Charla and Salesflare
How to connect Charla
- Via Zapier — 13 operations available. Set it up ↗
- Via Make — 0 modules available. Set it up ↗
What you can automate
- When new Pre-Chat Form Submitted in Charla, find or create contact in Salesflare.
About Charla
Charla is a Conversational Platform that allows you to connect with your customers instantly through Live Chat, AI Chatbots, Knowledge Base, and Help Desk.
Charla operations on Zapier
Triggers (2)
Start a workflow when this happens
- New Chat Started — Triggers when the visitor send his first message in the conversation.
- New Pre-Chat Form Submitted — Triggers when the site visitor submits the prechat form (if enabled). The external id is automatically generated when you initially configure the form fields of the chatform.
Actions (5)
Things Salesflare can make it do
- Create Article — Create a new article. The article will be automatically used for chatbot training based on the AI Chatbot settings and the types of articles configured for training.
- Create Contact — Creates a new contact with details
- Delete Article — Delete an existing article by id.
- Update Article — Update an existing article. The article will be automatically used for chatbot training based on the AI Chatbot settings and the types of articles configured for training.
- Update Contact — Update an existing contact
Searches (6)
Look up existing records
- Find Article By Id — Find Article details by id. You can get the id from the Articles section, under the Knowledge base tab in the Property settings.
- Find Articles — Find all articles associated with a property. The results are sorted by creation date in descending order, with a page size of 25 items.
- Find Contact by Id. — Find Contact details by Id.
- Find Contacts — Find all contacts. The results are sorted by contact last modification date in descending order, with a page size of 25 items.
- Find Conversations — Find all conversations per visitor. The results are sorted by the last message received per visitor in descending order, with a page size of 25 items.
Show 1 more searches
- Find Knowledge Base Categories — Find all categories.
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