Beyond-Bot.ai + Everhour

Everhour is a time tracking and expense management software equipped with budgeting, forward resource planning, expense tracking, dashboards, and reports.

What You Can Do with this Integration

Automate Data Entry

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

Enrich Customer Profiles

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

Trigger Workflows

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

Available Actions

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

Create Client

Tool to create a new client in everhour. use when you need to add a client before tracking time or assigning it to projects.

Delete A Client

Tool to delete a client. use when you need to permanently remove a client from everhour after confirming the client id.

List Clients

Tool to list all clients. use when you need an overview of workspace clients.

List Expenses

Tool to retrieve all expenses. use when you need to review expense records across your workspace.

Get Client By Id

Tool to retrieve a specific client by id. use when you need detailed client information after obtaining the client's id.

Get Project

Tool to retrieve a specific project. use after you have the project id if you need its details.

Get Section

Tool to retrieve a specific section. use when you need detailed section data by its id.

Get Authenticated User Profile

Tool to retrieve profile information of the authenticated user. use after providing api key to fetch current user's profile details.

List Expense Categories

Tool to list all expense categories. use when you need to retrieve every category available for categorizing expenses after authenticating with your api key.

List Webhooks

Tool to list all webhooks. use when you need to retrieve every configured webhook for the account after authenticating with your api key.

List Invoices

Tool to list all invoices. use when you need to retrieve every invoice in your everhour workspace after authenticating with your api key.

List All Projects

Tool to list all projects. use when you need to retrieve every project accessible by your authenticated api key.

List Sections

Tool to list sections within a project. use when you need to retrieve all sections for a specified project after authenticating with your api key.

List Tags

Tool to list all tags. use when you need to retrieve every tag in your everhour workspace after authenticating with your api key.

List Team Members

Tool to list all team members. use when you need to retrieve your everhour team's current roster after authenticating with your api key.

List Teams

Tool to list all teams. use to retrieve available teams for your api key.

Create Project

Tool to create a new project in everhour. use after gathering project details to persist a new project.

Delete A Project

Tool to delete a project. use when you need to permanently remove a project from everhour after confirming the project id.

Create Section

Tool to create a new section in a project. use when you need to organize tasks under an existing project after confirming the project id.

Delete A Section

Tool to delete a section. use when you need to permanently remove a section from everhour after confirming the section id.

Create Task

Tool to create a new task in a project. use when you need to quickly add a task under a specific project id. example: "create a task named 'write tests' in project proj 123456".

Start Timer

Tool to start a new timer for a task. use when you need to begin tracking time on a specific task.

Update Client

Tool to update an existing client. use when you need to modify client details such as name, hourly rate, or archived status after confirming the client id.

Update An Existing Project

Tool to update an existing project. use after confirming the project id when modifying project details.