Connect Freshchat Classic and SmartSuite to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Freshchat Classic
Choose an Action
Automatically do this!
Update a Record
Find Many Records
List All Teams
List Comments
List Tables
List Solutions
List Members
Enable Integrations or automations with these events of Freshchat Classic and SmartSuite
Enable Integrations or automations with these events of Freshchat Classic and SmartSuite
Actions
Create a User
Add a new user to Freshchat.
Search Users
Find users by email, name, phone number, or reference ID and return matching user records. Supports pagination and sorting.
Create a conversation
Creates a new conversation.
Search User
Search a user.
Update a Record
Updates an existing record in SmartSuite.
Find Many Records
Find multiple records by field match or SmartSuite search syntax.
Explore more automations built by businesses and experts
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Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
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Automate Social Media Post Creation and Scheduling Across Multiple Platforms
- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
- YoutubeYoutube Video ScriptYoutube Description VideoCreate an Avatar VideoDelayRetrieve Shareable Link for a Video1Upload VideoAdd Step
- TwitterTwitter TweetPost a TweetAdd Step
- LinkedinLinkedin ArticleCreate a linkedin Article or URL postAdd Step
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Frequently Asked Questions
To start, connect both your Freshchat Classic and SmartSuite accounts to viaSocket. Once connected, you can set up a workflow where an event in Freshchat Classic triggers actions in SmartSuite (or vice versa).
Absolutely. You can customize how Freshchat Classic data is recorded in SmartSuite. This includes choosing which data fields go into which fields of SmartSuite, setting up custom formats, and filtering out unwanted information.
The data sync between Freshchat Classic and SmartSuite typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Freshchat Classic and SmartSuite. 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.
About Freshchat Classic
Freshchat is a modern messaging software designed to help businesses engage with their customers through various communication channels. It offers features like live chat, chatbots, and in-app messaging to enhance customer support and improve customer experience.
Learn MoreAbout SmartSuite
SmartSuite is a comprehensive platform designed to streamline business processes and enhance productivity. It offers a suite of tools for project management, collaboration, and workflow automation, making it an ideal solution for businesses looking to optimize their operations.
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