LiveChat + webCRM + Formatter by Zapier

Create Activities in webCRM when LiveChat chats end

With this automation, newly-finished LiveChat chats are automatically created as Activities in webCRM. It makes it easy for your sales department or customer service to follow up on chats in webCRM, and you save the chat history in webCRM so that you do not miss any valuable information.

When this happens...
Finished Chat
Triggers when the chat is ended.
TriggerInstant
automatically do this...
Find Person
Finds a person.
ActionSearch
then do this...
Text
Work with text data to find & replace, capitalize, remove HTML, and more (with line-item support).
ActionWrite
then do this!
Create or Update Activity
Creates or updates an activity.
ActionWrite

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Supported triggers and actions

What does this mean?

Chat Changed
Triggers when the tag list for a particular chat was changed.
Trigger
Instant
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New Chat
Triggers when the chat is started.
Trigger
Instant
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New Visitor in Queue
Triggers when a visitor enters queue.
Trigger
Instant
Try It
- Event TypeRequired
Trigger
Instant
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- Event TypeRequired
Trigger
Instant
Try It

- Event TypeRequired
Trigger
Instant
Try It
- Event TypeRequired
Trigger
Instant
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- Event TypeRequired
Trigger
Instant
Try It
- Action TypeRequired
Action
Write
- Action TypeRequired
Action
Write
- Action TypeRequired
Action
Write
- Action TypeRequired
Action
Write
- Action TypeRequired
Action
Write
- File NameRequired
Action
Search
- Search FieldRequired
Action
Search
- Search FieldRequired
Action
Search
- TransformRequired
Action
Write
- TransformRequired
Action
Write

Finished Chat
Triggers when the chat is ended.
Trigger
Instant
Try It
New Ticket
Triggers when the ticket is created.
Trigger
Instant
Try It
- Event TypeRequired
Trigger
Instant
Try It
- Event TypeRequired
Trigger
Instant
Try It
- Event TypeRequired
Trigger
Instant
Try It
- Event TypeRequired
Trigger
Instant
Try It
- Event TypeRequired
Trigger
Instant
Try It
- Action TypeRequired
Action
Write
- Action TypeRequired
Action
Write
- Action TypeRequired
Action
Write
- Action TypeRequired
Action
Write
- Action TypeRequired
Action
Write
- Search FieldRequired
Action
Search
- Search FieldRequired
Action
Search
- Search FieldRequired
Action
Search
- TransformRequired
Action
Write
- TransformRequired
Action
Write

About LiveChat

LiveChat is the faster way to contact your customers. It is a web-based chat tool that lets you chat with your website visitors.

Learn more

Related categories

Customer Support

About webCRM

webCRM helps your sales team with the daily workflow and overview.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Formatter by Zapier

Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.

Learn more

LiveChat + webCRM + Formatter by Zapier

Create Activities in webCRM when LiveChat chats end

Chat Changed

New Chat

New Visitor in Queue

Delivery

Meeting

Organisation

Person

Support Case

Create or Update Delivery

Create Meeting

Create or Update Organisation

Create or Update Person

Create or Update Support Case

Find Document

Find Person (B2C)

Find User

Numbers

Utilities

Finished Chat

New Ticket

Activity

Document

Opportunity

Person (B2C)

Product

Create or Update Activity

Create or Update Document

Create or Update Opportunity

Create or Update Person (B2C)

Create or Update Product

Find Delivery

Find Organisation

Find Person

Date / Time

Text

About LiveChat

Related categories

About webCRM

Related categories

Similar apps

Zapier Interfaces

About Formatter by Zapier

Related categories