Connect Botpress and Sanchay Crm to Build Intelligent Automations
Choose a Trigger
When this happens...
New Workspace
Choose an Action
Automatically do this!
Add Contact
Create a Lead
Create Task
Create Product
Insert or Update Data With Linking Module
Get Module Fields
Update Ticket
Ready to use Botpress and Sanchay Crm automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Workspace
Trigger when new workspace is created.
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 Botpress integrations.
Create Workspace
Creates a Workspace.
Update Workspace
Update an existing workspace.
Delete Workspace
Delete an Existing Workspace.
Update Account
Update an Existing Account.
Add Contact
Create a new contact
Create a Lead
Add lead and set follow-up
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Frequently Asked Questions
To start, connect both your Botpress and Sanchay Crm accounts to viaSocket. Once connected, you can set up a workflow where an event in Botpress triggers actions in Sanchay Crm (or vice versa).
Absolutely. You can customize how Botpress 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 Botpress 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 Botpress 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 Botpress
Botpress is a leading open-source platform designed for creating, managing, and deploying chatbots. It offers a comprehensive suite of tools for developers to build intelligent conversational agents that can be integrated into various applications and services. With its modular architecture and user-friendly interface, Botpress simplifies the process of developing chatbots, making it accessible for both technical and non-technical users.
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