Connect Chatrace and White Swan to Build Intelligent Automations

Choose a Trigger

Chatrace

When this happens...

Choose an Action

White Swan

Automatically do this!

Enable Integrations or automations with these events of Chatrace and White Swan

Enable Integrations or automations with these events of Chatrace and White Swan

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

Explore more automations built by businesses and experts

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between Chatrace and White Swan?

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

Can we customize how data from Chatrace is recorded in White Swan?

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

How often does the data sync between Chatrace and White Swan?

The data sync between Chatrace and White Swan 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 White Swan?

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 White Swan?

Yes, you can set conditional logic to control the flow of data between Chatrace and White Swan. 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.

Learn More
White Swan

About White Swan

White Swan is a brokerage platform that allows businesses to offer any type of life insurance product through an embeddable experience.

Learn More