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Beyond-Bot.ai + boloforms
BoloForms is an eSignature platform designed for small businesses, offering unlimited signatures, templates, forms, and team members at a fixed price.
What You Can Do with this Integration
Automate Data Entry
Automatically sync new contacts or deals from Beyond-Bot.ai to boloforms.
Enrich Customer Profiles
Use Beyond-Bot.ai to find and add new information to your records in boloforms.
Trigger Workflows
Start automated workflows in boloforms based on conversations with your virtual expert.
Available Actions
Here are the specific actions your virtual expert can perform within boloforms.
Boloforms Get Documents List
Tool to retrieve a list of documents associated with the account. use when you need to list all documents.