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Chatra + ReadyCloud Suite

Create ReadyCloud Suite contact notes for new Chatra finished conversations

Make the most of chat. See your interactions summarized in ReadyCloud Suite and assigned to an existing contact or customer. Then, create a follow-up Event or Action Alert to keep your new leads engaged and the communication flowing.

Make the most of chat. See your interactions summarized in ReadyCloud Suite and assigned to an existing contact or customer. Then, create a follow-up Event or Action Alert to keep your new leads engaged and the communication flowing.

  1. When this happens...
    ChatraChatra
    New Finished Conversation

    Triggers when a conversation ends.

    TriggerInstant
  2. automatically do this...
    ReadyCloud SuiteReadyCloud Suite
    Find Contact

    Finds Contact by searching.

    ActionSearch
  3. then do this!
    ReadyCloud SuiteReadyCloud Suite
    Create Contact Note

    Creates a new Contact Note.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • 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
    • TeamRequired

    • ContactRequired

    Trigger
    Scheduled
    Try It
    • TeamRequired

    Trigger
    Instant
    Try It
  • Chatra triggers, actions, and search

    New Conversation

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

    Trigger
    Instant
    Try It
    • TeamRequired

    Trigger
    Instant
    Try It
    • TeamRequired

    • MemberRequired

    Trigger
    Scheduled
    Try It
    • TeamRequired

    • First nameRequired

    • Last name

    • Occupation

    • Website

    • Description

    • Is company

    • Address typeRequired

    • Address company name

    • Address first name

    • Address last name

    • Address line 1

    • Address line 2

    • Address city

    • Address region

    • Address post code

    • Address country

    • Address phone

    • Address email

    • Address residential

    • Source name

    • Source account

    Action
    Write
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chatra logo

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 more

Related categories

  • Customer Support
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readycloud logo

About ReadyCloud Suite

ReadyCloud is the shipping, returns and CRM suite built for eCommerce.

Related categories