Integrations Conversion Chats Vertex
Conversion Chats + Vertex

Connect Conversion Chats and Vertex to Build Intelligent Automations

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Conversion Chats

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Choose an Action

Vertex

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Enable Integrations or automations with these events of Conversion Chats and Vertex

Enable Integrations or automations with these events of Conversion Chats and Vertex

Actions

Send Template Message

Send Template Message

Sends WhatsApp message using template.

Create Contacts

Create Contacts

Add the contact details into the database and can select the specific group to add contacts in conversion chats.

Update Contacts

Update Contacts

Update the contact details into the database and can select the specific group to add contacts in conversion chats.

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Frequently Asked Questions

How do I start an integration between Conversion Chats and Vertex?

To start, connect both your Conversion Chats and Vertex accounts to viaSocket. Once connected, you can set up a workflow where an event in Conversion Chats triggers actions in Vertex (or vice versa).

Can we customize how data from Conversion Chats is recorded in Vertex?

Absolutely. You can customize how Conversion Chats data is recorded in Vertex. This includes choosing which data fields go into which fields of Vertex, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Conversion Chats and Vertex?

The data sync between Conversion Chats and Vertex typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Conversion Chats to Vertex?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Conversion Chats and Vertex?

Yes, you can set conditional logic to control the flow of data between Conversion Chats and Vertex. 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.

Conversion Chats

About Conversion Chats

Conversion Chats is a platform designed to enhance customer engagement and boost conversion rates through interactive WhatsApp chat solutions. It provides businesses with tools to create personalised chat experiences that can help convert WhatsApp visitors into customers, improve customer support, and increase overall sales.

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Vertex

About Vertex

Vertex is a leading provider of comprehensive tax technology solutions, helping businesses manage their tax compliance and streamline their tax processes. With a focus on delivering accurate and efficient tax solutions, Vertex offers a range of services including tax calculation, reporting, and compliance management for various industries.

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