DailyBot + CINC Integrations
How to connect DailyBot + CINC
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Kudos GivenTriggers every time that any Kudos are given to someone in your DailyBot organization.Trigger- New Check-In Response CompletedTriggers when a response is added to a check-in in DailyBot by any user from your organization.Trigger
- New Form Response CompletedTriggers when a new response is added to a form in Dailybot by any user from your organization or external user.Trigger
- New Check-In Response Completed (Deprecated)Triggers when a response is added to a check-in in DailyBot by any user from your organization.Trigger
- Give KudosIt gives kudos to one or several users in DailyBot.Action
- Send MessageIt sends a DailyBot Message to one or several users, or to a group of people (via channel or room).Action
Agent AssignedTriggers when an agent is assigned.Trigger- Label AppliedTriggers when a label is applied.Trigger
- CINC
Triggers when new inquiry was requested.
Instant
Trigger
- CINC
Triggers when a new lead is added.
Instant
Trigger
- CINC
Triggers when a note is applied.
Instant
Trigger
- CINC
Triggers when a pipeline stage is applied.
Instant
Trigger
- CINC
Triggers when a lead is trashed.
Instant
Trigger
- CINC
Triggers when a lead's information is updated. I,E changing a lead's phone number.
Instant
Trigger
- CINC
Creates a new lead.
Scheduled
Action
- CINC
Adds a note to a lead in the CINC CRM.
Scheduled
Action
- CINC
Create a saved search in CINC based on lead search data.
Scheduled
Action
- CINC
Updates existing lead in the CINC CRM.
Scheduled
Action
- CINC
Trashes a lead in the CINC CRM.
Scheduled
Action
- CINC
Call this to verify an already confirmed lead source by form id.
Scheduled
Action
How DailyBot + CINC Integrations Work
- Step 1: Authenticate DailyBot and CINC.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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