Data Connections
For Chat Aid to absorb information, you need to connect your data with Chat Aid. This is done through one or more data connections. The following data connections are supported:
Accelo
ActiveCampaign
Airtable
Chat Aid imports the following Ticket information from Airtable:
- Created at
Asana
Chat Aid imports the following Ticket information from Asana:
- Assignee name
- Collection
- Completed at
- Created at
- Due date
- Parent ticket
- Ticket attachments
- Ticket description
- Ticket name
- Ticket tags
- Ticket type
- Ticket URL
- Updated at
Chat Aid imports the following User information from Asana:
- User avatar
- User emails
- User last login_at
- User licenses
- User name
- User organizations
- User roles
Azure DevOps
Chat Aid imports the following Ticket information from Azure DevOps:
- Assignee name
- Completed at
- Created at
- Created by
- Ticket description
- Ticket name
- Ticket status
- Ticket type
- Ticket URL
- Updated at
- Workspace
BambooHR
Basecamp
Chat Aid imports the following Ticket information from Basecamp:
- Assignee name
- Collection
- Completed at
- Created at
- Created by
- Due date
- Ticket Contact
- Ticket description
- Ticket name
- Ticket status
- Ticket URL
- Updated at
- Workspace
Bitbucket
Canny
Chat Aid imports the following Comment information from Canny:
- Comment body
- Created at
- Created by
- Parent comment
Chat Aid imports the following Post information from Canny:
- Created at
- Created by
- Page type
- Post space
- Post status
- Post tags
- Post URL
- Published at
- Ticket description
- Ticket title
Capsule
ClickUp
Chat Aid imports the following Ticket information from ClickUp:
- Collection
- Created at
- Created by
- Parent type
- Priority
- Ticket description
- Ticket name
- Ticket status
Close
Chat Aid imports the following Account information from Close:
- Account address
- Account description
- Account industry
- Account name
- Account owner
- Account website
- Created at
- Last activity at
- No. of employees in account
- Updated at
Chat Aid imports the following Contact information from Close:
- Contact account name
- Contact email address
- Contact job title
- Contact name
- Contact phone numbers
- Created at
- Updated at
Chat Aid imports the following Engagement information from Close:
- Created at
- Engagement account
- Engagement contact
- Engagement content
- Engagement direction
- Engagement end time
- Engagement owner
- Engagement start time
- Engagement subject
- Engagement type
- Updated at
Chat Aid imports the following Note information from Close:
- Created at
- Note account
- Note contact
- Note owner
Chat Aid imports the following Opportunitie information from Close:
- Close date
- Created at
- Last activity at
- Opportunity account
- Opportunity amount
- Opportunity description
- Opportunity name
- Opportunity owner
- Opportunity status
- Updated at
Chat Aid imports the following Stage information from Close:
- Stage name
Chat Aid imports the following Task information from Close:
- Created at
- Task account
- Task content
- Task due date
- Task owner
- Task status
- Task subject
- Updated at
Chat Aid imports the following User information from Close:
- Created at
- Is user active: true/false
- Updated at
- User email
- User name
Coda
Confluence On Prem
Confluence®
Chat Aid imports the following Page information from Confluence®:
- Page content
- Page title
- Page URL
Copper
Custom Files
Chat Aid imports the following Supported file information from Custom Files:
- csv
- doc
- docx
- odt
- ppt
- pptx
- rtf
- txt
- xlsx
Dropbox - Business
Freshdesk
Chat Aid imports the following Contact information from Freshdesk:
- Account ID
- Contact email address
- Contact name
- Contact phone number
- Created at
- Updated at
Chat Aid imports the following Ticket information from Freshdesk:
- Assignee name
- Created at
- Priority
- Ticket contact
- Ticket due date
- Ticket name
- Ticket status
- Ticket tags
- Ticket type
- Updated at
Chat Aid imports the following User information from Freshdesk:
- Created at
- Is user active: true/false
- Updated at
- User email address
- User name
Freshsales
GitLab
Google Drive™
Chat Aid imports the following Chat Aid absorbs the following information from your Google Drive™ files information from Google Drive™:
- Hyperlinks
- Images
- Links
- Text
Chat Aid imports the following Chat Aid supports the following file formats information from Google Drive™:
- .csv
- .docx
- .pptx
- .xlsx
- Google Docs
- Google Sheets
- Google Slides
Google Workspace
Chat Aid imports the following Employee information from Google Workspace:
- Created at
- Employee email
- Employee groups
- Employee manager
- Employee name
- Employee number
- Employee phone numbers
Chat Aid imports the following Group information from Google Workspace:
- Group description
- Group name
Gorgias
Chat Aid imports the following Contact information from Gorgias:
- Contact details
- Contact email
- Contact name
- Created at
