
When this happens...
Company Created
New Contact Created
Contact Updated
New Deal Created

Automatically do this!
Send Template Message
Get Conversation
Send WhatsApp Message
Create Subscriber
Assign Labels To Subscriber
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new company is created.
Triggers when a new contact is created.
Triggers when a contact is updated.
Triggers when a new deal is created.
Action is the task that follows automatically within your KarmaCRM integrations.
Retrieve the list of all companies
Retrieve the list of all contacts
Creates new company.
Creates a new contact.
Creates new deal.
Finds an existing company.

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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 KarmaCRM and Botbiz accounts to viaSocket. Once connected, you can set up a workflow where an event in KarmaCRM triggers actions in Botbiz (or vice versa).
Absolutely. You can customize how KarmaCRM data is recorded in Botbiz. This includes choosing which data fields go into which fields of Botbiz, setting up custom formats, and filtering out unwanted information.
The data sync between KarmaCRM and Botbiz 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 KarmaCRM and Botbiz. 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.
KarmaCRM is a simple CRM that helps you nurture personalized relationships at scale by connecting your email, calendar and team to bring all your data into a single place.
Learn MoreBotbiz is a platform that specializes in creating and managing chatbots for businesses. It offers tools and services to design, deploy, and optimize chatbots for various customer interaction needs, enhancing customer support and engagement.
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