Connect ChatBotKit and Simplifi by Quicken to Build Intelligent Automations
Enable Integrations or automations with these events of ChatBotKit and Simplifi by Quicken
Enable Integrations or automations with these events of ChatBotKit and Simplifi by Quicken
Actions
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.
Explore more automations built by businesses and experts
Automate Instagram Comment Replies with Smart Keywords and DMs
Automate Social Media Post Creation and Scheduling Across Multiple Platforms
Automate Instagram DM Auto-Replies for Non‑Followers, Keywords, and Greetings
Know More About Chatbotkit and Simplifi By Quicken Integrations
How viaSocket Works | A Complete Guide
Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.
5 Simple Automation Hacks to Make Your Team Free
Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
Frequently Asked Questions
To start, connect both your ChatBotKit and Simplifi by Quicken accounts to viaSocket. Once connected, you can set up a workflow where an event in ChatBotKit triggers actions in Simplifi by Quicken (or vice versa).
Absolutely. You can customize how ChatBotKit data is recorded in Simplifi by Quicken. This includes choosing which data fields go into which fields of Simplifi by Quicken, setting up custom formats, and filtering out unwanted information.
The data sync between ChatBotKit and Simplifi by Quicken 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 Simplifi by Quicken. 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 More
About Simplifi by Quicken
Simplifi by Quicken is a personal finance management tool designed to help users track their spending, budget effectively, and achieve their financial goals. It offers features such as real-time updates on financial accounts, customizable budgets, and insightful reports to simplify financial planning.
Learn MoreviaSocket
For SaaS
For AI Agent Builders
Support
Automation Experts
Plans, Pricing and Offer
AI & Automation
© 2026 viaSocket |Privacy,TermsandData Retention & Deletion Policy
Walkover Web Solutions Pvt Ltd. | All rights reserved.