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How Zapier works
Zapier makes it easy to integrate Chatra with Google Docs - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Message in Conversation" from Chatra.
Add your action
An action happens after the trigger—such as "Append Text to Document" in Google Docs.
You’re connected!
Zapier seamlessly connects Chatra and Google Docs, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Message in Conversation
Triggers when a new message is sent in a conversation by a visitor or an agent.
Try ItTriggerInstant - New Finished Conversation
Triggers when a conversation ends.
Try ItTriggerInstant - Drive
- Folder
Try ItTriggerPolling- Drive containing the template document
- Folder containing the template document
- Template DocumentRequired
- New Document NameRequired
- Drive
- Folder for new Document
- Sharing Preference
- Unused Fields Preference
- Export Formats
- Insert Inline Image (Image URL)
- Image location (Segment ID)
- Image location (Index)
- Image location (tabId)
ActionWrite
- New Conversation
Triggers when a new conversation is started by a visitor or an agent.
Try ItTriggerInstant - New Document
Triggers when a new document is added (inside any folder).
Try ItTriggerPolling - Drive
- Folder
- Document NameRequired
- Text to AppendRequired
- Append Text on New Line?
ActionWrite- FileRequired
- Specify Document Name
- Drive
- Folder
ActionWrite
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