+Beyond-Bot.ai + chaser
Chaser is an accounts receivable automation software that helps businesses automate invoice reminders and get paid faster.
What You Can Do with this Integration
Automate Data Entry
Automatically sync new contacts or deals from Beyond-Bot.ai to chaser.
Enrich Customer Profiles
Use Beyond-Bot.ai to find and add new information to your records in chaser.
Trigger Workflows
Start automated workflows in chaser based on conversations with your virtual expert.
Available Actions
Here are the specific actions your virtual expert can perform within chaser.
Chaser Create Invoice
Tool to create a new invoice record in the organization. use after ensuring the customer exists in chaser.
Chaser Get Credit Notes
Tool to retrieve a list of credit notes. use after authenticating this detail.
Chaser Get Customers
Tool to retrieve a list of all customers associated with the organization. use when you need to display or process complete customer contact and status information.
Chaser Get Customer By Id
Tool to retrieve details for a specific customer by their external (source system) id. use after obtaining the external id when you need specific customer information.
Chaser Get Organization
Tool to retrieve information about the connected organizations. use when you need organization ids, currency, timezone, or legal details before other operations.
Chaser Post Credit Note
Tool to create a new credit note record in the organization. use after confirming invoice adjustments.
Chaser Post Customer
Tool to create a new customer record in chaser. use after obtaining basic auth credentials.
Chaser Put Customer
Tool to update an existing customer's information using their unique externalid. use after confirming the customer's externalid. e.g., "update contactemailaddress for externalid cust abc123."
Chaser Put Invoice
Tool to update an existing invoice's information using its unique identifier. use after confirming the invoice exists when you need to modify fields like status, amounts, or dates.