Beyond-Bot.ai + bexio
bexio is a Swiss business management platform for accounting, invoicing, contacts, projects, banking, expenses, and payroll.
What You Can Do with this Integration
Automate Data Entry
Automatically sync new contacts or deals from Beyond-Bot.ai to bexio.
Enrich Customer Profiles
Use Beyond-Bot.ai to find and add new information to your records in bexio.
Trigger Workflows
Start automated workflows in bexio based on conversations with your virtual expert.
Available Actions
Here are the specific actions your virtual expert can perform within bexio.
Accept Quote
Accept a quote.
Archive Project
Archive a project.
Cancel Invoice
Cancel an invoice. Applies the state-changing action immediately.
Cancel Payment
Cancel a payment. Applies the state-changing action immediately.
Check Bill Document Number
Validate whether document number is available or not.
Check Expense Document Number
Validate whether document number is available or not.
Copy Invoice
Copy a invoice.
Copy Quote
Copy a quote.
Create Additional Address
Create additional address.
Create Bill
Create new Bill.
Create Business Activity
Create business activity.
Create Calendar Year
Create calendar year.
Create Comment
Create a comment.
Create Contact
Create contact.
Create Contact Group
Create contact group.
Create Contact Relation
Create contact relation.
Create Contacts Bulk
Bulk create contacts.
Create Country
Create country.
Create Currency
Create a currency.
Create Default Position
Create a default position.
Create Delivery From Order
Create delivery from order.
Create Discount Position
Create a discount position.
Create Employee
Create employee.
Create Employee Absence
Create absence for employee.
Create Expense
Create new Expense.
Create Fictional User
Create a fictional user.
Create File
Create new file.
Create Invoice
Create invoice.
Create Invoice From Order
Create invoice from order.
Create Invoice From Quote
Create invoice from quote.
Create Invoice Payment
Create payment.
Create Invoice Reminder
Create reminder.
Create Item
Create item.
Create Item Position
Create an item position.
Create Manual Entry
Create manual entry.
Create Milestone
Create milestone.
Create Note
Create note.
Create Order
Create order.
Create Order From Quote
Create order from quote.
Create Outgoing Payment
Create new Outgoing Payment.
Create Pagebreak Position
Create a pagebreak position.
Create Payment
Create a payment.
Create Project
Create project.
Create Purchase Order
Create a purchase order.
Create Quote
Create quote.
Create Salutation
Create salutation.
Create Subposition Position
Create a sub position.
Create Subtotal Position
Create a subtotal position.
Create Task
Create task.
Create Text Position
Create a text position.
Create Timesheet
Create timesheet.
Create Title
Create title.
Create Unit
Create unit.
Create Work Package
Create work package.
Decline Quote
Decline a quote.
Delete Additional Address
Delete an additional address. Permanently removes the selected resource.
Delete Bill
Delete Bill. Permanently removes the selected resource.
Delete Contact
Delete a contact. Permanently removes the selected resource.
Delete Contact Group
Delete a contact group. Permanently removes the selected resource.
Delete Contact Relation
Delete a contact relation. Permanently removes the selected resource.
Delete Country
Delete a country. Permanently removes the selected resource.
Delete Currency
Delete a currency. Permanently removes the selected resource.
Delete Default Position
Delete a default position. Permanently removes the selected resource.
Delete Discount Position
Delete a discount position. Permanently removes the selected resource.
Delete Employee Absence
Deleting employee absence with given id. Permanently removes the selected resource.
Delete Expense
Delete Expense. Permanently removes the selected resource.
Delete Fictional User
Delete a fictional user. Permanently removes the selected resource.
Delete File
Delete a existing file. Permanently removes the selected resource.
Delete Invoice
Delete an invoice. Permanently removes the selected resource.
Delete Invoice Payment
Delete a payment. Permanently removes the selected resource.
Delete Invoice Reminder
Delete a reminder. Permanently removes the selected resource.
Delete Item
Delete an item. Permanently removes the selected resource.
Delete Item Position
Delete a item position. Permanently removes the selected resource.
Delete Manual Compound Entry File
Delete connection between file and manual compound entry. Permanently removes the selected resource.
Delete Manual Entry
Delete manual entry. Permanently removes the selected resource.
Delete Manual Entry File
Delete connection between file and manual entry line. Permanently removes the selected resource.
Delete Milestone
Delete a milestone. Permanently removes the selected resource.
Delete Note
Delete a note. Permanently removes the selected resource.
Delete Order
Delete an order. Permanently removes the selected resource.
Delete Order Repetition
Delete a repetition. Permanently removes the selected resource.
Delete Outgoing Payment
Delete Outgoing Payment. Permanently removes the selected resource.
Delete Pagebreak Position
Delete a pagebreak position. Permanently removes the selected resource.
Delete Payment
Delete a payment. Permanently removes the selected resource.
Delete Project
Delete a project. Permanently removes the selected resource.
Delete Purchase Order
Delete a purchase order. Permanently removes the selected resource.
Delete Quote
Delete a quote. Permanently removes the selected resource.
Delete Salutation
Delete a salutation. Permanently removes the selected resource.
Delete Subposition Position
Delete a sub position. Permanently removes the selected resource.
Delete Subtotal Position
Delete a subtotal position. Permanently removes the selected resource.
Delete Task
Delete a task. Permanently removes the selected resource.
Delete Tax
Delete a tax. Permanently removes the selected resource.
Delete Text Position
Delete a text position. Permanently removes the selected resource.
Delete Timesheet
Delete a timesheet. Permanently removes the selected resource.
Delete Title
Delete a title. Permanently removes the selected resource.
Delete Unit
Delete a unit. Permanently removes the selected resource.
Delete Work Package
Delete a work package. Permanently removes the selected resource.
Download File
Download file.
Download Paystub Pdf
Download paystub pdf for employee for given month.
Duplicate Bill
Create a duplicate of the selected bill.
Duplicate Expense
Create a duplicate of the selected expense.
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