Connect Chatbase and Autotask to Build Intelligent Automations

Choose a Trigger

Chatbase

When this happens...

Choose an Action

Autotask

Automatically do this!

Enable Integrations or automations with these events of Chatbase and Autotask

Enable Integrations or automations with these events of Chatbase and Autotask

Actions

Create Chatbot

Create Chatbot

Creates a chatbot

Send Prompt

Send Prompt

Send a prompt to your chatbot

Create Contact

Create Contact

Creates a contact.

List Chatbots

List Chatbots

Get a list of chatbots.

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Frequently Asked Questions

How do I start an integration between Chatbase and Autotask?

To start, connect both your Chatbase and Autotask accounts to viaSocket. Once connected, you can set up a workflow where an event in Chatbase triggers actions in Autotask (or vice versa).

Can we customize how data from Chatbase is recorded in Autotask?

Absolutely. You can customize how Chatbase data is recorded in Autotask. This includes choosing which data fields go into which fields of Autotask, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Chatbase and Autotask?

The data sync between Chatbase and Autotask typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Chatbase to Autotask?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Chatbase and Autotask?

Yes, you can set conditional logic to control the flow of data between Chatbase and Autotask. 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.

Chatbase

About Chatbase

With Chatbase, you can create a custom GPT chatbot that knows your data. Upload a pdf or a link and get a chatbot that has the info on it.

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Autotask

About Autotask

Autotask provides an IT business management solution that combines service desk, CRM, projects, time and expense, billing and more.

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