+Beyond-Bot.ai + Check Cherry
Check Cherry is a business management platform for photography and event service companies, with tools for leads, bookings, appointments, offerings, payments, and workflows.
Was du mit dieser Integration tun kannst
Dateneingabe automatisieren
Synchronisiere automatisch neue Kontakte oder Deals von Beyond-Bot.ai nach Check Cherry.
Kundenprofile anreichern
Nutze Beyond-Bot.ai, um neue Informationen zu finden und in Check Cherry zu ergänzen.
Workflows auslösen
Starte automatisierte Workflows in Check Cherry basierend auf Gesprächen mit deinem virtuellen Experten.
Verfügbare Aktionen
Diese Aktionen kann dein virtueller Experte in Check Cherry ausführen.
Attach Questionnaire
Copy a questionnaire template onto a proposal or confirmed booking. The new questionnaire keeps the template contents and visibility settings as they exist when attached.
Check Event Availability
Check whether a package can be booked on one date or across a date range.
Create Appointment
Create a staff appointment for a guest at a specific date, time, and duration; this changes the business calendar.
Create Expense
Record a business expense with its payment date, amount, reference, payee, and optional event and category links.
Delete Appointment
Soft-delete one appointment so it no longer appears in active business calendar records; Check Cherry retains the deleted record.
Delete Expense
Soft-delete one business expense so it no longer appears in listings; Check Cherry retains the record for record-keeping.
Get Appointment
Return full guest, scheduling, and assignment details for one appointment.
Get Event
Return full details for one proposal or confirmed booking by event ID.
Get Lead
Return full details for one lead by ID.
Get Questionnaire
Return one questionnaire with its questions, current answers, and completion state.
Get Report
Return one time-bucketed Check Cherry business report for bookings, leads, payments, proposals, or projected revenue.
List Appointments
Search staff appointments by date, assignee, brand, cancellation state, time direction, or text, returning one page.
List Appointment Slots
Return available appointment times for one staff member and appointment calendar on a selected date.
List Event Bookings
List package bookings attached to events within an optional event-date range, returning one page and a continuation cursor.
List Events
Search proposals and confirmed bookings with date, status, client, staff, payment, and workflow filters, returning one page.
List Expense Categories
Return the expense categories available for classifying business expenses.
List Expenses
Search business expenses by event, category, payment date, text, and sort order, returning one page.
List Leads
Search leads by exact email or contact and event text, returning one page of CRM records.
List Offerings
List one Check Cherry catalog resource: services, package groups, packages, or add-ons.
List Payments
List event payment records, including received payments and refunds, by event or payment date; returns one page with monetary values in Check Cherry's original representations.
List Questionnaires
List questionnaires attached to one event booking. Results reflect the authenticated user's visibility permissions and questionnaire display window.
List Questionnaire Templates
Return questionnaire templates that can be attached to an event booking.
Remove Questionnaire
Detach one questionnaire from its event booking and delete its collected answers; the source questionnaire template is unchanged. Requires an admin or extended-staff integration-key user in addition to event write permission.
Update Expense
Change selected fields on an existing business expense.
Update Questionnaire Answers
Update answers on a standard questionnaire. By default, answers merge by field UUID, but each supplied UUID replaces that field's complete answer array. Set replace_all to delete answers for omitted UUIDs as well. The integration-key user must be staff with edit access to the questionnaire.