Connect Chatlayer and Salesmate to Build Intelligent Automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Bot
Triggered when a new bot is created.
Do thisActions
Action is the task that follows automatically within your Chatlayer integrations.
Send Message
Sends a message to a user through Chatlayer.
Create Channel
Creates a Channel.
Delete Channel
Delete an existing channel.
Extract NLP Result
Extract results from the Chatlayer NLP models of your bots.
Add Note
Adds Note based on previous step.
Create Activity
Creates a new Activity, probably with input from previous steps.
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Frequently Asked Questions
To start, connect both your Chatlayer and Salesmate accounts to viaSocket. Once connected, you can set up a workflow where an event in Chatlayer triggers actions in Salesmate (or vice versa).
Absolutely. You can customize how Chatlayer data is recorded in Salesmate. This includes choosing which data fields go into which fields of Salesmate, setting up custom formats, and filtering out unwanted information.
The data sync between Chatlayer and Salesmate 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 Salesmate. 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 Chatlayer
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 MoreAbout Salesmate
Salesmate is a comprehensive CRM platform designed to streamline sales processes, enhance customer relationships, and boost team productivity. It offers a range of features including contact management, sales automation, and analytics to help businesses manage their sales pipeline effectively.
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