Connect ChatBotKit and PocketGuard to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for ChatBotKit
Choose an Action
Automatically do this!
- Request a new Action for PocketGuard
Enable Integrations or automations with these events of ChatBotKit and PocketGuard
Enable Integrations or automations with these events of ChatBotKit and PocketGuard
Actions
Create Record
Creates a ne record
Create Conversation
Creates a new conversation
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Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your ChatBotKit and PocketGuard accounts to viaSocket. Once connected, you can set up a workflow where an event in ChatBotKit triggers actions in PocketGuard (or vice versa).
Absolutely. You can customize how ChatBotKit data is recorded in PocketGuard. This includes choosing which data fields go into which fields of PocketGuard, setting up custom formats, and filtering out unwanted information.
The data sync between ChatBotKit and PocketGuard 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 PocketGuard. 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 PocketGuard
PocketGuard is a personal finance and budgeting app that helps users track spending, manage subscriptions, and optimize their savings. It connects securely to bank accounts and credit cards, providing insights into cash flow, bills, and budget limits to help users take control of their financial health.
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