Integration · ERP
AI agents for Epicor BisTrack
Look up branches, customers, job sites, products, branch stock and customer prices, follow orders, quotes and invoices, run Smart Views, and place orders in Epicor BisTrack.
- Actions
- 13
- Read
- 11
- Write
- 2
Actions
What your agents can do in Epicor BisTrack
Look up branches, customers, job sites, products, branch stock and customer prices, follow orders, quotes and invoices, run Smart Views, and place orders in Epicor BisTrack, the ERP for lumber and building-material dealers, through the BisTrack API: Epicor cloud or your own server.
Read 11
Look things up. Nothing changes.
List branches
Lists the dealer's branches.
Find customers
Finds customers by a search text (name or code).
Get a customer
Reads a customer by ID or code, with every address and the financial details (balance, credit limit, available credit, on hold).
A customer's job sites
Lists a customer's job sites (open ones, and preliminary or closed ones on request), with their lien details.
Find products
Finds products by a search text, optionally priced for a customer at a branch.
Stock at a branch
Shows a product's stock at a branch: actual, available, allocated, reserved, on order and due, plus bin locations and stock by length.
Price for a customer
Prices a product for a customer at a trading branch, for a quantity and (for lengths) a product length, 0 when it has none.
Find orders, quotes or invoices
Lists a customer's orders, quotes, invoices, credit notes or call-off orders, optionally in a date range, at a branch, by number or by their reference.
Transaction lines
Reads the lines of an order, quote or invoice by its type and number.
Order status
Shows where an order is by its number.
Run a Smart View
Runs a BisTrack Smart View (a read-only query set up in BisTrack, for anything the other actions do not cover, purchase orders included) by its ID, with filters by name.
Write 2
Create, change or send.
Reserve an order or quote number
Reserves the next order or quote number, the first step of "Place an order or quote".
Place an order or quote
Places an order or quote under a number from "Reserve an order or quote number", for a customer at a trading branch, with the date required, a reference, a sale type (like CollectLater) and lines.
A person can approve first
Any write action can be set to wait for a person's approval before it runs, so an agent asks before it changes anything.
Connection
How it connects
Connect it once in the console, then give it to the agents and workflows that need it.
Enter the sign-in details Epicor BisTrack gives you for its API.
What you enter
- Client secret
Settings
- BisTrack API address
Kept safe
- Credentials are stored encrypted with your organization's own keys.
- They are opened only by the process that makes the call, at the moment it runs, and never go into a prompt or the browser.
- Calls go only to the tool's own servers.
Ideas
Ideas to start with
Starting points made only from the actions above. Mix them with any other tool your agents can use.
- 01
Ask about your Epicor BisTrack data
Ask a question in plain words. The agent can list branches, find customers or get a customer in Epicor BisTrack, then answers with what it found.
- 02
Let an agent update Epicor BisTrack
Have the agent place an order or quote in Epicor BisTrack as part of a larger task. Turn on approval and a person signs off on each change first.
- 03
Share what it finds in Slack
Give one agent Epicor BisTrack and Slack: it can list branches in Epicor BisTrack and post a summary to a Slack channel in the same run.
Works well with
More ERP tools
- Oracle NetSuite15 actionsRun SuiteQL queries, find customers, contacts, vendors, employees, items and transactions, read and update any record, and add customers, contacts, sales orders, invoices from orders.
- SAP S/4HANA11 actionsFind business partners, sales orders, products, stock and billing documents, enter sales orders, and query any OData API in SAP S/4HANA (Cloud Public Edition, Private Edition or on-premise), as a communication user.
- SAP Business One10 actionsFind and add business partners, look up items and stock, read and enter sales orders and quotations, follow invoices, deliveries and purchase orders, and query any Service Layer resource in SAP Business One.
- Dynamics 365 Business Central16 actionsFind customers, vendors and items, enter sales orders, quotes and purchase orders, and read invoices and general ledger entries in Microsoft Dynamics 365 Business Central, as the person who signs in.
- Odoo11 actionsSearch, read, create and update any Odoo record (contacts, leads, quotations, invoices, products, stock, tasks), run actions like confirming an order or posting an invoice, and post notes, on Odoo 19 or later.
- Acumatica16 actionsFind and update customers and contacts, look up stock items, vendors, invoices and purchase orders, follow and enter sales orders, open support cases.
FAQ
Epicor BisTrack and MyDeepAgents
Can MyDeepAgents connect to Epicor BisTrack?
Yes. The Epicor BisTrack connector has 13 actions: 11 read and 2 make changes. Your agents can call them as tools, and your workflows can run them as steps.
How do I connect Epicor BisTrack?
Enter the sign-in details Epicor BisTrack gives you for its API. You'll need: Client secret. The connection also asks for: BisTrack API address. Credentials are stored encrypted with your organization's own keys and are opened only at the moment of a call.
Can an agent change data in Epicor BisTrack without asking?
Only if you let it. Each of the 2 actions that change data can be set to wait for a person's approval before it runs.
Can I use Epicor BisTrack in workflows as well as agents?
Yes. Every Epicor BisTrack action also works as a step in a workflow, and the same connection serves your agents and your workflows.
Early access
Put Epicor BisTrack to work
Connect it in a few minutes, give an agent the actions it needs, and decide which changes wait for a person.