Chatra + UserSketch
Create UserSketch events from new Charta conversations
Set up this template to stay responsive to new chats. Once active, this integration automatically creates an event in UserSketch as soon as a new Charta conversation registers. It will also create a user if one doesn't already exist.
Set up this template to stay responsive to new chats. Once active, this integration automatically creates an event in UserSketch as soon as a new Charta conversation registers. It will also create a user if one doesn't already exist.
- When this happens...New Conversation
Triggers when a new conversation is started by a visitor or an agent.
- automatically do this!Create Event
Creates a user event
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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 ItUser unique email address (required)Required
First name (optional)
Last name (optional)
Title (optional)
Phone number (optional)
Organization (optional)
Website (optional)
Subscription type (optional)
Notes (optional)
Address (optional)
City (optional)
State (optional)
Zip (optional)
Country (optional)
Billing address (optional)
Billing city (optional)
Billing state (optional)
Billing zip (optional)
billingCountry
New Conversation
Triggers when a new conversation is started by a visitor or an agent.
Try ItThe user's email (required)Required
Event type (required)Required
Message (required for "email" and "note" event types)
Payment event (required for "payment information" event type)
Amount (optional)
Currency unit (optional)
Event from (optional)
Link URL (optional)
Date (optional)
First name (optional)
Last name (optional)
Phone number (optional)
Billing address (optional)
Billing city (optional)
Billing state (optional)
Billing zip (optional)
Billing country (optional)
Subject