+Beyond-Bot.ai + Anaplan
Anaplan is a connected planning platform for models, data integration, application lifecycle management, audit events, and user administration.
What You Can Do with this Integration
Automate Data Entry
Automatically sync new contacts or deals from Beyond-Bot.ai to Anaplan.
Enrich Customer Profiles
Use Beyond-Bot.ai to find and add new information to your records in Anaplan.
Trigger Workflows
Start automated workflows in Anaplan based on conversations with your virtual expert.
Available Actions
Here are the specific actions your virtual expert can perform within Anaplan.
Cancel Action Task
Cancel an action task in an Anaplan model.
Cancel Export Task
Cancel an ongoing Anaplan export task.
Cancel Import Task
Cancel an ongoing Anaplan import task.
Cancel Large List Read
Cancel and delete an Anaplan large-list read request.
Cancel Large View Read
Cancel an asynchronous large-view read request.
Cancel Process Task
Cancel an ongoing Anaplan process task.
Change Model List Items
Add items to an Anaplan model list or irreversibly delete up to 100,000 items by ID or code.
Close Model
Close an Anaplan model and return an empty success result.
Complete File Upload
Mark an Anaplan chunked model-file upload as complete.
Create Model Revision
Create an ALM revision for an Anaplan model.
Create Scim User
Create an Anaplan SCIM user and assign up to 50 workspace entitlements.
Delete Model File
Delete a file from an Anaplan workspace model.
Delete Models
Permanently delete multiple models from an Anaplan workspace.
Download Complete Import Dump
List every chunk of an Anaplan import failure dump, download them sequentially, and return one bounded CSV file.
Download Complete Large View
Read Anaplan's availablePages count, download every zero-based large-view page in order, and return one bounded CSV file.
Download Complete Model File
List every documented chunk of an Anaplan model file, download them in numeric order, and return one bounded file.
Download Complete Process Dump
List every chunk of an Anaplan process failure dump, download them sequentially, and return one bounded CSV file.
Download File Chunk
Download one binary or CSV chunk from an Anaplan model file.
Download Import Dump Chunk
Download one chunk of an import failure dump using the connected user's Anaplan permissions.
Download Large List Page
Download one available CSV page from a completed large-list read.
Download Large List Preview
Download a CSV preview of a large Anaplan list.
Download Large View Page
Download one available CSV page from a completed large-view read.
Download Optimizer Log
Download the plain-text solution log for an Anaplan Optimizer action task.
Download Process Dump Chunk
Download one CSV or binary chunk of an Anaplan process failure dump.
Get Action Task
Monitor an Anaplan action task and return its state, progress, result, and failure details when available.
Get Alm Comparison Report
Retrieve the structural comparison report between source and target model revisions.
Get Alm Comparison Report Task
Retrieve state, progress, result, and error details for an ALM comparison report task.
Get Alm Summary Report
Retrieve the structural summary report between source and target model revisions.
Get Alm Summary Report Task
Retrieve state, progress, result, and error details for an ALM summary report task.
Get Current User
Retrieve the Anaplan user represented by the connected account.
Get Export
Get the metadata for an Anaplan export definition.
Get Export Task
Monitor an Anaplan export task and return its state, progress, and result.
Get Import
Get the metadata for an Anaplan import definition.
Get Import Failure Dump
Check an import task's dump file for failures using the connected user's Anaplan permissions.
Get Import Task
Monitor an Anaplan import task and return its state, progress, result, and failure details when available.
Get Large List Read
Retrieve the status and available pages of an Anaplan large-list read request.
Get Large View Read
Retrieve the status and available pages of a large-view read request.
Get Latest Model Revision
Retrieve the latest ALM revision for an Anaplan model.
Get Model
Get metadata for one Anaplan model.
Get Model Action
Retrieve metadata for a specific action definition in an Anaplan model.
Get Model Current Period
Retrieve the current period for an Anaplan model.
Get Model Fiscal Year
Get the current fiscal year from an Anaplan model calendar.
Get Model List
Retrieve metadata for one list in an Anaplan model.
Get Model Status
Check an Anaplan model's open or opening status and progress.
Get Model Sync Task
Retrieve state, progress, result, and error details for an ALM model synchronization task.
Get Process
Retrieve metadata for one Anaplan process.
