Beyond-Bot.ai + documint

Template description for documint

What You Can Do with this Integration

Automate Data Entry

Automatically sync new contacts or deals from Beyond-Bot.ai to documint.

Enrich Customer Profiles

Use Beyond-Bot.ai to find and add new information to your records in documint.

Trigger Workflows

Start automated workflows in documint based on conversations with your virtual expert.

Available Actions

Here are the specific actions your virtual expert can perform within documint.

Documint Delete Template

Tool to permanently delete a single template by its id. use when you need to remove an outdated or unused template; ensure the template id is correct before calling.

Documint Get Template

Tool to retrieve a single template by its id. use when you need to fetch details of a specific template before generating documents.

Documint List Documents

Tool to list all documents in the authenticated user's account. use after obtaining a valid api key.

Documint List Templates

Tool to list all templates in the authenticated user's account. use after obtaining a valid api key.

Documint Update Template

Tool to update a single template by its id. use when you need to modify an existing template's settings or layout after fetching its current details.