21 posts tagged with "yaml"

Documentation for the Arbox CRM adapter — member/lead lookup, lead and task creation, and scheduled WhatsApp reminders for gyms, studios, and fitness boxes.

A full copy-paste appointment-scheduling bot for Rapid clinics, end to end, plus a pointer to it from the Rapid adapter page.

A new unsubscribe chat func with a "legally binding" handling pattern, a Rapid Basic Bot starter recipe, accurate injectOAuth docs on sendWebhook with a Salesforce example, plus a small persistence fix in the partner-bundle import tool.

The Tazman adapter docs now cover the new V2 API for newOpportunity, gated by a new crmConfig.apiVersion flag. Existing customers stay on the legacy V1 path; new onboardings should default to V2.

Documentation for the Shopify CRM adapter — read-only access to customers and orders via Shopify's Admin REST API.

A new Airtable adapter page, plus an audit pass over the existing adapter docs to fix a handful of inaccuracies caught against the live server code.

Two new CRM adapter pages added alongside today's Airtable post.

A new in-browser tool to bulk-unsubscribe phone numbers from a Texter environment, plus a "Bot Recipes" section under Bot YAML with copy-paste-ready snippets for common starter bots.

The YAML reference now documents the new setDisplayName chat func — sets a custom chat title (stored separately from the channel-provided %chat:title%), with optional length capping and overflow handling.

Ten new (SUB) webhook scenarios cover the full chat lifecycle — pending, resolved (with by-agent / by-bot variants), labels, external bot toggles, and channel health — so you can subscribe an external system to any of them via a single webhook. The newly-added Data Storage and updateCrmData docs are refined to match the rest of the Func reference style, with worked before/after examples for every mergingMode.

The YAML reference now covers customer-scoped data storage func nodes and the updateCrmData chat func for persisting crmData, with cross-links from Parse CRM Data and the Data Injection providers table.

The Scenario Marketplace tag filter is now multi-select with OR by default and an explicit Match all toggle for AND; the mobile hamburger drawer covers the viewport cleanly on phones; and the landing page no longer churns on 120 Hz Macs.

The Data Injection Transformers page now highlights a practical get pattern for nested values inside JSON returned from API calls, and the crmData example shows a non-ASCII property key.

Deeper Provet adapter coverage—including the task editor tool and command behavior—plus navbar, footer, and general UI refinements across the docs site.

Expanded the Salesforce adapter documentation with a complete operation reference and clearer onboarding/troubleshooting guidance for support teams.

New Provet Cloud adapter docs and a Scenario Marketplace entry that auto-runs the bot when an agent resolves a chat.

New Monday.com adapter docs, and an updated Zoho closeTicket that now writes the chat transcript as a Note on the contact.

New Google Sheet adapter docs — look up customers from a CSV file hosted in Google Drive.

New Plando CRM adapter docs and a round of fixes and additions across existing pages.

Two new CRM adapter docs, new transformers, and a round of clarity improvements across the docs.

The Texter documentation site is now live with complete YAML bot configuration reference and the first CRM adapter docs.