Connect RotaCloud and AgentX to Build Intelligent Automations

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RotaCloud

When this happens...

Choose an Action

AgentX

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New conversation arrives

New conversation arrives

Start a workflow for each new conversation received by the selected AgentX agent.

Get recent messages

Get recent messages

Retrieves messages from the selected conversation posted in the last few minutes.

Get recent agents

Get recent agents

Returns agents created within the selected time window, newest first.

Fetch recent agent messages

Fetch recent agent messages

Retrieve the agent's messages from the selected conversation that were sent recently.

Request a new Trigger for RotaCloud

Do thisActions

Action is the task that follows automatically within your RotaCloud integrations.

Update User

Update User

Update an existing user by user id

Delete a User

Delete a User

Delete an existing user by user id

Create Shift

Create Shift

Creates a shift within RotaCloud.

Create Role

Create Role

Creates a role within RotaCloud.

Create Location

Create Location

Creates a location within RotaCloud.

Create Leave

Create Leave

Creates leave within RotaCloud.

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Frequently Asked Questions

How do I start an integration between RotaCloud and AgentX?

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

Can we customize how data from RotaCloud is recorded in AgentX?

Absolutely. You can customize how RotaCloud 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.

How often does the data sync between RotaCloud and AgentX?

The data sync between RotaCloud and AgentX 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 RotaCloud to AgentX?

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 RotaCloud and AgentX?

Yes, you can set conditional logic to control the flow of data between RotaCloud 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.