Chatra + NetSuite
Create or update NetSuite records for new Chatra conversations
Stay on top of your client interactions with this automation. Once set up, this workflow activates whenever there's a new conversation in Chatra, and consequently generates or updates a record in your NetSuite account. This provides a streamlined process to capture client communications, ensuring nothing falls through the cracks and enhancing customer relationship management.
Stay on top of your client interactions with this automation. Once set up, this workflow activates whenever there's a new conversation in Chatra, and consequently generates or updates a record in your NetSuite account. This provides a streamlined process to capture client communications, ensuring nothing falls through the cracks and enhancing customer relationship management.
- When this happens...New Conversation
Triggers when a new conversation is started by a visitor or an agent.
- automatically do this!Upsert (Create or Update) Record
Creates a new record if it does not exist. If the record already exists, it will be updated. Supports standard and custom records.
- Free forever for core features
- 14 day trial for premium features & apps
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