
When this happens...
Receives New Form Submission

Automatically do this!
Create Conversation With Agent
Start Chat And Send Message
Send Message to Conversation
List Agents
List Agent Conversations
List Workforces
Create Conversation With AI Workforce
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when a new form submission is received in Optform.
Triggers when New Conversation Started With an Agent.
Retrieves messages from the selected conversation posted in the last few minutes.
Triggers when a new agent is created.
Retrieve the agent's messages from the selected conversation that were sent recently.
Action is the task that follows automatically within your Optform integrations.
Start a new chat with an agent
Start chat and send message
Send a message from Agent
Show agents and apply filters
Get agent conversations
List all workforces

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To start, connect both your Optform and AgentX accounts to viaSocket. Once connected, you can set up a workflow where an event in Optform triggers actions in AgentX (or vice versa).
Absolutely. You can customize how Optform data is recorded in AgentX. This includes choosing which data fields go into which fields of AgentX, setting up custom formats, and filtering out unwanted information.
The data sync between Optform and AgentX 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 Optform and AgentX. 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.
Optform is a versatile platform designed to streamline form creation and data collection for businesses and individuals. With its user-friendly interface, Optform allows users to easily design, distribute, and analyze forms, making it an essential tool for efficient data management.
Learn MoreAgentX is a versatile platform designed to streamline and enhance your workflow with powerful automation and integration capabilities.
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