- Updated at
Chat Aid imports the following Ticket information from Gorgias:
- Assignee name
- Created at
- Created by
- Is ticket unread: true/false
- Language
- Priority
- Ticket contact
- Ticket description
- Ticket name
- Ticket number
- Ticket status
- Ticket tags
- Updated at
Chat Aid imports the following User information from Gorgias:
- Created at
- Is user active: true/false
- Updated at
- User email
- User name
- User role
GreytHR
Chat Aid imports the following Employee information from GreytHR:
- Employee date of birth
- Employee email
- Employee gender
- Employee groups
- Employee manager
- Employee name
- Employee number
- Employee phone numbers
- Employee start date
- Employee username
- Employment status: active, inactive, pending
- Termination date
- Termination reason
- Updated at
Chat Aid imports the following Group information from GreytHR:
- Group name
HaileyHR
Chat Aid imports the following Employee information from HaileyHR:
- Employee date of birth
- Employee email
- Employee gender
- Employee groups
- Employee home location
- Employee manager
- Employee name
- Employee number
- Employee phone
- Employee start date
- Employee status: active, inactive, pending
- Employee work location
- Termination date
Help Scout - Docs
Help Scout - Inbox
Chat Aid imports the following Contact information from Help Scout - Inbox:
- Contact details
- Contact email address
- Contact name
- Contact phone numbers
- Created at
- Updated at
Chat Aid imports the following Ticket information from Help Scout - Inbox:
- Assignee name
- Collection
- Contact name
- Created at
- Created by
- Ticket name
- Ticket number
- Ticket status
- Ticket type
- Ticket URL
- Updated at
Chat Aid imports the following User information from Help Scout - Inbox:
- Created at
- Updated at
- User email address
- User name
- User roles
HiBob
Chat Aid imports the following Employee information from HiBob:
- Created at
- Employee avatar
- Employee company
- Employee emails
- Employee groups
- Employee manager
- Employee name
- Employee number
- Employee start date
- Employee work location
- Employments
- Termination date
- Termination reason
- Termination type: voluntary, dismissed, redundancy, end of contract, retirement, mutual
Chat Aid imports the following Time off balance information from HiBob:
- Employee name
- Time off policy
- Time off request balance date
Chat Aid imports the following Time off policie information from HiBob:
- Policy name
- Policy unit: hours, days, weeks, months
Chat Aid imports the following Time off request information from HiBob:
- Name of employee requesting time off
- Request amount
- Request end time
- Request policy type
- Request start time
- Request status
- Request units: hours, days, weeks, months
HR Cloud
Chat Aid imports the following Employee information from HR Cloud:
- Created at
- Employee date of birth
- Employee email
- Employee ethnicity
- Employee gender
- Employee home location
- Employee manager
- Employee name
- Employee number
- Employee phone numbers
- Employee start date
- Employee termination date
- Employee termination reason
- Employee work location
- Updated at
Chat Aid imports the following Employment information from HR Cloud:
- Employee effective date
- Employee end date
- Employee job title
- Employee name
- Employee pay currency
- Employee pay frequency
- Employee pay rate
- Updated at
Chat Aid imports the following Group information from HR Cloud:
- Group name
Chat Aid imports the following Location information from HR Cloud:
- Location name
HubSpot
Chat Aid imports the following Contact information from HubSpot:
- Contact account name
- Contact address
- Contact email address
- Contact job title
- Contact name
- Contact phone number
- Created at
- Last activity at
- Updated at
Chat Aid imports the following Engagement information from HubSpot:
- Engagement account
- Engagement contact
- Engagement content
- Engagement direction
- Engagement end time
- Engagement opportunity
- Engagement owner
- Engagement start time
- Engagement subject
- Engagement type: call, email, meeting or raw response
Chat Aid imports the following Note information from HubSpot:
- Created at
- Note account
- Note contact
- Note content
- Note opportunity
- Note owner
- Updated at
Chat Aid imports the following Opportunitie information from HubSpot:
- Created at
- Opportunity account
- Opportunity amount
- Opportunity close date
- Opportunity contact
- Opportunity description
- Opportunity name
- Opportunity owner
- Opportunity stage
- Updated
Chat Aid imports the following Task information from HubSpot:
- Completed at
- Created at
- Task account
- Task contact
- Task content
- Task due date
- Task opportunity
- Task owner
- Task status
- Task subject
- Updated at
Chat Aid imports the following User information from HubSpot:
- Created at
- Is user active: true/false
- Updated at
- User email
- User name
Humaans
Chat Aid imports the following Employee information from Humaans:
