+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.
Was du mit dieser Integration tun kannst
Dateneingabe automatisieren
Synchronisiere automatisch neue Kontakte oder Deals von Beyond-Bot.ai nach Elorus.
Kundenprofile anreichern
Nutze Beyond-Bot.ai, um neue Informationen zu finden und in Elorus zu ergänzen.
Workflows auslösen
Starte automatisierte Workflows in Elorus basierend auf Gesprächen mit deinem virtuellen Experten.
Verfügbare Aktionen
Diese Aktionen kann dein virtueller Experte in Elorus ausführen.
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.