Chatra + NetSuite

Chatra + NetSuite integrations

Create new NetSuite records when new Chatra conversations start

Keep track of new conversations happening in your Chatra app by creating corresponding records in NetSuite. With this workflow, every new conversation in Chatra will generate a fresh record in NetSuite, ensuring your customer service and sales records are timely, accurate, and always up-to-date. This seamless process enables a streamlined system, ultimately boosting your efficiency in managing customer interactions.

When this happens...
New ConversationTriggers when a new conversation is started by a visitor or an agent.
TriggerInstant
automatically do this!
Create RecordCreates a new record. 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.

Learn moreLearn moreHelpHelp

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 or update NetSuite records for new Chatra conversations