Connect ChatBotKit and Moneybird to Build Intelligent Automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Invoice
Triggers when a new invoice is created in Moneybird.
New Contact
Triggers when a new contact is created in Moneybird.
New Quote
Trigger when a new quote is created.
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 Moneybird accounts to viaSocket. Once connected, you can set up a workflow where an event in ChatBotKit triggers actions in Moneybird (or vice versa).
Absolutely. You can customize how ChatBotKit data is recorded in Moneybird. This includes choosing which data fields go into which fields of Moneybird, setting up custom formats, and filtering out unwanted information.
The data sync between ChatBotKit and Moneybird 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 Moneybird. 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 Moneybird
Moneybird is a comprehensive online accounting software designed to streamline financial management for businesses. It offers features such as invoicing, expense tracking, and financial reporting to help businesses maintain accurate and up-to-date financial records.
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