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Beyond-Bot.ai + connecteam
Connecteam is a comprehensive workforce management platform designed to streamline operations, enhance communication, and improve HR processes for deskless teams.
What You Can Do with this Integration
Automate Data Entry
Automatically sync new contacts or deals from Beyond-Bot.ai to connecteam.
Enrich Customer Profiles
Use Beyond-Bot.ai to find and add new information to your records in connecteam.
Trigger Workflows
Start automated workflows in connecteam based on conversations with your virtual expert.
Available Actions
Here are the specific actions your virtual expert can perform within connecteam.
Archive Users
Tool to archive one or more users by their unique ids. use when you need to deactivate users without deleting their records.
Create Users
Tool to create multiple users in connecteam. use when you need to add several staff or admin accounts at once.
Generate Upload Url
Tool to generate a pre-signed url for uploading a file. use when you need a secure, time-limited url prior to file upload.
Get Chat
Tool to retrieve chat conversations. use when you need to list all team chats/channels after confirming your communications hub is on expert plan.
Get Custom Field Categories
Tool to retrieve all custom field categories. use when you need to list or filter custom field categories in your connecteam account.
Get Custom Fields
Tool to retrieve all custom fields associated with the account. use when you need to filter, sort, or page through custom fields after authentication.
Get Forms
Tool to retrieve all form definitions from connecteam. use when you need to list all existing forms after enabling the forms api.
Get Jobs
Tool to retrieve a list of job objects relevant to a specific instance id. use after confirming scheduler or time clock instance id when you need to filter and page through jobs.
Get Performance Indicators
Tool to retrieve the list of performance metric indicators. use when you need to list available performance indicators for data analysis. examples: "list performance metrics".
Get Policy Types
Tool to retrieve available time-off policy types. use before filtering or creating time-off requests by policytypeid.
Get Publishers
Tool to retrieve a list of all custom publishers. use when you need to list custom publishers after confirming api access.
Get Schedulers
Tool to retrieve a list of job schedulers associated with the account. use after authentication when you need to enumerate all schedulers.
Get Smart Groups
Tool to retrieve all smart groups associated with the account. use when you need to list all smart groups after authenticating with a valid api key.
Get Task Boards
Tool to retrieve all task boards. use after authenticating with a valid api key to list available task boards.
Get Users
Tool to retrieve a list of all users associated with your account. use when you need to fetch and filter user data.