Chatra + NetSuite

Chatra + NetSuite integrations

Create or update NetSuite records for new Chatra conversations

Stay on top of your client interactions with this automation. Once set up, this workflow activates whenever there's a new conversation in Chatra, and consequently generates or updates a record in your NetSuite account. This provides a streamlined process to capture client communications, ensuring nothing falls through the cracks and enhancing customer relationship management.

When this happens...
New ConversationTriggers when a new conversation is started by a visitor or an agent.
TriggerInstant
automatically do this!
Upsert (Create or Update) RecordCreates a new record if it does not exist. If the record already exists, it will be updated. Supports standard and custom records.
ActionWrite

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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

New Message in Conversation
Triggers when a new message is sent in a conversation by a visitor or an agent.
Trigger
Instant
Try It
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
- Record Type
  Required
- Internal ID
  Required
Action
Write

- Query
  Required
- Limit
- Offset
Action
Write
- Source Record Type
  Required
- Source Record ID
  Required
Action
Write

- Folder
  Required
- File
  Required
- Name
  Required
- File_type
  Required
- Description
- Is_online
- Is_private
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Search by
  Required
- Download File
Action
Search
- Standard or Custom Record Type?
  Required
- Select a Saved Search
  Required
- Filter Info
- Select Columns to Search
- Enter Search Terms (Corresponding to Columns)
- Search Operators (Corresponding to Columns)
Action
Search
- Record Type
  Required
Action
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
- Record Type
  Required
- Record
  Required
- File to detach
  Required
Action
Write
- Record Type
  Required
Action
Write
- Record Type
  Required
- Internal ID
  Required
Action
Write
- Record Type
  Required
- External ID
  Required
Action
Write
- Case Internal ID
  Required
Action
Search
- Record Type
  Required
- Primary Field to Search By
  Required
- And/Or Operator
- Secondary Field to Search By
Action
Search
- Record Type
  Required
- Limit Number of Results
- Primary Field to Search By
  Required
- And/Or Operator
- Secondary Field to Search By
Action
Search

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.

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Related categories

Communication

About NetSuite

NetSuite is a cloud-based ERP that provides accounting services, financial management, CRM, inventory management, e-commerce and more

HelpHelp

Related categories

CRM (Customer Relationship Management)

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Related Zap Templates

Create new records in NetSuite for every new conversation in Chatra

Create new NetSuite records when new Chatra conversations start