Connect ChatBotKit and LionDesk to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for ChatBotKit
Choose an Action
Automatically do this!
Create Contact
Start Campaign
Update Hotness
Find a Contact
List Campaigns
List Contacts
List Custom Fields
List Sources
List Hotnesses
List Events
List Lead Routes
List Lead Sources
List Static Lists
List Tags
List Teams
List Team Members
List Templates
List Template Folders
List User
Ready to use ChatBotKit and LionDesk automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Triggers when a new contact is created in Liondesk.
Do thisActions
Action is the task that follows automatically within your ChatBotKit integrations.
Add Dataset Record
Add a new text record to the selected dataset.
Create Conversation
Start a conversation with initial messages; optionally attach a contact, task, space, or bot.
Create dataset
Create a dataset to train or update your chatbot
Fetch DataSet
This action fetch dataset detail.
Delete Dataset
Delete a dataset from ChatBotKit
Create Dataset Record
Add a knowledge record to a dataset so the chatbot can find relevant answers.
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Frequently Asked Questions
To start, connect both your ChatBotKit and LionDesk accounts to viaSocket. Once connected, you can set up a workflow where an event in ChatBotKit triggers actions in LionDesk (or vice versa).
Absolutely. You can customize how ChatBotKit data is recorded in LionDesk. This includes choosing which data fields go into which fields of LionDesk, setting up custom formats, and filtering out unwanted information.
The data sync between ChatBotKit and LionDesk 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 LionDesk. 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 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 MoreAbout LionDesk
LionDesk CRM is a comprehensive customer relationship management platform designed to help real estate professionals and businesses manage their contacts, automate follow-ups, and track leads.
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