
When this happens...
New Bot

Automatically do this!
Find User
Create Company
List Users
List Account
List Account Type
List Activities
List Activity Types
List Custom Fields For Leads
List Items For Leads
List Leads
List Contacts
List Applicable Custom Fields
List Notes
List lead products
List Sources
List Stages
List Pipelines
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggered when a new bot is created.
Action is the task that follows automatically within your Chatlayer integrations.
Sends a message to a user through Chatlayer.
Creates a Channel.
Delete an existing channel.
Extract results from the Chatlayer NLP models of your bots.
Finds an existing User by email.
Creates a new Company.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Chatlayer and Nutshell accounts to viaSocket. Once connected, you can set up a workflow where an event in Chatlayer triggers actions in Nutshell (or vice versa).
Absolutely. You can customize how Chatlayer data is recorded in Nutshell. This includes choosing which data fields go into which fields of Nutshell, setting up custom formats, and filtering out unwanted information.
The data sync between Chatlayer and Nutshell 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 Chatlayer and Nutshell. 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.
Chatlayer is a powerful AI-driven platform designed to create, manage, and optimize chatbots for various communication needs. It enables businesses to automate customer interactions, enhance user engagement, and improve customer support through intelligent conversational agents.
Learn MoreNutshell is an affordable, easy-to-use CRM that helps small-business sales teams win more deals.
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