, look up and update line items in Nusii proposals, using 4 actions (Create Line Item, Delete Line Item, List Line Items, Update Line Item). Looking up runs straight away and changes nothing. The other actions create or change line items in Nusii proposals.
How does Flann connect to Nusii proposals?
Open Connectors in Flann, choose Nusii proposals and paste your Nusii proposals API key into a secure form. You will find the key in your Nusii proposals account settings. Once it is connected, Flann can use 29 actions in Nusii proposals.
Can I use Nusii proposals from WhatsApp?
Yes. You talk to Flann on WhatsApp or in the Flann app, by text or voice note, and Flann works in Nusii proposals for you. You do not need to open Nusii proposals.
Does connecting Nusii proposals cost extra?
No. Nusii proposals is included in every Flann plan, along with every other app Flann connects to.