
When this happens...
New Company

Automatically do this!
Enable Integrations or automations with these events of SuiteDash and chatra
Triggers when a new company is created.
Creates a New Contact.
Get all Existing Contacts.
Creates a New Company.
You can find a company by Name or Id.
Find an existing Contact only by Email Address.
Updates an Existing Company.

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To start, connect both your SuiteDash and chatra accounts to viaSocket. Once connected, you can set up a workflow where an event in SuiteDash triggers actions in chatra (or vice versa).
Absolutely. You can customize how SuiteDash data is recorded in chatra. This includes choosing which data fields go into which fields of chatra, setting up custom formats, and filtering out unwanted information.
The data sync between SuiteDash and chatra 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 SuiteDash and chatra. 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.
SuiteDash is an all-in-one business software platform designed to streamline and automate various business processes, including CRM, project management, invoicing, and client portals. It is tailored to help businesses enhance their productivity and improve client interactions by providing a comprehensive suite of tools in a single platform.
Learn MoreChatra is a live chat software that helps to increase revenue and collect feedback providing an easy way for website owners to talk to visitors in real time.
Learn More