Integration with the Vakas-tools will automate and speed up the process of data exchange between BotHelp and other services: Bizon365, amoCRM, Bitrix24, GetCourse, SMS and email distribution systems, Tilda, LP Platform, Google and others.

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The general interaction scheme consists of three services:

  • third party service,
  • Vakas-tools,
  • BotHelp.

Interaction logic:

  • Subscriber data from the BotHelp database is transferred to Vakas-tools.
    • Full name, email, phone number, ID and other information are transmitted.
  • A third-party service sends a set of data to Vakas-tools about a subscriber who performed a certain action in this third-party service.
    • Subscriber data includes full name, email, and phone number, as well as other data that is specified for transfer in the integration settings.
  • Vakas-tools processes the data received:
    • Finds a subscriber in the BotHelp database who performed an action in a third-party service.
    • Performs actions with the found subscriber specified in the integration settings. At the moment, there are 3 types of actions that Vakas-tools can perform with a subscriber in the BotHelp database: start/stop bot, start/stop auto-mailing, transfer values ​​to custom fields.
  • Thus, Vakas-tools serves as an intermediary between BotHelp and third-party services.

Let's take a closer look at the integration possibilities using the example of the "BotHelp+Bizon365" bundle.

Setting up the integration of BotHelp and Bizon365

The integration will allow you to set up automatic subscriber management in the BotHelp database based on the data received: from the registration form, reports after the webinar, payment data.

You can also study the instructions and video on setting up this integration from the Vakas-tools service at the link .

Preparing Vakas-tools for work

  • Connect BotHelp to Vakas-tools. To do this:
    • In the BotHelp account, in the "Settings" section, in the "Integrations" section, find and copy the ID and Secret fields in the Open API section.
    • In the Bizon365 account, in the "Accesses" section, in the "Chatbots" subsection, open the BotHelp page and paste the copied ID and Secret values.

  • Create a new base in the "Subscriber Bases" section. Once created, the base will appear in the general list of bases:

  • Go to the editing section of the created database - click on the "pencil" icon.
  • In the section that opens, specify the link to the Bizon365 webinar room. In the future, you will be able to configure the transfer of this link to the BotHelp bot so that it can send it to the subscriber.
    • The link to the webinar room can be obtained in the Bizon365 account in the webinar room settings.

Transferring data from BotHelp to Vakas-tools

Subscriber data from the BotHelp bot is transferred to the Vakas-tools database via a webhook.

  • Create a bot and add the action "Send subscriber data via webhook" to it.
  • In the action settings, you will need to insert a link through which subscriber data will be transferred to Vakas-tools.
  • To get this link, in the list of your Vakas-tools databases, click on the button Links to the right of the name of the desired database.

  • In the window that opens, copy the link from the "Webhook for BotHelp" section.

  • Paste the copied link into the "Actions" block in the bot.

  • The result was a bot like this:

Transfer of registrations

1. Setting up Vakas-tool to transfer registrations

  • Open the list of databases in the Vakas-tools account.
  • Activate the transfer of registrations from Vakas-tools to BotHelp. To do this, click on the "BotHelp" icon next to the base name.

  • Activate the checkbox "Download registrations to BotHelp".

  • Now configure the transfer of variables from Vakas-tools to BotHelp. Click Add variable , in the window that opens, click Add .
  • In the window that opens, specify:
    • "Variable Name" is the name of the BotHelp subscriber's custom field to which the data will be transferred. Important: such a custom field must already be in your BotHelp account.
    • "Field in database" is a parameter in the Vakas-tools database, the value of which will be passed to the variable specified above.
    • In our example, we will pass the link to the webinar room (the link value we specified earlier) to the “link” field of BotHelp subscribers.

  • Click Add .
  • As a result, you should get a list of variables like this.

2. Setting up the landing page and BotHelp widget button for transferring registrations

In this example, we will put together a work scheme in which requests from the landing page are transferred to BotHelp. And then from BotHelp to the Vakas-tools database. After which additional data about the subscriber will be transferred from Vakas-tools back to BotHelp.

  • In BotHelp, create a button widget that will take subscribers to your BotHelp bot.
  • For the created widget button, specify the bot to which subscribers will be redirected. That is, the bot in which the action with sending data to Vakas-tools via webhook was previously added.

  • In this example, the landing page will be made on Tilda. In the Tilda constructor, create two pages:
    • page with the registration form. In the registration form, the subscriber leaves their details and clicks the Send ;
    • "Thank you" page. The subscriber gets to this page after sending the data from the registration form. It will have a widget button for subscribing to the BotHelp bot.
  • On the page with the registration form, add the "HTML code" block and insert the script from Vakas-tools into it, which will transfer the data from the form to the "Thank you" page:
<script> var thanks_pages = []; thanks_pages[1] = '{ссылка_на_страницу_спасибо_1}'; </script> <script src="//vakas-tools.ru/f/s/to_thank.js"></script>
  • Instead of the text {link_to_thank_you_page_1}, please provide the link to your "Thank you" page.
  •  On the “Thank you” page, place the widget button created earlier in BotHelp.

