Connect Botbiz and Sanchay Crm to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Botbiz
Choose an Action
Automatically do this!
Add Contact
Create Lead
View Lead Contacts
Create Task
Create Product
Create New User
Insert or Update Data With Linking Module
Get Module Fields
Update Ticket
Ready to use Botbiz and Sanchay Crm automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead Is Created
Runs when new lead is created
Ticket Is Updated
Runs when ticket is updated
Lead Is Updated
Runs when lead is updated
Contact Created
Runs when contact created
Do thisActions
Action is the task that follows automatically within your Botbiz integrations.
Send Template Message
Send template WhatsApp message to any mobile number.
Get Conversation
Get Conversation of particular subscriber.
Send WhatsApp Message
Send WhatsApp message to any mobile number.
Create Subscriber
Create a Subscriber/Contact.
Assign Labels To Subscriber
Assign multiple labels to Subscriber.
Get Subscriber
Get Subscriber Using subscriber Phone Number.
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Frequently Asked Questions
To start, connect both your Botbiz and Sanchay Crm accounts to viaSocket. Once connected, you can set up a workflow where an event in Botbiz triggers actions in Sanchay Crm (or vice versa).
Absolutely. You can customize how Botbiz data is recorded in Sanchay Crm. This includes choosing which data fields go into which fields of Sanchay Crm, setting up custom formats, and filtering out unwanted information.
The data sync between Botbiz and Sanchay Crm typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Botbiz and Sanchay Crm. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Botbiz
Botbiz is a platform that specializes in creating and managing chatbots for businesses. It offers tools and services to design, deploy, and optimize chatbots for various customer interaction needs, enhancing customer support and engagement.
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