Connect KarmaCRM and Chatsistant to Build Intelligent Automations
Choose a Trigger
When this happens...
Company Created
New Contact Created
Contact Updated
New Deal Created
Choose an Action
Automatically do this!
Create Chatbot
Delete Chatbot
Update Chatbot
Create Agent
Create QA
Create URL Source
Delete Data-Soruces
Retrain Sources
Update Data Souce
Create Session
Delete Session
Create Message
Delete Message
Update Agent
Create Source Tag
Ready to use KarmaCRM and Chatsistant automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Company Created
Triggers when a new company is created.
New Contact Created
Triggers when a new contact is created.
Contact Updated
Triggers when a contact is updated.
New Deal Created
Triggers when a new deal is created.
New Chatbot
Triggered when a new chatbot is created
New Agent
Triggered when a New Agent is created in chatbot.
Do thisActions
Action is the task that follows automatically within your KarmaCRM integrations.
List All Companies
Retrieve the list of all companies
List All Contacts
Retrieve the list of all contacts
Create Company
Creates new company.
Create Contact
Creates a new contact.
Create Deal
Creates new deal.
Find Company
Finds an existing company.
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Frequently Asked Questions
To start, connect both your KarmaCRM and Chatsistant accounts to viaSocket. Once connected, you can set up a workflow where an event in KarmaCRM triggers actions in Chatsistant (or vice versa).
Absolutely. You can customize how KarmaCRM data is recorded in Chatsistant. This includes choosing which data fields go into which fields of Chatsistant, setting up custom formats, and filtering out unwanted information.
The data sync between KarmaCRM and Chatsistant 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 Chatsistant. 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 KarmaCRM
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 MoreAbout Chatsistant
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.
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