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HomeHelp & DocsAutomation Builder › Pass data from a bot to an automation
Automation Builder

Pass data from a bot to an automation

Bots and automations are stronger together. A bot can collect details in a chat, then hand them to an automation that runs a larger background process, for example creating a record, calling an API, and notifying your team.

How it works

In the bot flow, add the step that sends data to the automation builder. The automation receives the data as if from a webhook and runs its workflow. The customer sees a smooth chat while the heavy lifting happens behind the scenes.

When to split the work

Keep the conversation in the bot and the operations in the automation. The bot asks the questions; the automation does the work and the integrations.

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