Connect Chaport to JobTread

Both apps 40Chaport 20JobTread 20

• Trigger
  Chat Closed (instant)

  Fires when a chat is closed. Webhook event: chat.closed.

• Trigger
  Chat Finished

  Triggers when chat is finished.

• Trigger
  Chat Stage Updated (instant)

  Fires when a chat's stage changes. Webhook event: chat.stageUpdated.

• Trigger
  Message Read (instant)

  Fires when a message is read. Webhook event: message.read.

• Trigger
  New Chat Started

  Triggers when chat is started.

• Trigger
  New Message Sent (instant)

  Fires when a new message is sent in a chat. Webhook event: message.sent.

• Trigger
  New Visitor (instant)

  Fires when a new visitor is created. Webhook event: visitor.created.

• Trigger
  Visitor Updated

  Triggers when visitor data is updated.

• Action
  Create an Operator

  Adds a new operator to your Chaport account and returns the created operator.

• Action
  Delete a Message

  Deletes one message from a Chaport chat. Identify the visitor and the message you want removed.

• Action
  Delete an Operator

  Removes an operator from your Chaport account.

• Action
  List Operators

  Returns every operator in your Chaport account, with each operator's name, email, role and status.

• Action
  List Visitors

  Returns the visitors in your Chaport account, one page at a time.

• Action
  Retrieve an Operator

  Returns one Chaport operator with their name, email, role, job title and current status.

• Action
  Retrieve a Visitor

  Returns one Chaport visitor with their name, contact details, notes and any custom data held about them.

• Action
  Retrieve Last Visitor Chat

  Returns a visitor's most recent Chaport chat, including its stage, operators and — when asked for — the transcript.

• Action
  Send a Message

  Posts a message into a Chaport visitor's chat, starting a chat if there isn't one open.

• Action
  Update an Operator

  Updates a Chaport operator's details. Anything you leave blank keeps its current value.

• Action
  Update a Visitor

  Updates an existing Chaport visitor's contact details, notes and custom data. Only the fields you fill in are changed; blank fields are left untouched.

• Action
  Update Operator Status

  Sets a Chaport operator's availability status, such as online or offline, optionally for a limited time.

• Action
  Assign Access

  Grants a team member access to a JobTread record such as a job, so they can see and work on it.

• Action
  Create Comment

  Creates a comment on a JobTread record such as a job, customer or vendor, optionally as a reply to another comment.

• Action
  Create Customer

  Creates a new customer account in your JobTread organization.

• Action
  Create Customer Contact

  Creates a contact person on a JobTread customer account.

• Action
  Create Job

  Creates a job in JobTread at an existing customer location, optionally copying costs or tasks from another job and setting budget line items and custom fields.

• Action
  Create Location

  Creates a location (job site address) for a JobTread customer. A location is required before a job can be created for that customer.

• Action
  Create Task

  Creates a task or to-do on a JobTread job, customer/vendor account, or organization.

• Action
  Create Vendor

  Creates a new vendor account in your JobTread organization.

• Action
  Create Vendor Contact

  Creates a contact person on a vendor account in JobTread.

• Action
  Find a Customer

  Finds customers in your JobTread organization by exact name and returns the matching customer records.

• Action
  Find a Job

  Finds jobs in your JobTread organization by job name or job number and returns the matches.

• Action
  Find a Location

  Finds JobTread locations in your organization by exact name and returns the first match plus all matches.

• Action
  Find a Membership

  Finds a team member's membership in your JobTread organization by the user's name, returning the membership with its user and role.

• Action
  Find a Vendor

  Finds vendors in a JobTread organization by exact name and returns the first match along with all matches.

• Action
  Import Task Template

  Copies the tasks from a JobTread task template onto a job or other target, scheduled from an optional start date.

• Action
  Query API

  Runs any JobTread Pave query or mutation you write and returns the raw result, for reading or changing data the other JobTread actions don't cover.

• Action
  Update Customer

  Updates an existing customer in JobTread, such as its name, tax status or custom field values.

• Action
  Update Location

  Updates an existing location's name, address, contact, tax settings or custom fields in JobTread.

• Action
  Update Vendor

  Updates an existing vendor in JobTread, including its name, tax settings and custom field values.

• Action
  Upload Files

  Uploads a file from a public URL into JobTread and attaches it to a job or other record.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.