UpBooks integration
Simple and Efficient Business Management Solution.
What your agents can do with UpBooks
4 pre-built UpBooks tool steps, ready to drop into any agent. Anything they do not cover, an agent can reach with an authenticated API call.
Actions (3)
Record Outward Payment
Records an outward payment in UpBooks.
Create Expense Category
Creates a new expense category in UpBooks.
Add New Employee
Adds a new employee to Upbooks.
Triggers (1)
New Data Available
Emit new event when fresh data is available for a specific collection.
Set up UpBooks 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 UpBooks account
In Relevance AI, open Integrations and add UpBooks. You will be sent to UpBooks to sign in and approve access, and the connection is stored against your workspace.
Use UpBooks in an agent
Create a tool, add a UpBooks tool step, and connect it to an agent. The agent fills in the step's inputs each time it runs.
Put UpBooks to work in your agents
Connect UpBooks alongside 1,800+ other integrations and let your agents run the busywork.