InsertChat and Salesflare
How to connect InsertChat
- Via Zapier — 46 operations available. Set it up ↗
What you can automate
- When feedback Status Changed in InsertChat, create internal note in Salesflare.
- When new Feedback in InsertChat, create internal note in Salesflare.
- When new Lead in InsertChat, find or create contact in Salesflare.
- When new Ticket in InsertChat, create task in Salesflare.
- When ticket Status Changed in InsertChat, create task in Salesflare.
- When updated Lead in InsertChat, find or create contact in Salesflare.
About InsertChat
InsertChat is an advanced AI chatbot creator that integrates instructions, knowledge, and privacy with powerful features to deliver the best answers.
InsertChat operations on Zapier
Triggers (14)
Start a workflow when this happens
- Feedback Status Changed — Triggers when InsertChat feedback status changes.
- Knowledge Source Added — Triggers when an InsertChat knowledge source is created.
- Knowledge Source Updated — Triggers when an InsertChat knowledge source is updated.
- New Agent — Triggers when an InsertChat agent is created.
- New Chat — Triggers when an InsertChat chat is created.
Show 9 more triggers
- New Feedback — Triggers when InsertChat feedback is created.
- New Lead — Triggers when an InsertChat lead is created.
- New Message — Triggers when an InsertChat message is created.
- New Ticket — Triggers when an InsertChat ticket is created.
- Ticket Status Changed — Triggers when an InsertChat ticket status changes.
- Updated Agent — Triggers when an InsertChat agent is updated.
- Updated Chat — Triggers when an InsertChat chat is updated.
- Updated Lead — Triggers when an InsertChat lead is updated.
- Updated Ticket — Triggers when an InsertChat ticket is updated.
Actions (25)
Things Salesflare can make it do
- Add Knowledge File — Adds a file URL as an InsertChat knowledge source.
- Add Knowledge Text — Adds text as an InsertChat knowledge source.
- Add Knowledge URL — Adds one URL as an InsertChat knowledge source without crawler behavior.
- Archive Chat — Archives an InsertChat chat.
- Change Feedback Status — Changes InsertChat feedback status.
Show 20 more actions
- Change Ticket Status — Changes an InsertChat ticket status.
- Create Agent — Creates a new InsertChat agent.
- Create Chat — Creates a new InsertChat chat for an agent.
- Create Feedback — Creates InsertChat feedback.
- Create Lead — Creates an InsertChat lead.
- Create Ticket — Creates an InsertChat ticket.
- Delete Feedback — Deletes InsertChat feedback.
- Delete Knowledge Source — Deletes an InsertChat knowledge source.
- Delete Lead — Deletes an InsertChat lead.
- Delete Ticket — Deletes an InsertChat ticket.
- Duplicate Agent — Duplicates an InsertChat agent.
- Pin Chat — Pins an InsertChat chat.
- Refresh Knowledge Source — Refreshes an InsertChat knowledge source.
- Resolve Chat — Marks an InsertChat chat as resolved.
- Send Message — Sends a message to an InsertChat agent and returns the final assistant output.
- Update Agent Basic Settings — Updates basic InsertChat agent settings.
- Update Agent Model — Updates the model used by an InsertChat agent.
- Update Chat — Updates an InsertChat chat.
- Update Lead — Updates an InsertChat lead.
- Update Ticket — Updates an InsertChat ticket.
Searches (7)
Look up existing records
- Find Agent — Finds InsertChat agents available to this app.
- Find Chat — Finds InsertChat chats available to this app.
- Find Feedback — Finds InsertChat feedback available to this app.
- Find Knowledge Source — Finds InsertChat knowledge sources available to this app.
- Find Lead — Finds InsertChat leads available to this app.
Show 2 more searches
- Find Model — Finds the InsertChat models available to this app.
- Find Ticket — Finds InsertChat tickets available to this app.
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