The Bookie integration
Accounting software.
What your agents can do with The Bookie
6 pre-built The Bookie tool steps, ready to drop into any agent. Anything they do not cover, an agent can reach with an authenticated API call.
Actions (3)
Create Sales Invoice
Creates a new sales invoice.
Find Contacts
Find a contact from the address book.
Create Contact
Instantly creates a new contact in the address book.
Triggers (3)
New Invoice Paid
Emit new event when the state of an invoice is changed to 'paid'.
New Invoice Created
Emit new event when a new invoice is created.
New Contact Created
Emit new event when a contact is created.
Set up The Bookie in Relevance AI
Do this once. Every agent in your workspace can then use the connection.
Create a Relevance AI account
Sign in, or create a free account. You do not need to be a developer to set this up.
Connect your The Bookie account
In Relevance AI, open Integrations and add The Bookie. You will be sent to The Bookie to sign in and approve access, and the connection is stored against your workspace.
Use The Bookie in an agent
Create a tool, add a The Bookie tool step, and connect it to an agent. The agent fills in the step's inputs each time it runs.
Put The Bookie to work in your agents
Connect The Bookie alongside 1,800+ other integrations and let your agents run the busywork.