Connect Chatbase and Opportunity to Build Intelligent Automations

Choose a Trigger

Chatbase

When this happens...

Choose an Action

Opportunity

Automatically do this!

Enable Integrations or automations with these events of Chatbase and Opportunity

Enable Integrations or automations with these events of Chatbase and Opportunity

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.

Request a new Action for Chatbase

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Frequently Asked Questions

How do I start an integration between Chatbase and Opportunity?

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

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

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

How often does the data sync between Chatbase and Opportunity?

The data sync between Chatbase and Opportunity 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 Opportunity?

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 Opportunity?

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