
When this happens...

Automatically do this!
Create Client
List All Clients
List All Department
List All Milestones
List All Person
List all Phases
List All Project Task
List All Project
Create Logged Time
Create Department
Create Milestone
Create Person
Create Phase
Create Project Task
Create Time Off
Create Allocation
Update Phase
Update Milestone
Update Person
Find Person
Update Project Task
Update Allocation
Update Logged Time
Find Project
Find Allocation
Create Project
Update Project
Update Client
Update Department
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new milestone is created.
Triggers when a new milestone is person.
Triggers when a new phase is created.
Triggers when a new project is created.
Triggers when a new project task is created.
Triggers when a project task is modified.
Action is the task that follows automatically within your ChatBotKit integrations.
Add a new text record to the selected dataset.
Create a new conversation with initial messages; optionally add a contact, task, space, or bot.
Create a dataset to train or update your chatbot
This action fetch dataset detail.
Delete a dataset from ChatBotKit
This action create record By datasetID.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your ChatBotKit and Float accounts to viaSocket. Once connected, you can set up a workflow where an event in ChatBotKit triggers actions in Float (or vice versa).
Absolutely. You can customize how ChatBotKit data is recorded in Float. This includes choosing which data fields go into which fields of Float, setting up custom formats, and filtering out unwanted information.
The data sync between ChatBotKit and Float 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 ChatBotKit and Float. 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 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 MoreFloat is the fast and friendly resource scheduling app. Keep track of who's working on what and when.
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