Chatra + NetSuite
Create new records in NetSuite for every new conversation in Chatra
Whenever a new conversation springs up in Chatra, ensure immediate follow-up by creating a corresponding record in NetSuite. This handy workflow saves you from manual data entry, streamlines your customer service process, and keeps your records up-to-date, all in real time. Now, you can focus on what matters most - serving your customers better.
Whenever a new conversation springs up in Chatra, ensure immediate follow-up by creating a corresponding record in NetSuite. This handy workflow saves you from manual data entry, streamlines your customer service process, and keeps your records up-to-date, all in real time. Now, you can focus on what matters most - serving your customers better.
- When this happens...New Conversation
Triggers when a new conversation is started by a visitor or an agent.
- automatically do this!Create Record
Creates a new record. Supports standard and custom records.
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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 ItStandard or Custom Record Type?Required
Select a Saved SearchRequired
Try ItRecord TypeRequired
RecordRequired
File to attachRequired