Connect Chatbase and Template To to Build Intelligent Automations

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Chatbase

When this happens...

Choose an Action

Template To

Automatically do this!

Ready to use Chatbase and Template To automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Template

New Template

Retrieve templates created within the last N minutes, where N is provided by the scheduledTime input.

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Do thisActions

Action is the task that follows automatically within your Chatbase integrations.

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.

Create File

Create File

Create a PDF from a TemplateTo template using the provided JSON data.

Create Template

Create Template

Create an existing template.

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Frequently Asked Questions

How do I start an integration between Chatbase and Template To?

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

Can we customize how data from Chatbase is recorded in Template To?

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

How often does the data sync between Chatbase and Template To?

The data sync between Chatbase and Template To 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 Template To?

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 Template To?

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

About Template To

TemplateTo allows you to easily create Liquid-based templates for your documents. Utilise our drag-and-drop editor or provide your HTML.

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