Connect Apizeal and Botsonic

Both apps 34Apizeal 23Botsonic 11

• Trigger
  Contact Created

  Triggers when a new contact (not a lead) is added in Apizeal.

• Trigger
  Lead Created

  Triggers when a new lead is added in Apizeal.

• Trigger
  Policy Created

  Triggers when a new insurance policy is added in Apizeal.

• Trigger
  Policy Status Updated

  Triggers when a policy's status changes in Apizeal.

• Trigger
  Task Created

  Triggers when a new task is added in Apizeal.

• Trigger
  Task Status Updated

  Triggers when a task's status changes in Apizeal.

• Action
  Find Contact

  Finds contacts and leads by name, email, phone or creation date.

• Action
  Find Task

  Finds tasks by status, related contact or policy, or due date range.

• Action
  Get Contact

  Returns one contact (or lead) by its ID, with address, employment and agent.

• Action
  Get Medical Appointment

  Returns one of a contact's medical appointments by its ID.

• Action
  Get Policy

  Returns one insurance policy by its ID, with its carrier, plan, premium and holder.

• Action
  Get Policy Members

  Returns the members (holder, applicants and dependents) of a policy.

• Action
  Get Task

  Returns one task by its ID, with its status, due date and assignees.

• Action
  List Carriers

  Returns the insurance carriers defined in your Apizeal organization, each with its ID and name.

• Action
  List Contact Notes

  Lists the notes on a contact.

• Action
  List Contact Policies

  Lists the policies a contact holds or belongs to.

• Action
  List Contact Reminders

  Lists the reminders on a contact.

• Action
  List Medical Appointments

  Lists a contact's medical appointments.

• Action
  List Policies

  Lists insurance policies, optionally filtered by code, effective date or submitted date.

• Action
  List Policy Notes

  Lists the notes on a policy.

• Action
  List Policy Reminders

  Lists the reminders on a policy.

• Action
  List Policy Statuses

  Returns the policy statuses defined in your Apizeal organization, each with its ID and name.

• Action
  List Product Types

  Returns the product types defined in your Apizeal organization, each with its ID and name.

• Trigger
  New Form Entry

  Triggers when a visitor submits the Botsonic lead/user form in a new conversation.

• Action
  Add bot data from text

  Adds a block of text to a Botsonic bot's training data.

• Action
  Add bot data from URLs

  Adds web pages by URL to a Botsonic bot's training data.

• Action
  Add FAQ

  Adds a question-and-answer FAQ entry to your Botsonic bot's knowledge.

• Action
  Delete bot data

  Deletes a bot data source (an uploaded URL, file or text) from the bot's training data.

• Action
  Delete FAQ

  Deletes an FAQ from your Botsonic bot.

• Action
  Generate response

  Sends a question to your Botsonic bot and returns the bot's answer, along with its sources and suggested follow-up questions.

• Action
  Get conversation

  Returns one Botsonic conversation by its chat id, including the visitor details, message history and resolution status.

• Action
  List bot data

  Returns the training data sources (URLs, files and text) added to your bot, with their processing status.

• Action
  List conversations

  Returns the bot's conversations with visitors, including each chat's messages, visitor details and timestamps.

• Action
  List FAQs

  Returns the FAQs (question and answer pairs) trained into the bot, optionally filtered by a search phrase.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.