Integrate Chatra with Capsule CRM
Send information between Chatra and Capsule CRM automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Chatra and Capsule CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Conversation ended
Triggers when a conversation is ended
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
New Person
Triggers when a new person is created on Capsule CRM
New Task
Triggers when a new open task is created
New User
Triggers when a new user is added
New Case
Triggers when a new case is created
New Opportunity
Triggers when a new opportunity is created
New Organization
Triggers when a new organization is created
All Actions - Actions are the automated tasks
Send message
Sends a message on behalf of a random agent
Send message on behalf of agent or group
Sends a message on behalf of an agent or a group
Fetch visitor
Fetches the details of a visitor
Create Person
Creates a new person on Capsule CRM
Create Case
Creates a new case
Create Task
Creates a new task
Create Opportunity
Creates a new opportunity
Find person
Finds the details of the specified person by 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 Capsule CRM?
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Owain ap Rees
Sales Director, Artico
Endless integrations. End to manual work.
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