Connect ChatbotAI partner and simple-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 simple-crm
Enable Integrations or automations with these events of ChatbotAI partner and simple-crm
Enable Integrations or automations with these events of ChatbotAI partner and simple-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 simple-crm accounts to viaSocket. Once connected, you can set up a workflow where an event in ChatbotAI partner triggers actions in simple-crm (or vice versa).
Absolutely. You can customize how ChatbotAI partner data is recorded in simple-crm. This includes choosing which data fields go into which fields of simple-crm, setting up custom formats, and filtering out unwanted information.
The data sync between ChatbotAI partner and simple-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 simple-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 simple-crm
Simple CRM is a team collaboration tool to unite company data in one place
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