Chatsistant currently provides 1 trigger that can start a workflow and 2 actions a workflow can run. Use those building blocks to move information into the same workspace as the people, records, and next steps it affects.
form submission
Triggered when a form is submitted
Send Message
Send a message to a chatbot session
Custom API Call
Make a custom API call to a specific endpoint
These recipes are generated from the triggers, actions, and categories currently available for this piece. Use them as starting points, then choose the exact fields, conditions, and records your workflow should update.
Start from a supported Chatsistant event, then create or update the appropriate CRM, project, or custom record with the source context preserved.
Starts with
form submission
Finishes with
Create or update a Coherence record
Use a change in Coherence to run a supported Chatsistant action, so the next step follows the record instead of relying on someone to copy it.
Starts with
A Coherence record or workflow changes
Finishes with
Send Message
Combine Chatsistant with another integration and Coherence records to move information into the same workspace as the people, records, and next steps it affects.
Starts with
form submission
Finishes with
Send Message, then preserve the outcome in Coherence
The exact authentication fields depend on Chatsistant. The workflow structure stays straightforward:
Authorize the Chatsistant account and permissions the workflow needs.
Select one of the current triggers or actions listed above and map its fields.
Run a small test, inspect the result in both systems, and only then enable the workflow.
Explore apps that share a category with Chatsistant or provide a complementary trigger or action.
Chatsistant currently provides 1 trigger that can start a workflow and 2 actions a workflow can run. Use those building blocks to move information into the same workspace as the people, records, and next steps it affects.
Chatsistant currently lists 1 trigger and 2 actions in the integration catalog. The supported list is refreshed from the pieces available in Coherence, so review the capability names on this page before building a workflow.
Yes. A workflow can combine supported Chatsistant triggers or actions with Coherence records and other available integrations. The exact flow depends on the authentication, permissions, triggers, and actions exposed by each connected app.
The listed triggers and actions are designed for visual workflows. If the pre-built integration does not expose a capability you need, HTTP and webhook steps can cover APIs that your team is authorized to use.
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