- Created at
- Employee avatar
- Employee company
- Employee date of birth
- Employee email
- Employee groups
- Employee home location
- Employee manager
- Employee name
- Employee number
- Employee phone
- Employee start date
- Employee status: active, inactive, pending
- Employee work location
- Termination date
- Termination reason
- Termination type: voluntary, dismissed, redundancy, end of contract, retirement, mutual
- Updated at
Chat Aid imports the following Time off request information from Humaans:
- Created at
- Name of employee requesting time off
- Request amount
- Request description
- Request end time
- Request start time
- Request status
- Time off type
- Updated at
Chat Aid imports the following Time off type information from Humaans:
- Created at
- Time off name
- Time off unit: hours, days, weeks, months
- Updated at
Intercom
Chat Aid imports the following Contact information from Intercom:
- Contact email address
- Contact first name
- Contact last name
- Contact name
- Contact phone numbers
- Created_at
- Updated_at
Chat Aid imports the following Ticket information from Intercom:
- Assignee name
- Completed at
- Created at
- Created by
- Priority
- Ticket attachments
- Ticket contact
- Ticket description
- Ticket name
- Ticket status
- Ticket tags
- Updated at
Jira
Chat Aid imports the following Ticket information from Jira:
- Assignee name
- Created at
- Custom fields
- Issue type
- Priority
- Project name
- Project URL
- Reporter name
- Ticket description
- Ticket labels
- Ticket name
- Ticket status
- Ticket title
- Ticket URL
- Updated at
Keka
Chat Aid imports the following Employee information from Keka:
- Employee avatar
- Employee date of birth
- Employee email
- Employee gender
- Employee groups
- Employee home location
- Employee manager
- Employee marital status
- Employee name
- Employee number
- Employee pay group
- Employee phone
- Employee start date
- Employee status: active, inactive, pending
- Employments
- Termination date
- Termination reason
- Termination type: voluntary, dismissed, redundancy, end_of_contract, retirement, mutual
Chat Aid imports the following Time off request information from Keka:
- Created at
- Request description
- Request employee
- Request end time
- Request start time
- Request status
- Request type
Chat Aid imports the following Time off type information from Keka:
- Type description
- Type name
Linear
Chat Aid imports the following Ticket information from Linear:
- Assignee name
- Completed at
- Created at
- Priority
- Ticket description
- Ticket due date
- Ticket name
- Ticket number
- Ticket status
- Ticket tags
- Ticket URL
- Updated at
monday.com
Notion
Chat Aid imports the following Page information from Notion:
- Page content
- Page title
- Page URL
Okta
Chat Aid imports the following Companie information from Okta:
- Company display name
- Created at
- Updated at
Chat Aid imports the following Employee information from Okta:
- Created at
- Employee email
- Employee groups
- Employee name
- Employee number
- Employee phone number
- Employee start date
- Employee username
- Employment status: active, inactive, pending
- Updated at
Chat Aid imports the following Group information from Okta:
- Created at
- Group description
- Group name
- Group type
- Updated at
OneDrive
Pipedrive
Chat Aid imports the following Account information from Pipedrive:
- Account address
- Account name
- Account owner
- Created at
- Last activity at
- Number of employees in account
- Updated at
Chat Aid imports the following Contact information from Pipedrive:
- Contact account name
- Contact email address
- Contact name
- Contact phone number: number, extension, number type
- Created at
- Last activity at
- Updated at
Chat Aid imports the following Engagement information from Pipedrive:
- Created at
- Engagement account
- Engagement contact
- Engagement content
- Engagement opportunity
- Engagement owner
- Engagement subject
- Engagement type: call, email, meeting or raw response
- Updated at
Chat Aid imports the following Lead information from Pipedrive:
- Converted account
- Converted at
- Converted contact
- Created at
- Lead account
- Lead contact
- Lead email address
- Lead name
- Lead owner
- Lead source
- Lead title
- Updated at
Chat Aid imports the following Note information from Pipedrive:
- Created at
- Note account
- Note contact
- Note content
- Note opportunity
- Note owner
- Updated at
Chat Aid imports the following Opportunitie information from Pipedrive:
- Created at
- Last activity at
- Opportunity account
- Opportunity amount
- Opportunity close date
- Opportunity name
- Opportunity owner
- Opportunity stage
- Opportunity status
- Updated
Chat Aid imports the following Stage information from Pipedrive:
- Created at
- Stage name
- Updated
Chat Aid imports the following Task information from Pipedrive:
- Completed at
- Created at
- Task account
- Task contact
- Task content
- Task due date
- Task opportunity
- Task owner
