Connect ChatBotKit and Zoho Books to Build Intelligent Automations
Ready to use ChatBotKit and Zoho Books automations
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Automate Instagram DM Replies, Reactions, and Team Alerts
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Sales Invoice
Triggers when a new sales invoice is created.
New Updated Sales Invoice
Triggers when a sales invoice is updated.
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 new knowledge record to a ChatBotKit dataset for chatbot retrieval and grounding.
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Frequently Asked Questions
To start, connect both your ChatBotKit and Zoho Books accounts to viaSocket. Once connected, you can set up a workflow where an event in ChatBotKit triggers actions in Zoho Books (or vice versa).
Absolutely. You can customize how ChatBotKit data is recorded in Zoho Books. This includes choosing which data fields go into which fields of Zoho Books, setting up custom formats, and filtering out unwanted information.
The data sync between ChatBotKit and Zoho Books 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 Zoho Books. 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 Zoho Books
Zoho Books is an online accounting software that manages your finances, automates business workflows, and helps you work collectively across departments.
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