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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Lead" from Chatbotic.

Add your action

An action happens after the trigger—such as "Add Record Multi-Upload Field File or URL" in IntelligenceBank.

You’re connected!

Zapier seamlessly connects Chatbotic and IntelligenceBank, automating your workflow.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Chatbotic to IntelligenceBank integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Connect Chatbotic and IntelligenceBank to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Lead
Triggers when a new email,mobile captured in Chatbotic AI chatbot widget.
Trigger
Polling
Try It
- Database _id
  Required
- Staged Record Submission Status
- Standard Record Submission Status
- Return Friendly Form Data
- General Keyword Search
- 1. Filtering Condition - Field _id
- 1. Filtering Condition - Field Type
- 1. Filtering Condition - Date Range
- 1. Filtering Condition - Search Value
- 1. Filtering Condition - Operator
- 1. Filtering Condition - Union
- 2. Filtering Condition - Field _id
- 2. Filtering Condition - Field Type
- 2. Filtering Condition - Date Range
- 2. Filtering Condition - Search Value
- 2. Filtering Condition - Operator
- 2. Filtering Condition - Union
- 3. Filtering Condition - Field _id
- 3. Filtering Condition - Field Type
- 3. Filtering Condition - Date Range
- 3. Filtering Condition - Search Value
- 3. Filtering Condition - Operator
- 3. Filtering Condition - Union
Trigger
Polling
Try It
- Search Keywords
Trigger
Polling
Try It
- Database _id
- Field _id
- Record File Upload Type
- Record File Entry Type
- Approval Revision
- Workflow Approval Status
Trigger
Polling
Try It
- Folder _id
- Search Sub-Folders
- Search Keywords
- Restrict Content Search
- File extension
- Return Friendly Form Data
- 1. Filtering Condition - Field _id
- 1. Filtering Condition - Field Type
- 1. Filtering Condition - Date Range
- 1. Filtering Condition - Search Value
- 1. Filtering Condition - Operator
- 1. Filtering Condition - Union
- 2. Filtering Condition - Field _id
- 2. Filtering Condition - Field Type
- 2. Filtering Condition - Date Range
- 2. Filtering Condition - Search Value
- 2. Filtering Condition - Operator
- 2. Filtering Condition - Union
- 3. Filtering Condition - Field _id
- 3. Filtering Condition - Field Type
- 3. Filtering Condition - Date Range
- 3. Filtering Condition - Search Value
- 3. Filtering Condition - Operator
- 3. Filtering Condition - Union
Trigger
Polling
Try It

- Folder _id
- Search Sub-Folders
- Search Keywords
- Restrict Content Search
- File extension
- Return Friendly Form Data
- 1. Filtering Condition - Field _id
- 1. Filtering Condition - Field Type
- 1. Filtering Condition - Date Range
- 1. Filtering Condition - Search Value
- 1. Filtering Condition - Operator
- 1. Filtering Condition - Union
- 2. Filtering Condition - Field _id
- 2. Filtering Condition - Field Type
- 2. Filtering Condition - Date Range
- 2. Filtering Condition - Search Value
- 2. Filtering Condition - Operator
- 2. Filtering Condition - Union
- 3. Filtering Condition - Field _id
- 3. Filtering Condition - Field Type
- 3. Filtering Condition - Date Range
- 3. Filtering Condition - Search Value
- 3. Filtering Condition - Operator
- 3. Filtering Condition - Union
Trigger
Polling
Try It
- MarkUp Comment Creator
- Approved
- Completed
- Cancelled
- Record File Upload Type
- Reviewed Item Type
- Source Item _id
- Require Approval
- Reviewer
- Reviewer Responded
- Workflow
- Workflow Template
- Sort by Field
  Required
- Sort order
  Required
- Max Results (1-100)
  Required
Trigger
Polling
Try It

