Connect HappyFox Chat and RiskAdvisor

Both apps 34HappyFox Chat 11RiskAdvisor 23

• Trigger
  Finished Chat

  Triggered when a chat in HappyFox Chat ends and its transcript is created.

• Trigger
  New Missed Chat

  Triggered when a chat in HappyFox Chat ends without an agent answering it.

• Trigger
  New Offline Message

  Triggered when a visitor leaves an offline message in HappyFox Chat.

• Action
  Get agent

  Returns one HappyFox Chat agent by ID, with their name, display name, email, timezone and permissions.

• Action
  Get department

  Returns one HappyFox Chat department by ID, with its name, chat profile and assigned agents.

• Action
  List agents

  Returns the agents on your HappyFox Chat account, with their names, emails, timezones and permissions.

• Action
  List canned responses

  Returns the canned responses on your HappyFox Chat account, with their text and the shortcuts agents type to insert them.

• Action
  List departments

  Returns the departments on your HappyFox Chat account, with their names and the agents assigned to each.

• Action
  List offline messages

  Returns the offline messages visitors left in HappyFox Chat while no agent was available.

• Action
  List transcripts

  Returns chat transcripts from HappyFox Chat, optionally narrowed by agent, visitor, department, chat profile or date range.

• Action
  List visitors

  Returns the visitors known to your HappyFox Chat account, with their contact details and browsing information.

• Trigger
  Call-In Quote Submitted

  Triggers when a call-in quote is submitted to the current RiskAdvisor team.

• Trigger
  Custom QuoteForm Submitted

  Triggers when a custom quote form is submitted to the current RiskAdvisor team.

• Trigger
  New Client

  Triggers when a new client is created in RiskAdvisor.

• Trigger
  New Policy

  Triggers when a new policy-link result is captured in RiskAdvisor.

• Trigger
  New Risk Profile

  Triggers when a new risk profile is created in RiskAdvisor.

• Trigger
  QuoteForm Submitted

  Triggers when a quote form is submitted to the current RiskAdvisor team.

• Trigger
  Updated Client

  Triggers when a client is created or updated in RiskAdvisor.

• Action
  Add Notes

  Appends notes to a RiskAdvisor risk profile; existing notes are kept.

• Action
  Archive Client

  Archives a RiskAdvisor client together with its related risk profiles.

• Action
  Create Client

  Creates a client on the connected user's current RiskAdvisor team.

• Action
  Create Driver

  Adds a driver to a risk profile that has auto insurance.

• Action
  Create Risk Profile

  Creates a draft risk profile for an existing client on the current RiskAdvisor team.

• Action
  Create Vehicle

  Adds a vehicle to a risk profile that has auto insurance.

• Action
  Find Client

  Finds RiskAdvisor clients by exact email, or by a search over name, email and phone.

• Action
  Find Policy

  Finds policy-link results by client email or client ID.

• Action
  Find Risk Profile

  Finds risk profiles by the primary client's email, draft status or insurance type.

• Action
  Get Client

  Returns one RiskAdvisor client by its ID, with name, contact details and lead source.

• Action
  Get current user

  Returns the RiskAdvisor user who owns the connected account's API token.

• Action
  List call-in quotes

  Returns the 20 newest call-in quote submissions for your current team, optionally limited to one client's email.

• Action
  List Drivers

  Returns the drivers on a risk profile's auto insurance.

• Action
  List Teams

  Returns the teams (agencies) the connected RiskAdvisor user belongs to.

• Action
  List Vehicles

  Returns the vehicles on a risk profile's auto insurance.

• Action
  Update Client

  Updates an existing RiskAdvisor client; fields left blank stay unchanged.

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