Connect ChatbotAI partner and IXACT Contact CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
When New Account Created
Choose an Action
Automatically do this!
- Request a new Action for IXACT Contact CRM
Enable Integrations or automations with these events of ChatbotAI partner and IXACT Contact CRM
Enable Integrations or automations with these events of ChatbotAI partner and IXACT Contact CRM
Triggers
When New Account Created
When a user creates an account
Actions
Assign Trail Plan
Add subscribers to a plan
Add Wallet Balance
Add funds to a user's wallet
Create New User
Create a new user account
Create Magic Link
Generate a one-time sign-in link
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Frequently Asked Questions
To start, connect both your ChatbotAI partner and IXACT Contact CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in ChatbotAI partner triggers actions in IXACT Contact CRM (or vice versa).
Absolutely. You can customize how ChatbotAI partner data is recorded in IXACT Contact CRM. This includes choosing which data fields go into which fields of IXACT Contact CRM, setting up custom formats, and filtering out unwanted information.
The data sync between ChatbotAI partner and IXACT Contact CRM 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 ChatbotAI partner and IXACT Contact CRM. 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 ChatbotAI partner
A chatbot AI partner providing conversational AI for automated user interactions.
Learn MoreAbout IXACT Contact CRM
IXACT Contact is a real estate CRM that helps agents stay organized and build relationships with clients, prospects and referral sources.
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