- Folder _id
- Search Sub-Folders
- Search Keywords
- Restrict Content Search
- File extension
- Return Friendly Form Data
- 1. Filtering Condition - Field _id
- 1. Filtering Condition - Field Type
- 1. Filtering Condition - Date Range
- 1. Filtering Condition - Search Value
- 1. Filtering Condition - Operator
- 1. Filtering Condition - Union
- 2. Filtering Condition - Field _id
- 2. Filtering Condition - Field Type
- 2. Filtering Condition - Date Range
- 2. Filtering Condition - Search Value
- 2. Filtering Condition - Operator
- 2. Filtering Condition - Union
- 3. Filtering Condition - Field _id
- 3. Filtering Condition - Field Type
- 3. Filtering Condition - Date Range
- 3. Filtering Condition - Search Value
- 3. Filtering Condition - Operator
- 3. Filtering Condition - Union
Trigger
Polling
Try It
- Database _id
  Required
- Record _id
  Required
- Update Record As Draft
Action
Write
- Review Type
  Required
- Document ID
  Required
- Product Key
  Required
Action
Write
- Target
  Required
- File Name
  Required
- File
  Required
Action
Write
- Template Group _id
  Required
- Group Name
  Required
- Group Description
Action
Write
- Record File _id
  Required
- Field _id
  Required
- File Name
  Required
- Source Record _id
  Required
- Request Comment
- Approvers
  Required
- Required By Date
Action
Write
- Folder _id
- Resource Name
- Resource Description
- Resource Date
- Resource Review Date
- Resource Usage Details
- Resource Owner
- Resource Ownership Type
- Resource Keyword Tags
- File Name
  Required
- Remote File Name
  Required
- Remote Connector Key
  Required
Action
Write
- Record _id
  Required
Action
Write
- File Tmp Name
  Required
Action
Write
- Compliance Review ID
  Required
- Product Key
  Required
Action
Write
- Group _id
  Required
- Group Name
  Required
- Group Description
Action
Write
- Resource Id
  Required
- Resource Name
- Resource Description
- Resource Date
- Resource Review Date
- Resource Usage Details
- Resource Owner
- Resource Ownership Type
- Resource Keyword Tags
Action
Write
- Filter _id
  Required
Action
Write
- Group _id
  Required
Action
Write
- Record _id
  Required
Action
Write
- Workflow Request _id
  Required
Action
Write
- Parent Folder _id
- Sort by Field
  Required
- Sort order
  Required
- Keyword(s) to search for
- Max Results (1-100)
  Required
Action
Search
- Source Type
  Required
- Source _id
- MarkUp Comment Creator
- Sort by Field
  Required
- Sort order
  Required
- Max Results (1-100)
  Required
Action
Search
- Database _id
  Required
- Sort by Field
  Required
- Sort order
  Required
- Max Results (1-100)
  Required
- Staged Record Submission Status
- Standard Record Submission Status
- General Keyword Search
- 1. Filtering Condition - Field _id
- 1. Filtering Condition - Field Type
- 1. Filtering Condition - Date Range
- 1. Filtering Condition - Search Value
- 1. Filtering Condition - Operator
- 1. Filtering Condition - Union
- 2. Filtering Condition - Field _id
- 2. Filtering Condition - Field Type
- 2. Filtering Condition - Date Range
- 2. Filtering Condition - Search Value
- 2. Filtering Condition - Operator
- 2. Filtering Condition - Union
- 3. Filtering Condition - Field _id
- 3. Filtering Condition - Field Type
- 3. Filtering Condition - Date Range
- 3. Filtering Condition - Search Value
- 3. Filtering Condition - Operator
- 3. Filtering Condition - Union
- 4. Filtering Condition - Field _id
- 4. Filtering Condition - Field Type
- 4. Filtering Condition - Date Range
- 4. Foreign Source _id
- 4. Filtering Condition - Foreign Field _id
- 4. Filtering Condition - Foreign Field Type
- 4. Filtering Condition - Search Value
- 4. Filtering Condition - Operator
- 4. Filtering Condition - Union
- 5. Filtering Condition - Field _id
- 5. Filtering Condition - Field Type
- 5. Filtering Condition - Date Range
- 5. Foreign Source _id
- 5. Filtering Condition - Foreign Field _id
- 5. Filtering Condition - Foreign Field Type
- 5. Filtering Condition - Search Value
- 5. Filtering Condition - Operator
- 5. Filtering Condition - Union
Action
Search
- Sort by Field
  Required
- Sort order
  Required
- Max Results (1-100)
  Required
- User Fullname to search for
- User Email to search for
- User _id to search for
- User id to search for
- User Division _id to search for
- User Group _id to search for
- User External Id to search for
Action
Search
- Parent Folder _id
- Sort by Field
  Required
- Sort order
  Required
- Keyword(s) to search for
- Max Results (1-100)
  Required
- Destination Folder _id
  Required
- Folder Name
  Required
- Folder Description
Action
Search or write

