Chatra + NetSuite
Create new NetSuite records when new Chatra conversations start
Keep track of new conversations happening in your Chatra app by creating corresponding records in NetSuite. With this workflow, every new conversation in Chatra will generate a fresh record in NetSuite, ensuring your customer service and sales records are timely, accurate, and always up-to-date. This seamless process enables a streamlined system, ultimately boosting your efficiency in managing customer interactions.
Keep track of new conversations happening in your Chatra app by creating corresponding records in NetSuite. With this workflow, every new conversation in Chatra will generate a fresh record in NetSuite, ensuring your customer service and sales records are timely, accurate, and always up-to-date. This seamless process enables a streamlined system, ultimately boosting your efficiency in managing customer interactions.
- 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