Chatra + HelpSpot
Create HelpSpot requests from new finished Chatra chat transcripts
Once active, this integration takes a finished Chatra Chat transcript and automatically imports it as a new request in HelpSpot. Customer information from Chatra is also attached to the request.
Once active, this integration takes a finished Chatra Chat transcript and automatically imports it as a new request in HelpSpot. Customer information from Chatra is also attached to the request.
- When this happens...New Finished Conversation
Triggers when a conversation ends.
- automatically do this!Create a New Request
Creates a new request. Please note that one of the following is required; first name, last name, user id, email, or phone.
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New Message in Conversation
Triggers when a new message is sent in a conversation by a visitor or an agent.
Try ItNew Finished Conversation
Triggers when a conversation ends.
Try ItUpdate
Triggers when a request is updated.
Try ItSubject
Note BodyRequired
Category
Note Type
HTML Note
Customer Id
First Name
Last Name
Email
Phone
Urgent
Mailbox
Opened Via
Email CC
Email BCC
Email Staff
Open
Status
New Conversation
Triggers when a new conversation is started by a visitor or an agent.
Try ItNew Request
Triggers when a new request is created.
Try ItCategory
Status
Open/Closed
Customer ID
First Name
Last Name
Email
Phone
Search String
Try ItxRequestRequired
Subject
Note Body
Category
Note Type
HTML Note
Customer Id
First Name
Last Name
Email
Phone
Urgent
Mailbox
Opened Via
Email CC
Email BCC
Email Staff
Status
Open