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Beyond-Bot.ai + Docugenerate
DocuGenerate simplifies document generation by converting Word templates and JSON data into professional PDF files with ease. It supports automation of contracts, invoices, letters, certificates, and more, catering to both developers and non-developers. With an intuitive REST API and no-code integrations, it ensures seamless functionality for any scale.
What You Can Do with this Integration
Automate Data Entry
Automatically sync new contacts or deals from Beyond-Bot.ai to Docugenerate.
Enrich Customer Profiles
Use Beyond-Bot.ai to find and add new information to your records in Docugenerate.
Trigger Workflows
Start automated workflows in Docugenerate based on conversations with your virtual expert.
Available Actions
Here are the specific actions your virtual expert can perform within Docugenerate.
Generate Documents From Template
Tool to generate document(s) from a template by merging JSON data or uploading a data file. Use when you need to programmatically produce one or more documents and receive metadata including a download URL.
Generate Documents From Template
Tool to generate document(s) from a template by merging JSON data or uploading a data file. Use when you need to programmatically produce one or more documents and receive metadata including a download URL.
Generate Documents From Template
Tool to generate document(s) from a template by merging JSON data or uploading a data file. Use when you need to programmatically produce one or more documents and receive metadata including a download URL.
Generate Documents From Template
Tool to generate document(s) from a template by merging JSON data or uploading a data file. Use when you need to programmatically produce one or more documents and receive metadata including a download URL.
Generate Documents As Zip
Tool to bulk generate multiple documents into a ZIP archive. Use when you need a batch of docs packaged as ZIP.
Generate Documents As Zip
Tool to bulk generate multiple documents into a ZIP archive. Use when you need a batch of docs packaged as ZIP.
Generate Documents As Zip
Tool to bulk generate multiple documents into a ZIP archive. Use when you need a batch of docs packaged as ZIP.
Generate Documents As Zip
Tool to bulk generate multiple documents into a ZIP archive. Use when you need a batch of docs packaged as ZIP.
Generate Document With Attachments
Tool to generate a PDF with embedded attachments. Use when you need to bundle extra files into the PDF output.
Generate Document With Attachments
Tool to generate a PDF with embedded attachments. Use when you need to bundle extra files into the PDF output.
Generate Document With Attachments
Tool to generate a PDF with embedded attachments. Use when you need to bundle extra files into the PDF output.
Generate Document With Attachments
Tool to generate a PDF with embedded attachments. Use when you need to bundle extra files into the PDF output.
Generate Document With Merge
Tool to generate a PDF and append additional PDF files. Use when you need to merge extra pages into a generated document.
Generate Document With Merge
Tool to generate a PDF and append additional PDF files. Use when you need to merge extra pages into a generated document.
Generate Document With Merge
Tool to generate a PDF and append additional PDF files. Use when you need to merge extra pages into a generated document.
Generate Document With Merge
Tool to generate a PDF and append additional PDF files. Use when you need to merge extra pages into a generated document.
Update Document
Tool to update a document's metadata. Use when renaming an existing document after confirming the document ID.
Update Document
Tool to update a document's metadata. Use when renaming an existing document after confirming the document ID.
Update Document
Tool to update a document's metadata. Use when renaming an existing document after confirming the document ID.
Update Document
Tool to update a document's metadata. Use when renaming an existing document after confirming the document ID.
Get Or List Templates
Tool to retrieve or list existing templates. Use when needing template IDs and metadata before making updates or generating documents.
Get Or List Templates
Tool to retrieve or list existing templates. Use when needing template IDs and metadata before making updates or generating documents.
Get Or List Templates
Tool to retrieve or list existing templates. Use when needing template IDs and metadata before making updates or generating documents.
Get Or List Templates
Tool to retrieve or list existing templates. Use when needing template IDs and metadata before making updates or generating documents.
Update Template
Tool to update a template’s file and settings. Use after confirming the template ID and desired inputs.
Update Template
Tool to update a template’s file and settings. Use after confirming the template ID and desired inputs.
Update Template
Tool to update a template’s file and settings. Use after confirming the template ID and desired inputs.
Update Template
Tool to update a template’s file and settings. Use after confirming the template ID and desired inputs.