Connect Qonto to DocsBot AI

Both apps 41Qonto 28DocsBot AI 13

• Trigger
  Bank Account Balance Change

  Triggers when the balance or authorized balance of one of your Qonto business accounts changes.

• Trigger
  New Bank Account

  Triggers when a new business bank account is added to the Qonto organization.

• Trigger
  New Transaction

  Triggers when a new transaction is recorded on a Qonto bank account.

• Trigger
  New Transaction (Legacy)

  Triggers when a new transaction is created on the chosen Qonto bank account.

• Trigger
  New Transfer

  Triggers when a new SEPA transfer is created in your Qonto organization.

• Trigger
  Transaction Updated Attachments

  Triggers when the attachments on a transaction change, such as when a receipt is added to it.

• Trigger
  Transaction Updated Labels

  Triggers when the labels on a transaction change, for example when a label is added to a transaction or one of several labels is removed.

• Trigger
  Transaction Updated VAT

  Triggers when a transaction's VAT amount or VAT rate is set or changed on a Qonto bank account.

• Trigger
  Updated Transaction

  Triggers when a transaction on a Qonto bank account is created or updated.

• Action
  Add Attachment

  Uploads a JPEG, PNG or PDF file, such as an invoice or receipt, and attaches it to a transaction. Qonto processes the file in the background, so it may not appear on the transaction immediately.

• Action
  Add client

  Creates a client (a company, individual or freelancer you bill) in your Qonto organization and returns the new client record.

• Action
  Add client invoice

  Creates a client invoice in Qonto for an existing client, as a draft or ready for payment, and returns the new invoice.

• Action
  Add SEPA beneficiary

  Adds a new untrusted SEPA beneficiary to the organization's main bank account and returns it.

• Action
  Create External Transfer

  Creates a SEPA transfer from one of your Qonto bank accounts to a saved or new beneficiary, and returns the transfer with its status.

• Action
  Create Internal Transfer

  Creates an instant transfer between two bank accounts of your Qonto organization.

• Action
  Get bank account

  Returns a Qonto business bank account, including its IBAN, status and current balances.

• Action
  Get organization

  Returns the details of the connected Qonto organization, including its legal information and its list of bank accounts.

• Action
  Get transaction

  Returns a single Qonto transaction by its ID, including its amount, counterparty, status and dates, and optionally its labels, attachments or VAT details.

• Action
  List bank accounts

  Returns all business bank accounts of the connected Qonto organization, with their IBAN, status and balances.

• Action
  List cards

  Returns the cards visible to the connected Qonto member, optionally filtered by holder, status, bank account, card level or text search.

• Action
  List client invoices

  Returns the client invoices of the Qonto organization, optionally filtered by status, creation, update or due dates, and sorted by creation date.

• Action
  List clients

  Returns the clients (customers you invoice) of your Qonto organization, optionally filtered by name, email, VAT or tax number, or last-updated date.

• Action
  List labels

  Returns all the labels of the Qonto organization, including each label's name and parent label.

• Action
  List memberships

  Returns all the memberships of the authenticated Qonto organization, with each member's name, role, status and team.

• Action
  List SEPA beneficiaries

  Returns the SEPA beneficiaries of your Qonto organization, optionally filtered by IBAN, status or trusted flag.

• Action
  List statements

  Returns the monthly bank statements of the Qonto organization, each with its period, bank account and a temporary link to download the file. Can be narrowed to specific bank accounts or a range of months.

• Action
  List supplier invoices

  Returns the organization's supplier invoices and documents awaiting review, optionally filtered by status, dates, supplier, amount or a text search.

• Action
  List transactions

  Returns the transactions of a Qonto bank account, with optional filters by status, date range, direction, operation type and attachments.

• Action
  Add bot

  Creates a new DocsBot bot in a team, optionally copying sources from an existing bot.

• Action
  Add lead

  Captures or updates a lead for a DocsBot conversation, merging the supplied contact details (email, name, company and so on) into the lead record.

• Action
  Add source

  Creates a new training source (URL, sitemap, document, Q&A and more) on a DocsBot bot.

• Action
  Ask Question (Legacy)

  Asks a DocsBot bot a question using the legacy Chat API and returns the answer, its sources and the updated chat history.

• Action
  Chat Agent Message (Recommended)

  Sends a message to a DocsBot bot in a stateful conversation and returns the agent's answer, sources and conversation history.

• Action
  Create Web Source

  Adds a web-based training source (a page URL, sitemap, RSS feed or YouTube video) to a DocsBot bot and returns the created source.

• Action
  Delete bot

  Permanently deletes a bot from a DocsBot team.

• Action
  Delete lead

  Deletes one captured lead record from a DocsBot bot.

• Action
  Delete source

  Deletes a training source from a DocsBot bot. The source may still appear in chat answers for a few minutes afterwards.

• Action
  Get bot

  Returns one DocsBot bot with its settings, model, status and source counts.

• Action
  List bots

  Returns the bots in a DocsBot team, optionally filtered by text or privacy and sorted.

• Action
  Semantic Search

  Searches a bot's trained content and returns the most relevant source chunks for a natural-language query.

• Action
  Update bot

  Updates the settings of an existing DocsBot bot, such as its name, description, prompt, model, privacy and widget appearance. Only the fields you fill in are changed.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.