Connect Chatbase and planso to Build Intelligent Automations

Choose a Trigger

Chatbase

When this happens...

Choose an Action

planso

Automatically do this!

Enable Integrations or automations with these events of Chatbase and planso

Enable Integrations or automations with these events of Chatbase and planso

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 planso?

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

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

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

How often does the data sync between Chatbase and planso?

The data sync between Chatbase and planso 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 planso?

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 planso?

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

About planso

PlanSo Forms is a form management and creation tool. It can be used directly or via wordpress plugin.

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