Get Process Task
Monitor one asynchronous Anaplan process task.
Get Scim Capabilities
Retrieve Anaplan's SCIM service-provider capabilities.
Get Scim User
Retrieve one Anaplan SCIM user and their workspace details.
Get User
Retrieve a non-SCIM Anaplan user's ID, active state, email preferences, name, and last login date.
Get View
Retrieve metadata for the dimensions and axes of an Anaplan view.
Get View Data
Retrieve view cell data as structured JSON or a downloadable raw file.
Get Workspace
Retrieve metadata for one Anaplan workspace.
List Action Tasks
List execution tasks for an action in an Anaplan model.
List Audit Events
Retrieve one page of Anaplan audit events of a specified type.
List Dimension Items
Retrieve all items in an Anaplan model dimension.
List Exports
List the available export definitions for an Anaplan model.
List Export Tasks
List the asynchronous tasks for an Anaplan export definition.
List File Chunks
List the chunks associated with an Anaplan model file.
List Import Dump Chunks
Query the chunks available in an import failure dump using the connected user's Anaplan permissions.
List Imports
List the import definitions available for an Anaplan model.
List Import Tasks
List the asynchronous tasks for an Anaplan import definition.
List Line Item Dimension Items
Retrieve items for one dimension of a model line item.
List Line Item Dimensions
Retrieve dimension IDs for a model line item.
List Model Actions
List the action definitions available in an Anaplan model.
List Model Files
List the files available in an Anaplan model.
List Model Line Items
Retrieve line items in a model, optionally including full metadata.
List Model List Items
Retrieve the items in an Anaplan model list, optionally including full metadata.
List Model Lists
Retrieve the lists available in an Anaplan model.
List Model Modules
List the IDs and names of modules in an Anaplan model.
List Models
List models available to the connected Anaplan user.
List Model Sync Tasks
Retrieve ALM synchronization tasks for a target Anaplan model.
List Model Versions
Retrieve version metadata for an Anaplan model.
List Model Views
Retrieve the IDs and names of all views in an Anaplan model.
List Module Line Items
Retrieve line items in a module, optionally including full metadata.
List Module Views
Retrieve the IDs and names of views in an Anaplan module.
List Process Dump Chunks
List chunks available for an Anaplan process failure dump file.
List Processes
List process definitions available in an Anaplan model.
List Process Tasks
List asynchronous tasks for an Anaplan process.
List Scim Resource Types
Retrieve the SCIM resource types supported by Anaplan.
List Scim Schemas
Retrieve the SCIM resource schemas and attributes supported by Anaplan.
List Scim Users
Return one page of Anaplan SCIM users, with an optional continuation cursor.
List Syncable Revisions
Retrieve source-model revisions compatible with a target Anaplan model.
List Users
List Anaplan users available to the connected account.
List View Dimension Items
Retrieve the selected items in a dimension of an Anaplan view.
List Workspace Model Files
List import and export files for an Anaplan workspace model.
List Workspace Models
Retrieve model IDs and optional model details from an Anaplan workspace.
List Workspaces
List the workspaces available to the connected Anaplan user.
Lookup Dimension Items
Look up Anaplan dimension items by name or code.
Open Model
Wake an Anaplan model; HTTP 200 means open and 202 means opening.
Patch Scim User
Apply ordered SCIM add, replace, or remove operations to an Anaplan user.
Replace Scim User
Replace an Anaplan SCIM user's details and complete workspace entitlement set; an explicitly empty entitlement list irreversibly removes all current workspace access.
Reset Numbered List Index
Irreversibly reset the index of an Anaplan numbered list.
Search Audit Events
Search Anaplan audit events by lookback interval or explicit time range.
Set File Chunk Count
Set the expected chunk count for an Anaplan model file upload.
Start Action Task
Start an Anaplan action task that may irreversibly change model data, depending on the action definition.
Start Alm Comparison Report Task
Start generation of an ALM comparison report for source and target revisions.
Start Alm Summary Report Task
Start generation of an ALM summary report for source and target revisions.
Start Export Task
Start an Anaplan export and return the asynchronous task acknowledgement.
Start Import Task
Start an Anaplan import that can irreversibly change model data and return the asynchronous task acknowledgement.
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