+Beyond-Bot.ai + Chaser
Chaser is an accounts receivable automation software that helps businesses automate invoice reminders and get paid faster.
Was du mit dieser Integration tun kannst
Dateneingabe automatisieren
Synchronisiere automatisch neue Kontakte oder Deals von Beyond-Bot.ai nach Chaser.
Kundenprofile anreichern
Nutze Beyond-Bot.ai, um neue Informationen zu finden und in Chaser zu ergänzen.
Workflows auslösen
Starte automatisierte Workflows in Chaser basierend auf Gesprächen mit deinem virtuellen Experten.
Verfügbare Aktionen
Diese Aktionen kann dein virtueller Experte in Chaser ausführen.
Create Invoice
Tool to create a new invoice record in the organization. use after ensuring the customer exists in chaser.
Get Credit Notes
Tool to retrieve a list of credit notes. use after authenticating this detail.
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.
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.
Get Organization
Tool to retrieve information about the connected organizations. use when you need organization ids, currency, timezone, or legal details before other operations.
Create Credit Note
Tool to create a new credit note record in the organization. use after confirming invoice adjustments.
Create Customer
Tool to create a new customer record in chaser. use after obtaining basic auth credentials.
Update 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."
Update 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.