Connect ChatBot and noCRM.io to Build Intelligent Automations
Choose a Trigger
When this happens...
User Created
Choose an Action
Automatically do this!
List Client Folders
Assign lead
Change Lead's Title
Change Lead's Status
Change Lead's Step
Log an activity to a lead
Add Comment
Create Prospect
Add Tag
Create Lead
Set Amount and Probability
Set Estimated Closing Date
Create Client Folder
Create Category
Add Lead to Client Folder
Create Prospecting List
Assign Prospecting List
Create Comment On Lead
Log an Activity
Ready to use ChatBot and noCRM.io automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
User Created
Trigger when a new user created.
New Lead
Triggers when a new lead is created
New Client Folder
Triggers when a new client folder is created
New Lead Comment
Triggers when a new lead is comment on
Lead Deleted
Triggers when a new lead is deleted
New Lead Assigned
Triggers when a lead is assigned or re-assigned to someone
Do thisActions
Action is the task that follows automatically within your ChatBot integrations.
Create a Story
Create new story.
Update Story
Update existing story.
Search Story
Search Story.
Delete Story
Delete story seach by name.
Create segment
Create segment.
Add Users to Segments
Adds one or more Users to one or more Segments.
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Frequently Asked Questions
To start, connect both your ChatBot and noCRM.io accounts to viaSocket. Once connected, you can set up a workflow where an event in ChatBot triggers actions in noCRM.io (or vice versa).
Absolutely. You can customize how ChatBot data is recorded in noCRM.io. This includes choosing which data fields go into which fields of noCRM.io, setting up custom formats, and filtering out unwanted information.
The data sync between ChatBot and noCRM.io typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between ChatBot and noCRM.io. 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.
About ChatBot
ChatBot.com is an AI-powered conversational platform designed to automate customer interactions across multiple channels, including websites, Facebook Messenger, Slack, and more. Developed by LiveChat Software, it enables businesses—particularly small to medium-sized enterprises—to deploy intelligent chatbots without the need for coding expertise.
Learn MoreAbout noCRM.io
noCRM.io helps you to track and close deals without wasting time filling out forms. Boost productivity and manage your sales cycle from end-to-end
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