Done! The result is the following work scheme:

  1. The subscriber is taken to a landing page with a registration form.
  2. Fills out the form and submits your data.
  3. Goes to the "Thank you" page and subscribes to the BotHelp bot.
  4. The data from the registration form is recorded in the subscriber card.
  5. After the bot is launched, subscriber data is automatically sent to Vakas-tools via webhook.
  6. Vakas-tools processes the received data and automatically sends the value of the specified variables back to BotHelp in response. In our example, we pass a link to the webinar room.

Setting up BotHelp, Bizon365 and Vakas-tools for reporting

1. Setting up Bizon365

In the Bizon365 account, you need to specify the link to which reports will be sent to Vakas-tools. To do this:

  • In the list of your Vakas-tools bases, click on the button Links to the right of the name of the desired database.

  • Go to the "Webinar Reports" section and copy the "For Bizon365 reports" link.

  • In your Bizon365 account, go to the webinar room settings, open the "Miscellaneous" settings section, "After the webinar" subsection. Paste the copied link into the "Webhook after report creation" field.

2. Setting up Vakas-tools

  • Open the list of databases in the Vakas-tools account.
  • Activate the transfer of reports from Vakas-tools to BotHelp. To do this, click on the "BotHelp" icon next to the database name.

  • Activate the checkbox "Upload reports to BotHelp".

  • IMPORTANT! For the report to be generated, Vakas-tools must receive registrations from BotHelp, i.e. the report will be generated only for those who have subscribed to the bot. Registrations and reports must be collected in one database.
  •  Add a report and set the condition for its triggering.

  • From the standard list of Vakas-tools fields, in the "Field in the database" section, select the required one and specify its value in "Field value". Then the actions specified in this report will be performed.
    • In our example, the actions will be performed if the user clicks on the button in the webinar room 1 time.
  • Click Add . You will have a list of reports like this:

  • Now in this report you can set up 3 types of actions.
    • Transferring variable values ​​to BotHelp subscriber custom fields. To configure, click the Variables .
    • Start or stop the BotHelp bot for the subscriber. To configure, click the Bots .
    • Start or stop BotHelp auto-mailing for a subscriber. To configure, click the Auto-mailing .

Done! The result is the following work scheme:

  1. Vakas-tools automatically receives a report from Bizon365 for a specific subscriber.
  2. The data received from Bizon365 corresponds to the conditions specified in the report in Vakas-tools.
  3. Vakas-tools performs the actions specified in the report with the same subscriber in BotHelp.

Setting up BotHelp, Bizon365 and Vakas-tools for transferring orders

1. Setting up Bizon365

In the Bizon365 account, you need to specify a link through which order data will be sent to Vakas-tool. To do this:

  • In the list of your Vakas-tools bases, click on the button Links to the right of the name of the desired database.

  • Go to the "Payments" section and copy the link "For payments and orders with Bizon365".

  • In your Bizon365 account, go to settings, open the "Cash register settings" section, "Integration" subsection . In the "Forward to URL" tab, paste the copied link into the "Forwarding address 1" field.

2. Setting up Vakas-tools

  • Open the list of databases in the Vakas-tools account.
  • Activate the transfer of orders from Vakas-tools to BotHelp. To do this, click on the "BotHelp" icon next to the base name.

  • Activate the checkbox "Upload orders to BotHelp".

  • Add conditions that will trigger actions when order data is received.

  • IMPORTANT! For the conditions to work, registrations, reports and payments must be collected in one database.
  • From the standard list of Vakas-tools fields, in the "Field in the database" section, select the required one and specify its value in "Field value". Then the actions specified for this order will be performed.
    • In our example, the actions will be executed if the amount paid by the user in the order is 1000.
  • Click Add . You will have a list of reports like this:

  • Now, for orders that meet the specified condition, you can set up 3 types of actions.
    • Transferring variable values ​​to BotHelp subscriber custom fields. To configure, click the Variables .
    • Start or stop the BotHelp bot for the subscriber. To configure, click the Bots .
    • Start or stop BotHelp auto-mailing for a subscriber. To configure, click the Auto-mailing .

Done! The result is the following work scheme:

  1. Vakas-tools automatically receives a payment/order report from Bizon365 for a specific subscriber.
  2. The data received from Bizon365 corresponds to the conditions specified in the Vakas-tools database for orders.
  3. Vakas-tools performs the actions specified in the order settings with the same subscriber in BotHelp.

You can study the instructions and video on setting up this integration from the Vakas-tools service at the link .

In addition to integration with Bizon365, Vakas-tools allows you to set up integrations with other services. More detailed information can be found on the Vakas-tools website .

If you have not found the answer to your question, ask us in the chat inside your account or write to BotHelpSupportBot or to hello@bothelp.io

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