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Beyond-Bot.ai + elorus
Elorus is an online invoicing and time-tracking software designed for freelancers and small businesses to manage their finances and projects efficiently.
What You Can Do with this Integration
Automate Data Entry
Automatically sync new contacts or deals from Beyond-Bot.ai to elorus.
Enrich Customer Profiles
Use Beyond-Bot.ai to find and add new information to your records in elorus.
Trigger Workflows
Start automated workflows in elorus based on conversations with your virtual expert.
Available Actions
Here are the specific actions your virtual expert can perform within elorus.
Create Invoice
Tool to create a new invoice. use after gathering all invoice details.
Create Product
Tool to create a new product or service in elorus. use when you need to add or configure items/services in your product catalog.
Email Invoice
Tool to email an existing invoice to specified contacts. use after generating an invoice and obtaining contact ids.
Get Bills
Tool to retrieve a list of bills. use when you need to list bills with optional filters after creation.
Get Contacts
Tool to retrieve a list of contacts. use after authentication to fetch contacts in batches. example: 'list page 2 of active company contacts sorted by name.'
Get Credit Notes
Tool to retrieve a list of credit notes. use when you need to fetch credit notes filtered by page, contact, date range, or currency.
Get Email Templates
Tool to retrieve a list of email templates. use when you need to fetch and page through existing templates in the organization.
Get Estimates
Tool to retrieve a list of estimates. use when you need to list estimates with pagination after creation.
Get Invoices
Tool to retrieve a list of invoices. use when you need to list invoices with filtering and pagination options.
Get Products
Tool to retrieve a list of products/services with optional filtering, sorting, and pagination. use when you need to fetch products for reports, ui lists, or inventory management.
Get Taxes
Tool to retrieve a list of taxes. use after authentication to list taxes with optional filters.
Get Templates
Tool to retrieve a list of document templates. use when you need to list and paginate available templates.
Update Contact
Tool to update an existing contact by id. use when you need to modify contact details after retrieving current information.