IntegrationsChatBotKitClearpoint Strategy
ChatBotKit + Clearpoint Strategy

Connect ChatBotKit and Clearpoint Strategy to Build Intelligent Automations

Choose a Trigger

ChatBotKit

When this happens...

Choose an Action

Clearpoint Strategy

Automatically do this!

Enable Integrations or automations with these events of ChatBotKit and Clearpoint Strategy

Enable Integrations or automations with these events of ChatBotKit and Clearpoint Strategy

Actions

Create Record

Create Record

Creates a ne record

Create Conversation

Create Conversation

Creates a new conversation

Request a new Action for ChatBotKit

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 ChatBotKit and Clearpoint Strategy?

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

Can we customize how data from ChatBotKit is recorded in Clearpoint Strategy?

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

How often does the data sync between ChatBotKit and Clearpoint Strategy?

The data sync between ChatBotKit and Clearpoint Strategy 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 ChatBotKit to Clearpoint Strategy?

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 ChatBotKit and Clearpoint Strategy?

Yes, you can set conditional logic to control the flow of data between ChatBotKit and Clearpoint Strategy. 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.

ChatBotKit

About ChatBotKit

ChatBotKit is a comprehensive platform designed to help businesses and developers create, manage, and deploy chatbots with ease. It offers a range of tools and features to build intelligent conversational agents that can enhance customer interaction and automate support tasks.

Learn More
Clearpoint Strategy

About Clearpoint Strategy

Manage your strategy and create reports in less time. ClearPoint makes it simple for you to link and align goals, KPIs and projects, to integrate data from multiple sources, and to automatically generate and distribute reports.

Learn More