Connect ChatBotKit and Finmei to Build Intelligent Automations

Choose a Trigger

ChatBotKit

When this happens...

Choose an Action

Finmei

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Invoice Created

New Invoice Created

Trigger when new invoice is created.

New Expense Created

New Expense Created

Trigger when new expense is created.

Request a new Trigger for ChatBotKit

Do thisActions

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

Add Dataset Record

Add Dataset Record

Add a new text record to the selected dataset.

Create Conversation

Create Conversation

Create a new conversation with initial messages; optionally add a contact, task, space, or bot.

Create dataset

Create dataset

Create a dataset to train or update your chatbot

Fetch DataSet

Fetch DataSet

This action fetch dataset detail.

Delete dataset

Delete dataset

Delete a dataset from ChatBotKit

Create Record

Create Record

This action create record By datasetID.

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Frequently Asked Questions

How do I start an integration between ChatBotKit and Finmei?

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

Can we customize how data from ChatBotKit is recorded in Finmei?

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

How often does the data sync between ChatBotKit and Finmei?

The data sync between ChatBotKit and Finmei 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 Finmei?

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 Finmei?

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

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Finmei

About Finmei

Finmei is a comprehensive platform designed to streamline financial management and enhance decision-making for businesses and individuals. With a focus on providing insightful analytics and efficient tools, Finmei empowers users to manage their finances with ease and precision.

Learn More