LiveAgent + ConvergeHub Integrations
How to connect LiveAgent + ConvergeHub
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New Customer (Experimental)Triggers when a new customer is added to system. (uses API v3).Trigger- New CustomerTriggers when a new customer is added to system.Trigger
- Add Customer to GroupAdd customer to group.Action
- Create ConversationCreates new conversation.Action
- Add New CustomerAdds new contact/customer to system.Action
- Remove Customer From GroupRemoves customer from particular group.Action
New InvoiceTriggers when a new Invoice is createdTrigger- New AccountTriggers when you add a new account.Trigger
- ConvergeHub
Triggers when you add a new contact.
Scheduled
Trigger
- ConvergeHub
Triggers when any entry is created in the specified module.
Scheduled
Trigger
- ConvergeHub
Triggers when you add a new event.
Scheduled
Trigger
- ConvergeHub
Triggers when you add a new lead.
Scheduled
Trigger
- ConvergeHub
Triggers when you add a new target.
Scheduled
Trigger
- ConvergeHub
Triggers when new quotes created.
Scheduled
Trigger
- ConvergeHub
Creates a new account.
Scheduled
Action
- ConvergeHub
Creates a new contact.
Scheduled
Action
- ConvergeHub
Creates a new event.
Scheduled
Action
- ConvergeHub
Creates a new lead.
Scheduled
Action
- ConvergeHub
Create a new entry in the module
Scheduled
Action
- ConvergeHub
Creates or Updates a lead.
Scheduled
Action
- ConvergeHub
Creates a new target.
Scheduled
Action
- ConvergeHub
Create a new Invoice
Scheduled
Action
- ConvergeHub
Create a new Quotes
Scheduled
Action
- ConvergeHub
Search by Unique Reference Id of the source application.
Scheduled
Action
How LiveAgent + ConvergeHub Integrations Work
- Step 1: Authenticate LiveAgent and ConvergeHub.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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