Integrate Chatra with ClinchPad
Send information between Chatra and ClinchPad automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Chatra and ClinchPad using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Message sent in conversation
Triggers when a new message is sent in a conversation by a visitor or an agent
Conversation started
Triggers when a new conversation is started by a visitor or an agent
Conversation ended
Triggers when a conversation is ended
To-do created
Triggers when a to-do is created
Lead lost
Triggers when an existing lead is marked as lost
Note added
Triggers when a note is added to a lead
Lead created
Triggers when a new lead is created
Lead won
Triggers when an existing lead is marked as won
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 to-do
Creates a new to-do for the specified lead
Create a lead
Creates a new lead
Create note
Creates a new note for the specified lead
Update to-do
Updates the details of an existing to-do
Fetch lead
Fetches the details of an existing lead using ID
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.
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What is ClinchPad?
ClinchPad is a web-based CRM application built for small teams who are looking to transition from a cluster of spreadsheets to a more organized way of tracking leads.
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