- Task status
- Task subject
- Updated at
Chat Aid imports the following User information from Pipedrive:
- Created at
- Is user active: true/false
- Updated at
- User email
- User name
ReadMe
Salesforce
Chat Aid imports the following Account information from Salesforce:
- Account address
- Account description
- Account industry
- Account name
- Account owner
- Account phone numbers
- Account website
- Created at
- Last activity at
- No. of employees in account
- Updated at
Chat Aid imports the following Contact information from Salesforce:
- Contact account name
- Contact country
- Contact email address
- Contact name
- Created at
- Custom fields
- Updated at
Chat Aid imports the following Engagement information from Salesforce:
- Created at
- Engagement account
- Engagement contact
- Engagement content
- Engagement end time
- Engagement opportunity
- Engagement owner
- Engagement start time
- Engagement subject
- Engagement type: call, email, meeting or raw response
- Updated at
Chat Aid imports the following Lead information from Salesforce:
- Converted account
- Converted at
- Converted contact
- Created at
- Lead account
- Lead address
- Lead contact
- Lead email address
- Lead first name
- Lead last name
- Lead owner
- Lead phone number
- Lead source
- Lead title
- Updated at
Chat Aid imports the following Note information from Salesforce:
- Created at
- Note account
- Note contact
- Note content
- Note opportunity
- Note owner
- Note title
- Note visibility: public, private
- Updated at
Chat Aid imports the following Opportunitie information from Salesforce:
- Created at
- Last activity at
- Opportunity account
- Opportunity amount
- Opportunity close date
- Opportunity contact
- Opportunity description
- Opportunity name
- Opportunity owner
- Opportunity stage
- Opportunity status
- Updated at
Chat Aid imports the following Stage information from Salesforce:
- Created at
- Stage name
- Updated at
Chat Aid imports the following Task information from Salesforce:
- Created at
- Task account
- Task completed at
- Task contact
- Task content
- Task due date
- Task owner
- Task status
- Task subject
- Updated at
Chat Aid imports the following User information from Salesforce:
- Created at
- Is user active: true/false
- Updated at
- User email
- User name
SharePoint
Chat Aid imports the following Page information from SharePoint:
- Page content
- Page title
- Page URL
Slack
Square Payroll
Chat Aid imports the following Employee information from Square Payroll:
- Created at
- Employee emails
- Employee name
- Employee number
- Employee phone number
- Employee status: active, inactive, pending
- Employee work location
- Employments
- Updated at
Todoist
Trello
Chat Aid imports the following Ticket information from Trello:
- Assignee name
- Collection
- Created at
- Priority
- Ticket description
- Ticket due date
- Ticket name
- Ticket status
- Ticket tags
- Ticket URL
- Updated at
- Workspace
Web
Chat Aid imports the following Page information from Web:
- Public web pages
- Sitemaps
YouTrack
Chat Aid imports the following Ticket information from YouTrack:
- Assignee name
- Collection
- Completed at
- Created at
- Created by
- Parent ticket
- Priority
- Ticket attachments
- Ticket description
- Ticket name
- Ticket number
- Ticket status
- Ticket tag
- Ticket type
- Ticket URL
- Updated at
Zendesk
Zendesk - Help Center
Zendesk Sell
Zoho CRM
Chat Aid imports the following Contact information from Zoho CRM:
- Contact account
- Contact address
- Contact email address
- Contact name
- Contact phone numbers
- Contact tags
- Contact title
- Created at
- Last activity at
- Updated at
Chat Aid imports the following Note information from Zoho CRM:
- Created at
- Note contact
- Note content
- Note opportunity
- Note owner
- Updated at
Chat Aid imports the following Opportunitie information from Zoho CRM:
- Close date
- Created at
- Last activity at
- Opportunity account
- Opportunity amount
- Opportunity description
- Opportunity name
- Opportunity owner
- Opportunity stage
- Updated at
Chat Aid imports the following User information from Zoho CRM:
- Created at
- Is user active: true/false
- Updated at
- User email
- User name
Zoho People
Chat Aid imports the following Employee information from Zoho People:
- Created at
- Employee avatar
- Employee company
- Employee date of birth
- Employee email
- Employee gender
- Employee groups
- Employee home location
- Employee manager
- Employee marital status
- Employee name
- Employee number
- Employee phone
- Employee start date
- Employee status: active, inactive, pending
- Employee tags
- Employee work location
- Employments
- Termination date
- Updated at
Chat Aid imports the following Time off request information from Zoho People:
- Created at
- Name employee of employee requesting time off
- Request amount
- Request description
- Request status
- Request units: hours, days, weeks, months
- Time off end time
- Time off start type
- Time off type