- Website
  Required
- Sender
  Required
- Message
  Required
Action
Write
- Folder _id
- Search Keywords
Trigger
Polling
Try It
- Resolved
- Source Type
  Required
- Source _id
- Parent MarkUp Comment
- MarkUp Comment Creator
- Search Keywords
Trigger
Polling
Try It
- Database _id
  Required
- Staged Record Submission Status
- Standard Record Submission Status
- Return Friendly Form Data
- General Keyword Search
- 1. Filtering Condition - Field _id
- 1. Filtering Condition - Field Type
- 1. Filtering Condition - Date Range
- 1. Filtering Condition - Search Value
- 1. Filtering Condition - Operator
- 1. Filtering Condition - Union
- 2. Filtering Condition - Field _id
- 2. Filtering Condition - Field Type
- 2. Filtering Condition - Date Range
- 2. Filtering Condition - Search Value
- 2. Filtering Condition - Operator
- 2. Filtering Condition - Union
- 3. Filtering Condition - Field _id
- 3. Filtering Condition - Field Type
- 3. Filtering Condition - Date Range
- 3. Filtering Condition - Search Value
- 3. Filtering Condition - Operator
- 3. Filtering Condition - Union
Trigger
Polling
Try It
- Database _id
- Field _id
- Record File Upload Type
- Record File Entry Type
- Approval Revision
- Workflow Approval Status
Trigger
Polling
Try It
- MarkUp Comment Creator
- Approved
- Completed
- Cancelled
- Record File Upload Type
- Reviewed Item Type
- Require Approval
- Reviewer
- Reviewer Responded
- Workflow
- Workflow Template
Trigger
Polling
Try It
- Database _id
  Required
- Staged Record Submission Status
- Standard Record Submission Status
- Return Friendly Form Data
- General Keyword Search
- 1. Filtering Condition - Field _id
- 1. Filtering Condition - Field Type
- 1. Filtering Condition - Date Range
- 1. Filtering Condition - Search Value
- 1. Filtering Condition - Operator
- 1. Filtering Condition - Union
- 2. Filtering Condition - Field _id
- 2. Filtering Condition - Field Type
- 2. Filtering Condition - Date Range
- 2. Filtering Condition - Search Value
- 2. Filtering Condition - Operator
- 2. Filtering Condition - Union
- 3. Filtering Condition - Field _id
- 3. Filtering Condition - Field Type
- 3. Filtering Condition - Date Range
- 3. Filtering Condition - Search Value
- 3. Filtering Condition - Operator
- 3. Filtering Condition - Union
Trigger
Polling
Try It
- MarkUp Comment Creator
- Approved
- Completed
- Cancelled
- Record File Upload Type
- Reviewed Item Type
- Require Approval
- Reviewer
- Reviewer Responded
- Workflow
- Workflow Template
Trigger
Polling
Try It
- Platform URL
  Required
- Email Address
  Required
- Password
  Required
Action
Write
- Database _id
  Required
- Update Record As Draft
- Owner Groups
- Owner Division
Action
Write
- Destination Folder _id
  Required
- Folder Name
  Required
- Folder Description
Action
Write
- Source _id
- Source Type
  Required
- Message
  Required
- XFDF Annotation
- Color
- Id
- Page
- X
- Y
- Record File Upload Type
- Restrict Content Search
Action
Write
- Folder _id
- Resource Name
- Resource Description
- Resource Date
- Resource Review Date
- Resource Usage Details
- Resource Owner
- Resource Ownership Type
- Resource Keyword Tags
- File - Type
  Required
- File - Tmp Name
