A support bot that books clients and opens tickets

The scenario powers your bot: it finds the customer, checks calendar availability, books appointments, and creates support tickets.

  • Finds the customer by phone in your base
  • Checks availability and books into the calendar
  • Creates and stores support tickets
  • Returns a ready result to the bot on every request
WebhookZendesk
Set it upScriptera

How it works

To create Microsoft Excel 365 records from yclients without manual input, use a ready-made scenario.

  1. Starts when: Airtable Endpoint
  2. Then: Extract Airtable Data
  3. Then: Create Airtable Data
  4. Check: Check if user found
  5. If yes: Respond to Webhook with Customer Data
  6. If no: Set Error Data
  7. Starts when: Respond to Webhook with Error
  8. Check: Check if available
  9. If yes: Create Calendar Event
  10. Then: Set Calendar Success Message
  11. Starts when: Respond with Success
  12. If no: Set Calendar Error Data
  13. Starts when: Respond With Calendar Error data
  14. Check: Check for malformed date
  15. If yes: Check Calendar Availability
  16. If no: Set Invalid Data Error
  17. Starts when: Respond with Generic Error
  18. Then: Create Ticket
  19. Check: Check if submitted succesfully
  20. If yes: Ticket Created Successfully
  21. If no: Error Creating Ticket
  22. Then: Create Customer in DB
  23. Starts when: Gcal Endpoint
  24. Then: Extract Gcal Data
  25. Starts when: Zendesk Endpoint
  26. Then: Extract Zendesk Fields
  27. Starts when: Voiceflow Endpoint
  28. Then: Extract Phone Number
  29. Then: Query Google Sheets for Phone

You can launch this yclients + Microsoft Excel 365 integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

Similar scenarios