Codeless Bots : Integration Blocks to facilitate integration-related operations

Codeless Bots : Integration Blocks to facilitate integration-related operations

What are Integration blocks?

Integration blocks in the Codeless bot platform can be used to perform integration-related operations like mail subscription, ticket creation, lead creation, etc. These blocks work based on the integration configuration.

Add to Mailing list

This card can add visitors to integrated campaign services like Zoho Campaign and MailChimp. Once the card is activated, the visitor will be added to the mailing list associated with the integrated campaign service. 





Associate Lead

  • This card will allow the bot to associate a CRM lead to a CRM contact. Once the card is activated, the CRM lead will be converted to a contact inside the integrated CRM service. 
  • Here, you need to define the input field - the company name and the output field - the lead ID.
  • Inside the Advanced error handling section, there are two options - Integration not active and CRM record already exists. This will allow the bot to display an error message when the conditions mentioned above are true.



Associate Contact

  • This card will allow the bot to associate a contact with the account. Once the card is activated, the CRM contact will be associated to an account inside the integrated CRM service. 
  • Here, you need to define the output field - the contact ID. The variables that are added in this section will be available in the list of bot context variables.
  • Inside the Advanced error handling section, you have the Integration not active option. This will allow the bot to display an error message when the condition mentioned above is true.



Associate Deal

  • This card will allow the bot to associate contacts with a deal. Once the card is activated, the CRM contact will be associated to a deal inside the integrated CRM service. 
  • Here, you need to define the input fields - stage of the deal to be created, date, amount, contact ID and the output field - Deal ID. The variables that are added in this section will be available in the list of bot context variables.
  • Inside the Advanced error handling section, you have the Integration not active option. This will allow the bot to display an error message when the condition mentioned above is true.



Associate Ticket

  • This card will allow the bot to assign a ticket to a Desk user based on the integration configuration.
  • Here, you need to define the input fields - subject, status, priority, classification, department, assignee ID and the output fields - Ticket ID and Ticket Number. 
  • Inside the Advanced error handling section, you have the Integration not active, Invalid Desk department and Invalid ticket assignee option. This will allow the bot to display an error message when the conditions mentioned above are true.



To learn how to build your bot using the Codeless bot platform, click here.