Connect Chatrace and Investr to Build Intelligent Automations

Choose a Trigger

Chatrace

When this happens...

Choose an Action

Investr

Automatically do this!

Enable Integrations or automations with these events of Chatrace and Investr

Enable Integrations or automations with these events of Chatrace and Investr

Actions

Create Custom Fields

Create Custom Fields

Create's a custom fields

Create Contact

Create Contact

Create a contact.

Find Contact By Id

Find Contact By Id

Retrieve a contact detail's by id.

Create Tag

Create Tag

create a tag.

Request a new Action for Chatrace

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Frequently Asked Questions

How do I start an integration between Chatrace and Investr?

To start, connect both your Chatrace and Investr accounts to viaSocket. Once connected, you can set up a workflow where an event in Chatrace triggers actions in Investr (or vice versa).

Can we customize how data from Chatrace is recorded in Investr?

Absolutely. You can customize how Chatrace data is recorded in Investr. This includes choosing which data fields go into which fields of Investr, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Chatrace and Investr?

The data sync between Chatrace and Investr typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Chatrace to Investr?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Chatrace and Investr?

Yes, you can set conditional logic to control the flow of data between Chatrace and Investr. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Chatrace

About Chatrace

Chatrace is a dynamic platform designed to enhance team communication and collaboration. It offers seamless chat functionalities, enabling teams to stay connected and productive.

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Investr

About Investr

Investr is a financial management and investment tracking app that helps users monitor portfolios, analyze market trends, and make informed investment decisions. It provides real-time data, insights, and tools to simplify wealth management.

Learn More