BotStar integration with Freshsales Classic
How to Add a Freshsales deal from new BotStar checkpoint records
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Add a Freshsales deal from new BotStar checkpoint records" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate BotStar integrations
BotStar actions
Nekton can use any feature that is available in BotStar API.
Using our advanced AI, you can easily create custom automations for BotStar.
Here are some typical actions you can do in your automated workflows.
New Request for Human Takeover
Triggers when a user request to contact human operator.
Updated User Attribute
Triggers when a specified User Attributes has been added or updated to audience.
New Tag on User
Triggers when a new tag is added to a user.
New Checkpoint Record
Triggers when a new checkpoint record is created.
New Subscriber
Triggers when a user subscribes to receive broadcast messages.
About BotStar
BotStar is a chatbot development platform that lets you design and build your chatbots with minimal development and a visual editor.