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Beyond-Bot.ai + espocrm
EspoCRM is an open-source web application that allows businesses to manage their customer relationships effectively.
What You Can Do with this Integration
Automate Data Entry
Automatically sync new contacts or deals from Beyond-Bot.ai to espocrm.
Enrich Customer Profiles
Use Beyond-Bot.ai to find and add new information to your records in espocrm.
Trigger Workflows
Start automated workflows in espocrm based on conversations with your virtual expert.
Available Actions
Here are the specific actions your virtual expert can perform within espocrm.
Espocrm Get App User
Tool to retrieve current user data including token, acl, and preferences. use after successful authentication to fetch session-specific profile.
Espocrm Get Metadata
Tool to retrieve metadata information from espocrm. use when you need to discover system configuration, user details, acl, and translations right after authentication.