Integrations TemplateDocs ChatBotKit
TemplateDocs + ChatBotKit

Connect TemplateDocs and ChatBotKit to Build Intelligent Automations

Choose a Trigger

TemplateDocs

When this happens...

Choose an Action

ChatBotKit

Automatically do this!

Enable Integrations or automations with these events of TemplateDocs and ChatBotKit

Enable Integrations or automations with these events of TemplateDocs and ChatBotKit

Actions

Generate Document From Template

Generate Document From Template

Create a document from a template using the data you provide.

Add Dataset Record

Add Dataset Record

Add a new text record to the selected dataset.

Create Conversation

Create Conversation

Start a conversation with initial messages; optionally attach a contact, task, space, or bot.

Create dataset

Create dataset

Create a dataset to train or update your chatbot

Fetch DataSet

Fetch DataSet

This action fetch dataset detail.

Delete Dataset

Delete Dataset

Delete a dataset from ChatBotKit

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Frequently Asked Questions

How do I start an integration between TemplateDocs and ChatBotKit?

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

Can we customize how data from TemplateDocs is recorded in ChatBotKit?

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

How often does the data sync between TemplateDocs and ChatBotKit?

The data sync between TemplateDocs and ChatBotKit 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 TemplateDocs to ChatBotKit?

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 TemplateDocs and ChatBotKit?

Yes, you can set conditional logic to control the flow of data between TemplateDocs and ChatBotKit. 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.

TemplateDocs

About TemplateDocs

TemplateDocs offers a comprehensive platform for creating, managing, and sharing document templates. Ideal for businesses and individuals looking to streamline their document creation process, TemplateDocs provides a wide range of customizable templates for various needs.

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ChatBotKit

About ChatBotKit

ChatBotKit is a comprehensive platform designed to help businesses and developers create, manage, and deploy chatbots with ease. It offers a range of tools and features to build intelligent conversational agents that can enhance customer interaction and automate support tasks.

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