Connect ChatBotKit and practifi 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 practifi
Enable Integrations or automations with these events of ChatBotKit and practifi
Enable Integrations or automations with these events of ChatBotKit and practifi
Actions
Create Record
Creates a ne record
Create Conversation
Creates a new conversation
Know More About Chatbotkit and Practifi Integrations
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Frequently Asked Questions
To start, connect both your ChatBotKit and practifi accounts to viaSocket. Once connected, you can set up a workflow where an event in ChatBotKit triggers actions in practifi (or vice versa).
Absolutely. You can customize how ChatBotKit data is recorded in practifi. This includes choosing which data fields go into which fields of practifi, setting up custom formats, and filtering out unwanted information.
The data sync between ChatBotKit and practifi 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 practifi. 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 practifi
Practifi empowers financial advisors by providing a business management platform that connects all the tools and information they need to grow.
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