Integrate Chatra with Insightly
Send information between Chatra and Insightly automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Chatra and Insightly 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 ended
Triggers when a conversation is ended
Conversation started
Triggers when a new conversation is started by a visitor or an agent
New Project
Triggers when a new project is created
New Opportunity
Triggers when a new opportunity is created
New Lead
Triggers when a new lead is created
New Organization
Triggers when a new organization is created
New Contact
Triggers when a new contact is created
New Task
Triggers when a new task 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 Opportunity
Creates a new opportunity
Create Project
Creates a new project
Create Contact
Creates a new contact
Create Lead
Creates a new lead
Create Task
Creates a new task
Create Organization
Creates a new organization
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 Insightly?
Insightly is a CRM and project management software. You can access everything about a lead from a single page, automate customer communication, and monitor your milestones, tasks, and even resources.
Similar apps
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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Toto
Technical Engineer, Master Liveaboards
