Connect CoachingOS and Chatbot AI to Build Intelligent Automations
Choose a Trigger
When this happens...
Fetch Leads
Choose an Action
Automatically do this!
Send WhatsApp Template Message
Add Or Update Contact
Delete Contact
Ready to use CoachingOS and Chatbot AI automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Fetch Leads
Fetches new leads from your CoachingOS account and triggers the workflow automatically.
New Message Arrives
Runs when new message arrives
Do thisActions
Action is the task that follows automatically within your CoachingOS integrations.
Create Lead
Create a new lead
Send WhatsApp Template Message
Send WhatsApp template message
Add Or Update Contact
Add or update a user's profile
Delete Contact
Add or update a user's profile
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Frequently Asked Questions
To start, connect both your CoachingOS and Chatbot AI accounts to viaSocket. Once connected, you can set up a workflow where an event in CoachingOS triggers actions in Chatbot AI (or vice versa).
Absolutely. You can customize how CoachingOS data is recorded in Chatbot AI. This includes choosing which data fields go into which fields of Chatbot AI, setting up custom formats, and filtering out unwanted information.
The data sync between CoachingOS and Chatbot AI 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 CoachingOS and Chatbot AI. 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 CoachingOS
A platform to manage coaching centers, including student enrollment, scheduling, course materials, progress tracking, and payments.
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