When this happens...
New Chatbot
New Agent
New Session
New Messages
New Sources
New Sources Tags

Automatically do this!
Create Task for a Deal
Create Task for an Organization
Create Task for a Person
Update a Deal
Get a Deal
Create Deal for an Organization
Create Deal for a Person
Create or Update a Person
Get Deals for a Person
Get a Person
Delete a Person
Delete an Organization
List all People
List all Organizations
Create or Update an Organization
List all Users
List Product Categories
List Sectors
List Products
List Metrics
List Loss Reasons
List Lead Origins
Lis Deal Statuses
List Deal Stages
Update Product
Create Product
Delete Product
When this happensTriggers
A trigger is an event that starts a workflow.
Triggered when a new chatbot is created
Triggered when a New Agent is created in chatbot.
Triggered when a New Session is created in chatbot.
Triggered when a New Message is created in chatbot.
Triggered when a New Source is created in chatbot.
Triggered when a Source Tag is created in chatbot.
Action is the task that follows automatically within your Chatsistant integrations.
Create a chatbot in Account
Delete an existing chatbot.
Update an existing chatbot in Account
Add Agent in a chatbot
Create QA in chatbot.
Create a URL Source in Chatbot.

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To start, connect both your Chatsistant and Agendor accounts to viaSocket. Once connected, you can set up a workflow where an event in Chatsistant triggers actions in Agendor (or vice versa).
Absolutely. You can customize how Chatsistant data is recorded in Agendor. This includes choosing which data fields go into which fields of Agendor, setting up custom formats, and filtering out unwanted information.
The data sync between Chatsistant and Agendor 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 Chatsistant and Agendor. 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.
Chatsistant is a cutting-edge platform designed to enhance team communication and collaboration. It offers a seamless chat experience, enabling teams to connect, share ideas, and work together efficiently. With features like real-time messaging, file sharing, and integration with other productivity tools, Chatsistant is the perfect solution for businesses looking to improve their internal communication.
Learn MoreCustomer relationship management platform where user can manage organizations, people, task and deals.
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