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NetSuite logoNetSuite logo

Chatra + NetSuite

Chatra + NetSuite

Chatra + NetSuite integrations

Create new records in NetSuite for every new conversation in Chatra

Whenever a new conversation springs up in Chatra, ensure immediate follow-up by creating a corresponding record in NetSuite. This handy workflow saves you from manual data entry, streamlines your customer service process, and keeps your records up-to-date, all in real time. Now, you can focus on what matters most - serving your customers better.

  1. When this happens...
    New Conversation
    New Conversation
    New ConversationTriggers when a new conversation is started by a visitor or an agent.
  2. automatically do this!
    Create Record
    Create Record
    Create RecordCreates a new record. Supports standard and custom records.
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More things you can do with Chatra and NetSuite

Discover other triggers and actions you can use with Chatra and NetSuite

  • Chatra triggers, actions, and search
    New Message in Conversation

    Triggers when a new message is sent in a conversation by a visitor or an agent.

    Trigger
    Instant
    Try It
  • Chatra triggers, actions, and search
    New Finished Conversation

    Triggers when a conversation ends.

    Trigger
    Instant
    Try It
    • Standard or Custom Record Type?
      Required
    • Select a Saved Search
      Required
    Trigger
    Polling
    Try It
    • Record Type
      Required
    • Record
      Required
    • File to attach
      Required
    Action
    Write
  • Chatra triggers, actions, and search
    New Conversation

    Triggers when a new conversation is started by a visitor or an agent.

    Trigger
    Instant
    Try It
    • Record Type
      Required
    Trigger
    Polling
    Try It
    • Record Type
      Required
    Trigger
    Polling
    Try It
    • Folder
    • Folder name
    • Parent folder
    • Description
    Action
    Write
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About Chatra
Chatra is a live chat software that helps to increase revenue and collect feedback providing an easy way for website owners to talk to visitors in real time.
Related categories
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About NetSuite
NetSuite is a cloud-based ERP that provides accounting services, financial management, CRM, inventory management, e-commerce and more
Related categories

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