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When this happens (Triggers)
Do this (Actions)
Create task Creates a new task.
Update task Updates an existing task.
Create contact Creates a new contact.
Update contact Updates an existing contact.
Create company Creates a new company.
Update company Updates an existing company.
Create deal Creates a new deal.
Update deal Updates an existing deal.
Call init When a call start.
Call hangup When the call hangup.
Create callback When the caller create a new callback request.
New Conversation (Chat Started) Event is triggered when a chat is started by a visitor or an agent
New Finished Conversation (Chat Transcript) Event is triggered when a chat is finished. Chat is considered finished after the visitor goes offline (leaves your website) or all the agents who participated in the conversation leave the chat.
Send a Message as an Agent Sends a Message as an Agent
Get an Existing Message Fetches an Existing Message
Receive Visitor’s Information Fetches Visitor’s Information
Edit Basic Visitor’s Information Updates the Basic Visitor’s Information
Create task (Coming soon) Creates a new task.
Create contact (Coming soon) Creates a new contact.
Create company (Coming soon) Creates a new company.