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

Automatically do this!
Create Lead
Create Deal
List All Companies
List All User
List All Pipeline Collection
List All Custom Fields
List All Resources
List Deals
Get Team Collection
List Industries Collection
List Lead Collection
List Leads Statuses Collection
List People Collection
List Products Collection
List Product Categories Collection
List Carts Collection Description
List Resources Collection
Listt Sources Collection
List Tags Collection
List Users Collection
List Emails Collection
Create Person
Create Note
Create Company
Create Product
Update Company
Update Deal
Update Lead
Update Person
Update Product
Update Cart Products Status
Find Company
Find Deal
Find Lead
Find Person
Find Product
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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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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 Chatsistant and Teamgate accounts to viaSocket. Once connected, you can set up a workflow where an event in Chatsistant triggers actions in Teamgate (or vice versa).
Absolutely. You can customize how Chatsistant data is recorded in Teamgate. This includes choosing which data fields go into which fields of Teamgate, setting up custom formats, and filtering out unwanted information.
The data sync between Chatsistant and Teamgate 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 Teamgate. 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 MoreTeamgate is an intelligent sales CRM with a great insights. Start from Lead capturing and move along to closing a Deal. Get top reports, which will become a necessity from day one.
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