Connect BotConversa and Relate

Both apps 36BotConversa 14Relate 22

• Trigger
  New Subscriber

  Triggers when a new subscriber is added to your BotConversa bot.

• Trigger
  New Tag

  Triggers when a new tag is created in your BotConversa account.

• Trigger
  Sequence Subscription

  Triggers when a subscriber is subscribed to a sequence (a subscriber's sequence subscriptions change).

• Action
  Adds Subscriber to a Sequence

  Adds a subscriber to a BotConversa sequence.

• Action
  Add Tag to Subscriber

  Adds a tag to a BotConversa subscriber.

• Action
  Close Conversation

  Closes the conversation with a BotConversa subscriber.

• Action
  Create a New Subscriber

  Creates a new BotConversa subscriber from a phone number and name, with WhatsApp opt-in confirmed.

• Action
  Deletes Subscriber From a Sequence

  Removes a subscriber from a sequence so they stop receiving its messages.

• Action
  Delete Tag From a Subscriber

  Removes a tag from a BotConversa subscriber.

• Action
  Find Subscriber by Phone

  Finds a BotConversa subscriber by phone number and returns their details, tags, sequences and custom field values.

• Action
  Open Conversation

  Opens the conversation with a subscriber, optionally assigning it to a manager.

• Action
  Send Flow

  Sends a chosen flow to a BotConversa subscriber.

• Action
  Send Message

  Sends a text message or a file to a BotConversa subscriber over WhatsApp.

• Action
  Update Custom Field

  Sets the value of a custom field on a BotConversa subscriber.

• Trigger
  Contact Created

  Triggers when a new contact is added in Relate.

• Trigger
  Entry Created

  Triggers when a new entry is added to a Relate list or process.

• Trigger
  Entry Updated

  Triggers when an entry in a Relate list or process is added or changed.

• Trigger
  New Recorded Meeting

  Triggers when a new recorded meeting is added in Relate (only meetings with at least one completed recording appear).

• Trigger
  Note Created

  Triggers when a new note is added in Relate.

• Trigger
  Organization Created

  Triggers when a new organization is added in Relate.

• Action
  Create Contact

  Creates a contact in Relate from a first name and/or email address, optionally linked to an organization.

• Action
  Create Note

  Creates a note on an organization in Relate, optionally linked to a deal.

• Action
  Create Organization

  Creates an organization in Relate from a name and/or website domain.

• Action
  Delete Contact

  Deletes a Relate contact.

• Action
  Delete Note

  Deletes a note in Relate.

• Action
  Delete Organization

  Deletes a Relate organization.

• Action
  Find Contact

  Finds a contact in Relate by email address or phone number and returns the first match.

• Action
  Find Entry From Organization Process

  Finds an organization's entry in a Relate process by organization ID.

• Action
  Find Note

  Returns the most recently updated notes in Relate, optionally only those updated after a given time; the first note is also returned on its own.

• Action
  Find Organization

  Returns Relate organizations, most recently updated first, optionally only those updated after a given time. The first organization's fields are also returned on their own.

• Action
  Get Contact

  Returns one Relate contact by its ID.

• Action
  Get Organization

  Returns one Relate organization by its ID.

• Action
  Get Recording

  Returns a meeting recording from Relate with its AI summary, topics, action items and transcript (summary and transcript are empty until processing is done).

• Action
  Update Contact

  Updates a Relate contact's name or email addresses.

• Action
  Update Note

  Updates a note's text or linked deal in Relate.

• Action
  Update Organization

  Updates a Relate organization's name or domains.

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