Connect ChatBotKit and taxplaniq to Build Intelligent Automations

Choose a Trigger

ChatBotKit

When this happens...

Choose an Action

taxplaniq

Automatically do this!

Enable Integrations or automations with these events of ChatBotKit and taxplaniq

Enable Integrations or automations with these events of ChatBotKit and taxplaniq

Actions

Add Dataset Record

Add Dataset Record

Add a new text record to the selected dataset.

Create Conversation

Create Conversation

Create a new conversation with initial messages; optionally add a contact, task, space, or bot.

Create dataset

Create dataset

Create a dataset to train or update your chatbot

Fetch DataSet

Fetch DataSet

This action fetch dataset detail.

Delete dataset

Delete dataset

Delete a dataset from ChatBotKit

Create Record

Create Record

This action create record By datasetID.

Request a new Action for ChatBotKit

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Frequently Asked Questions

How do I start an integration between ChatBotKit and taxplaniq?

To start, connect both your ChatBotKit and taxplaniq accounts to viaSocket. Once connected, you can set up a workflow where an event in ChatBotKit triggers actions in taxplaniq (or vice versa).

Can we customize how data from ChatBotKit is recorded in taxplaniq?

Absolutely. You can customize how ChatBotKit data is recorded in taxplaniq. This includes choosing which data fields go into which fields of taxplaniq, setting up custom formats, and filtering out unwanted information.

How often does the data sync between ChatBotKit and taxplaniq?

The data sync between ChatBotKit and taxplaniq typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from ChatBotKit to taxplaniq?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between ChatBotKit and taxplaniq?

Yes, you can set conditional logic to control the flow of data between ChatBotKit and taxplaniq. 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.

ChatBotKit

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.

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taxplaniq

About taxplaniq

TaxPlanIQ is an easy-to-use tax planning SaaS platform designed to make Tax Planning quick, easy, and profitable for tax planners.

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