+Beyond-Bot.ai + Anrok
Anrok automates sales tax calculation, compliance, filings, and exemption management for software businesses.
What You Can Do with this Integration
Automate Data Entry
Automatically sync new contacts or deals from Beyond-Bot.ai to Anrok.
Enrich Customer Profiles
Use Beyond-Bot.ai to find and add new information to your records in Anrok.
Trigger Workflows
Start automated workflows in Anrok based on conversations with your virtual expert.
Available Actions
Here are the specific actions your virtual expert can perform within Anrok.
Add Product Id Mapping
Map a billing integration's source product ID to an existing Anrok product, optionally overwriting an existing source mapping.
Archive Exemption Certificate
Archive and invalidate an exemption certificate by its Anrok certificate ID. Anrok does not document a restore operation.
Calculate Transaction Tax
Calculate tax for an ephemeral invoice without recording a transaction in Anrok.
Create Customer
Create an Anrok customer with the external ID used to link transactions and exemption certificates.
Create Exemption Certificate
Create a customer tax-exemption certificate from a local or uploaded file and jurisdiction coverage. Raw files are capped at 4 MB to keep the encoded request within host payload limits. Supplying a customer name may also create a missing customer.
Create Exemption Certificate Request
Create a premium customer certificate request, emailing its submission link by default, and optionally auto-approve eligible submissions. Supplying a customer name may also create a missing customer.
Create Or Update Transaction
Create a finalized invoice transaction. If a transaction with the same seller-wide ID exists, overwrite or replace it with the supplied invoice data and recalculate tax. Supplying a customer name with a customer ID may also create a missing customer.
Create Product
Create an Anrok product ID and assign its product tax category.
Create Transaction Negation
Create a new transaction that exactly negates an existing transaction, lowering or reversing the original transaction's reported sales and tax totals, optionally enforcing its expected version.
Get Customer
Retrieve one Anrok customer by its external customer ID.
Get Exemption Certificate
Retrieve one exemption certificate and its status and jurisdiction details by certificate ID.
Get Product
Retrieve one Anrok product by its external product ID.
Get Transaction
Retrieve the latest version of one Anrok transaction, including complete invoice and tax-calculation details for normal transactions.
List Customers
Return one page of seller-account customers in ascending customer ID order.
List Exemption Certificates
Return one page of exemption certificates, optionally filtered by customer or certificate status.
List Filings
Return one premium page of jurisdiction filings, optionally filtered by jurisdiction and filing-period end date range.
List Filing Transaction Ids
Return one premium page of transaction IDs associated with a jurisdiction filing.
List Filing Transactions With Conversion Rates
Return one premium page of a jurisdiction filing's transactions with their filing conversion rates. Rates may change until the filing is finalized.
List Product Id Mappings
List all source-to-Anrok product ID mappings for one Anrok-built billing integration.
List Products
Return one page of Anrok products, optionally including default and integration shipping products.
List Product Tax Categories
List the standard and seller-specific product tax categories available for assigning to products.
List Transactions
Return one premium page of Anrok transactions, optionally filtered by modification time or filing association.
Remove Transactions From Filing
Remove 1-100 transactions from a premium Anrok jurisdiction filing and return the removal result for every requested transaction ID. This cannot be undone; Anrok documents no restore operation.
Resolve Address
Resolve a customer address to its normalized form and return the applicable taxable jurisdictions.
Validate Tax Ids
Validate premium customer tax IDs for the taxable jurisdictions resolved from a customer address.
Void Transaction
Void an existing transaction so it is no longer included in returns or sales totals, optionally requiring its current version. This cannot be undone; Anrok documents no restore or unvoid operation.
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