Bokio integration
Bokio is an accounting software platform which offers digital bookkeeping, invoicing, and financial management tools to help simplify accounting processes. Use Bokio from Zoft voice agents, chat agents, workflows and AI employees.
- Account details
- 11 actions
- Starts withA call, a chat message or a schedule
- ZoftAgent or workflow decides what happens next
- Then in Bokio
Create an item - AndCreate Invoice
Zoft + Bokio
What Zoft can do with Bokio.
- 01Voice agentsA phone agent can use Bokio actions such as Create an item and Create Invoice during the call, then hand off to a person when it should.
- 02Chat agentsThe same agent on web chat, WhatsApp or SMS can look up and update Bokio while it talks to the customer.
- 03WorkflowsUse Bokio as a step on the workflow canvas, alongside the other apps in your stack.
- 04AI employeesAn AI employee can find and use Bokio actions on its own, and ask for your approval before it sends or changes anything important.
Actions 11
Things Zoft can do in Bokio.
- Create an itemCreates a new item in Bokio
- Find CustomerFind customers in Bokio by filtering and pagination
- Get an invoiceRetrieve a specific invoice by its ID
- Create InvoiceCreates a new draft invoice in Bokio
- Create CustomerCreates a new customer in Bokio
- Custom API CallMake a custom API call to a specific endpoint
- Update an invoiceUpdates an existing draft invoice in Bokio
- Get a journal entryRetrieve a specific journal entry by its ID
- Create a journal entryCreates a new journal entry in Bokio
- Add line item to invoiceAdds a line item to an existing draft invoice
Show all 11Show fewer
- Get Draft Invoice by Customer NameGet all draft invoices for a customer by customer name
Setup
Connect Bokio in three steps.
- 01ConnectChoose Bokio in Connections and enter the account details Bokio asks for, such as a store name or token.
- 02Put it to workAdd Bokio as a workflow step, or let a voice agent, chat agent or AI employee use it as a tool.
- 03Review every runAdd approvals where you want a person in the loop. Every run leaves a record you can check.
More accounting integrations.
See all in Accounting
FAQ
Bokio on Zoft, answered.
What can Zoft do with Bokio?
Zoft supports 11 actions for Bokio. You can use them as workflow steps, and voice agents, chat agents and AI employees can call them as tools.
How do I connect Bokio to Zoft?
Choose Bokio in Connections and enter the account details Bokio asks for, such as a store name or token.
Can a voice agent or chat agent use Bokio?
Yes. Once Bokio is connected, a voice agent or chat agent can use its actions during a conversation. Permissions control which actions each agent can use.
Can an AI employee work in Bokio without supervision?
Only as far as you allow. AI employees ask for approval before sensitive steps, and every run leaves a record you can review.