  Required
- File - Size
  Required
- File - Original Filename
  Required
Action
Write
- Folder _id
- Resource URL
  Required
- Resource Name
- Resource Description
- Resource Date
- Resource Review Date
- Resource Usage Details
- Resource Owner
- Resource Ownership Type
- Resource Keyword Tags
Action
Write
- Markup Comment _id
  Required
Action
Write
- Compliance Review ID
  Required
- Product Key
  Required
Action
Write
- Database _id
  Required
- Record _id
  Required
- Update Record As Draft
  Required
- Owner Groups
- Owner Division
Action
Write
- Resource Name
- Resource Id
  Required
- File - Type
  Required
- File - Tmp Name
  Required
- File - Size
  Required
- File - New Name
  Required
- Create New Version
  Required
- New Version Comment
Action
Write
- Workflow Request _id
  Required
Action
Write
- Form Source
  Required
Action
Write
- Resource Id
  Required
Action
Write
- Resource Id
  Required
Action
Write
- Sort by Field
  Required
- Sort order
  Required
- Max Results (1-100)
  Required
Action
Search
- Sort by Field
  Required
- Sort order
  Required
- Max Results (1-100)
  Required
- Search Keywords
Action
Search
- Record File _id
- Database _id
- Source _id
- Field _id
- Record File Upload Type
- Record File Entry Type
- Approval Revision
- Workflow Approval Status
- Sort by Field
  Required
- Sort order
  Required
- Max Results (1-100)
  Required
Action
Search
- Folder _id
- Search Sub-Folders
- Sort by Field
  Required
- Sort order
  Required
- Max Results (1-100)
  Required
- Search Keywords
- Restrict Content Search
- File extension
- 1. Filtering Condition - Field _id
- 1. Filtering Condition - Field Type
- 1. Filtering Condition - Date Range
- 1. Filtering Condition - Search Value
- 1. Filtering Condition - Operator
- 1. Filtering Condition - Union
- 2. Filtering Condition - Field _id
- 2. Filtering Condition - Field Type
- 2. Filtering Condition - Date Range
- 2. Filtering Condition - Search Value
- 2. Filtering Condition - Operator
- 2. Filtering Condition - Union
- 3. Filtering Condition - Field _id
- 3. Filtering Condition - Field Type
- 3. Filtering Condition - Date Range
- 3. Filtering Condition - Search Value
- 3. Filtering Condition - Operator
- 3. Filtering Condition - Union
Action
Search
- MarkUp Comment Creator
- Approved
- Completed
- Cancelled
- Record File Upload Type
- Reviewed Item Type
- Source Item _id
- Require Approval
- Reviewer
- Reviewer Responded
- Workflow
- Workflow Template
- Sort by Field
  Required
- Sort order
  Required
- Max Results (1-100)
  Required
Action
Search
- Sort by Field
  Required
- Sort order
  Required
- Max Results (1-100)
  Required
- Search Keywords
- Template Group _id
  Required
- Group Name
  Required
- Group Description
Action
Search or write

About Chatbotic

Chatbotic, the AI chatbot, promptly answers customer queries on your site, Facebook, Instagram and auto-gathers potential visitor lead info.

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About IntelligenceBank

IntelligenceBank marketing operations software helps content marketers seamlessly manage digital assets, creative content approvals and compliance, and creative project management.