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Beyond-Bot.ai + quaderno
Quaderno is a tax compliance platform that automates tax calculations, invoicing, and reporting for businesses worldwide.
What You Can Do with this Integration
Automate Data Entry
Automatically sync new contacts or deals from Beyond-Bot.ai to quaderno.
Enrich Customer Profiles
Use Beyond-Bot.ai to find and add new information to your records in quaderno.
Trigger Workflows
Start automated workflows in quaderno based on conversations with your virtual expert.
Available Actions
Here are the specific actions your virtual expert can perform within quaderno.
Quaderno Calculate Tax Rate
Tool to calculate applicable tax rate for given address and transaction type. use when you need tax details before invoicing.
Quaderno Create Contact
Tool to create a new contact (customer or vendor). use when you need to add a person or company contact in quaderno.
Quaderno Create Invoice
Tool to create a new invoice. use when you need customer, items, and payment details prepared before invoicing.
Quaderno Create Product
Tool to create a new product. use after configuring sku, pricing, and tax settings.
Quaderno Delete Coupon
Tool to permanently delete a coupon. use when you have confirmed the coupon id is correct and need to remove it permanently (cannot be undone).
Quaderno Delete Expense
Tool to permanently delete an expense by id. use when you have confirmed the expense id is correct and no longer need the expense.
Quaderno Delete Product
Tool to permanently delete a product by id. use when you have confirmed the product id is correct and no longer need the product.
Quaderno Delete Tax Id
Tool to permanently delete a registered tax id by id. use when you have confirmed the tax id exists and no longer need the tax id.
Quaderno Deliver Credit Note
Tool to deliver a credit note to the customer via email. use after confirming the credit note is finalized.
Quaderno Deliver Invoice
Tool to deliver an invoice to the customer via email. use after confirming the invoice is finalized to send it.
Quaderno List Contacts
Tool to list contacts, paginated and filterable by name, email, or tax id. use when you need to retrieve subsets of your contacts.
Quaderno List Coupons
Tool to list all coupons. use when you need to retrieve available coupons sorted by creation date (newest first).
Quaderno List Evidence
Tool to list all evidence objects. use when you need to retrieve location evidences, optionally filtered by state or document id.
Quaderno List Expenses
Tool to list all expenses, paginated. use when you need to page through expenses with optional filters. example: listexpenses(limit=50, created before="exp 12345").
Quaderno List Jurisdictions
Tool to list all tax jurisdictions. use when you need supported jurisdictions for tax calculations.
Quaderno List Products
Tool to list all products. use when you need a paginated and filterable product catalog.
Quaderno List Registered Tax I Ds
Tool to list all registered tax ids. use when retrieving jurisdictions where your business has registered tax ids. supports optional cursor-based pagination.
Quaderno List Reporting Requests
Tool to list all reporting requests. use after creating report requests to retrieve their status and download links.
Quaderno List Sessions
Tool to list all quaderno checkout sessions, paginated and filterable by status. use when you need to retrieve your checkout sessions.
Quaderno List Tax Codes
Tool to list all supported tax codes. use when you need to retrieve the full set of tax codes for classifying items.
Quaderno List Webhooks
Tool to list all webhooks. use when you need to retrieve webhook configurations.
Quaderno Retrieve Contact
Tool to retrieve details of an existing contact by id. use after confirming contact id.
Quaderno Retrieve Coupon
Tool to retrieve details of an existing coupon by id. use after obtaining the coupon id from creation or list operations.
Quaderno Retrieve Evidence
Tool to retrieve details of an existing evidence object by id. use after confirming evidence id.
Quaderno Retrieve Invoice
Tool to retrieve details of an existing invoice by id. use when you need full invoice details for reporting or reconciliation.
Quaderno Retrieve Jurisdiction
Tool to retrieve a tax jurisdiction by id. use when you need the name, country, and region of a specific jurisdiction after confirming its id. example: "retrieve jurisdiction 94".
Quaderno Retrieve Product
Tool to retrieve details of an existing product by id. use after confirming the product id exists.
Quaderno Update Credit Note
Tool to update a credit note. use when you need to modify metadata, tags, notes, billing address, or attach files to an existing credit note. only limited fields can be updated if it has already been paid or delivered.
Quaderno Update Invoice
Tool to update an invoice. use when the invoice is not yet paid or delivered to modify only allowed fields. only the fields: po number, tag list, payment details, notes, street line 1, street line 2, custom metadata, and attachment can be modified.
Quaderno Update Product
Tool to update a product; unspecified fields remain unchanged. use after fetching the product to apply partial updates.
Quaderno Validate Tax Id
Tool to validate a tax id. use when confirming whether a given country-specific tax id is valid. example: validate tax id 'de303954554' for germany.
Quaderno Void Credit Note
Tool to void a credit note. use when you need to cancel an existing credit note.