Connect Chaport to Modern Treasury

Both apps 34Chaport 20Modern Treasury 14

• 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
  Add counterparty

  Creates a counterparty — a person or business you send payments to or receive payments from — optionally with its bank accounts and legal entity.

• Action
  Add expected payment

  Creates an expected payment in Modern Treasury so an incoming or outgoing payment can be reconciled automatically when it arrives.

• Action
  Add external account

  Creates an external bank account for a counterparty in Modern Treasury, with its account numbers, routing details and owner information.

• Action
  Add invoice

  Creates an invoice for a counterparty, payable to one of your internal accounts.

• Action
  Add ledger transaction

  Creates a ledger transaction made of balanced debit and credit entries against your ledger accounts.

• Action
  Add payment order

  Creates a payment order that moves money between one of your internal accounts and a counterparty's or another internal account.

• Action
  Delete counterparty

  Deletes a counterparty from your Modern Treasury organization.

• Action
  Get counterparty

  Returns a single counterparty, including its accounts, contact details and metadata.

• Action
  Get invoice

  Returns a single invoice by its ID, including its amounts, status, counterparty and line-item details.

• Action
  Get ledger transaction

  Returns one ledger transaction, including its ledger entries, status and metadata.

• Action
  Get payment order

  Returns the details of a single payment order, including its amount, status, direction and accounts.

• Action
  List internal accounts

  Returns the organization's internal (bank) accounts, optionally filtered by counterparty, legal entity, currency, status or payment capability.

• Action
  Update counterparty

  Updates an existing counterparty's name, email, external ID, legal entity, metadata, remittance-advice setting or taxpayer identifier. Returns the updated counterparty.

• Action
  Update payment order

  Updates an existing payment order, for example changing its amount, description, metadata or status (such as cancelling or approving it). Returns the updated payment order.

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