Integrate Chatra with Docupilot
Send information between Chatra and Docupilot automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Chatra and Docupilot using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Conversation started
Triggers when a new conversation is started by a visitor or an agent
Message sent in conversation
Triggers when a new message is sent in a conversation by a visitor or an agent
Conversation ended
Triggers when a conversation is ended
All Actions - Actions are the automated tasks
Send message on behalf of agent or group
Sends a message on behalf of an agent or a group
Send message
Sends a message on behalf of a random agent
Fetch visitor
Fetches the details of a visitor
Create folder
Creates a new folder
Create document
Creates a new document from a specified template
What is Chatra?
Chatra is a live-chat, email and social messaging platform that lets you add live chat to your website and talk with your website visitors in real-time, get website insights and more.
What is Docupilot?
Docupilot is a document automation application that lets you create documents using intelligent templates and data, automate document workflows and more.
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