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Triggers and actions 34 triggers · 36 actions
Trigger
Chat Closed (instant)Fires when a chat is closed. Webhook event: chat.closed.
Trigger
Chat FinishedTriggers 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 StartedTriggers 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 UpdatedTriggers when visitor data is updated.
Action
Create an OperatorAdds a new operator to your Chaport account and returns the created operator.
Action
Delete a MessageDeletes one message from a Chaport chat. Identify the visitor and the message you want removed.
Action
Delete an OperatorRemoves an operator from your Chaport account.
Action
List OperatorsReturns every operator in your Chaport account, with each operator's name, email, role and status.
Action
List VisitorsReturns the visitors in your Chaport account, one page at a time.
Action
Retrieve an OperatorReturns one Chaport operator with their name, email, role, job title and current status.
Action
Retrieve a VisitorReturns one Chaport visitor with their name, contact details, notes and any custom data held about them.
Action
Retrieve Last Visitor ChatReturns a visitor's most recent Chaport chat, including its stage, operators and — when asked for — the transcript.
Action
Send a MessagePosts a message into a Chaport visitor's chat, starting a chat if there isn't one open.
Action
Update an OperatorUpdates a Chaport operator's details. Anything you leave blank keeps its current value.
Action
Update a VisitorUpdates 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 StatusSets a Chaport operator's availability status, such as online or offline, optionally for a limited time.
Trigger
New ClientTriggers when a new client is created.
Trigger
New CompanyTriggers when a new company is created.
Trigger
New ExpenseTriggers when an expense is created.
Trigger
New Exported Invoice (Bookkeeping)Triggers when a new invoice is exported (for the bookkeeping).
Trigger
New Incoming PaymentTriggers when a new incoming payment is created.
Trigger
New InvoiceTriggers when a new invoice is created.
Trigger
New Invoice StatusTriggers when the status of an invoice is changed.
Trigger
New OfferTriggers when a new offer is created.
Trigger
New Outgoing PaymentTriggers when a new outgoing payment is created.
Trigger
New Planning EntryTriggers when a new Planning Entry is created.
Trigger
New PresenceTriggers when a new Presence is created.
Trigger
New Project AssignmentTriggers when a person is assigned to a project.
Trigger
New PurchaseTriggers when a new purchase is created.
Trigger
New Recurred ExpenseTriggers when an expense is recurred.
Trigger
New TaskTriggers when a new task is created.
Trigger
New Time EntryTriggers when a new time entry is created.
Trigger
Unarchived ProjectTriggers when a project is made active again.
Trigger
Updated CompanyTriggers when a company was updated.
Trigger
Updated ExpenseTriggers when an expense was updated.
Trigger
Updated InvoiceTriggers when an invoice was updated.
Trigger
Updated LeadTriggers when a lead was updated.
Trigger
Updated Planning EntryTriggers when a Planning Entry was updated.
Trigger
Updated PresenceTriggers when a Presence was updated.
Trigger
Updated ProjectTriggers when a project was updated.
Trigger
Updated PurchaseTriggers when a purchase was updated.
Trigger
Updated Time EntryTriggers when a time entry was updated.
Action
Create CommentCreates a new Comment.
Action
Create CompanyCreates a new company (customer only).
Action
Create ContactCreates a new contact person.
Action
Create ExpenseCreates a new Expense.
Action
Create Incoming PaymentCreates a new incoming payment.
Action
Create LeadCreates a new lead.
Action
Create Outgoing PaymentCreates a new outgoing payment.
Action
Create ProjectCreates a new Project.
Action
Create PurchaseCreates a new Purchase.
Action
Create TaskCreates a new project task.
Action
Create Time EntryCreate a new time entry.
Action
Find CompanyFinds an existing Company.
Action
Find ContactFinds an existing Contact.
Action
Find ExpenseFinds an existing Expense.
Action
Find InvoiceFinds an existing Invoice.
Action
Find LeadFinds an existing lead.
Action
Find OfferFinds an existing Offer.
Action
Find Planning EntryFinds an existing Planning Entry.
Action
Find ProjectFinds an existing project.
Action
Find PurchaseFinds an existing Purchase.
Action
Find TaskFinds an active Task for a Project.
Action
Find Time EntryFinds an existing Time Entry.
Action
Find UserFinds an existing active user.
Action
Record PresenceRecord a new presence.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.