Connect ChatBot and outline to Build Intelligent Automations

Choose a Trigger

ChatBot

When this happens...

Choose an Action

outline

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Ready to use ChatBot and outline automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

User Created

User Created

Trigger when a new user created.

New Document Published

New Document Published

Triggers when a new document is published.

Collection Created

Collection Created

Triggers when a new collection is created in outline account.

Document Created

Document Created

Triggers when a new document is created in outline account.

Group Created

Group Created

Triggers when a new group is created in outline.

Stars Created

Stars Created

Triggers when a document or collection is starred.

Do thisActions

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

Create a Story

Create a Story

Create new story.

Update Story

Update Story

Update existing story.

Search Story

Search Story

Search Story.

Delete Story

Delete Story

Delete story seach by name.

Create segment

Create segment

Create segment.

Add Users to Segments

Add Users to Segments

Adds one or more Users to one or more Segments.

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Frequently Asked Questions

How do I start an integration between ChatBot and outline?

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

Can we customize how data from ChatBot is recorded in outline?

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

How often does the data sync between ChatBot and outline?

The data sync between ChatBot and outline 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 ChatBot to outline?

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 ChatBot and outline?

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

ChatBot

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.

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outline

About outline

Outline is a fast, open‑source team knowledge base and wiki for organizing internal documentation, product specs, support answers, meeting notes, and onboarding. It features a blazing‑fast Markdown editor with slash commands, real‑time collaboration with comments and threads, powerful search with optional AI answers, and 20+ integrations including Slack, Figma, and Loom. Teams can manage permissions, guest access, and public sharing, and customize branding with custom domains; it’s available both as a hosted cloud service and a self‑hosted deployment. Designed for speed, simplicity, and transparency, Outline serves as a shared long‑term memory for modern teams.

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