Connect Chatbase and upilot to Build Intelligent Automations

Choose a Trigger

Chatbase

When this happens...

Choose an Action

upilot

Automatically do this!

Enable Integrations or automations with these events of Chatbase and upilot

Enable Integrations or automations with these events of Chatbase and upilot

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

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between Chatbase and upilot?

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

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

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

How often does the data sync between Chatbase and upilot?

The data sync between Chatbase and upilot 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 upilot?

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 upilot?

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

Learn More
upilot

About upilot

UPilot is a CRM with advanced features like role-based access and control, email tracking, revenue forecast, all on a single platform and easy to use interface, resulting in enthusiastic user adoption in fast-growing companies.

Learn More