Resources · Make integration

Chatra Make integrationAutomate Chatra with Make.

What happens to a Chatra chat once it ends? The Chatra Make integration gives you 3 instant triggers that pass new chats, new messages and closed chats to your other tools. This guide is for support and sales teams, and walks you from connection to a live first scenario.

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What you can automate

What can the Chatra Make integration do for you?

The Chatra Make integration lets Chatra start a scenario, the automation you build in Make, whenever a chat begins, a message is sent or a chat ends. Chatra hands Make the conversation, and the next modules (the bricks of a scenario) decide where it goes: a spreadsheet, a CRM, a team channel.

A record of every closed chat. Watch Finished Conversation fires when a conversation ends. Pair it with a spreadsheet or database module and your team gets a searchable history without copying transcripts by hand.

A heads-up for sales. Watch Conversation fires as soon as a visitor or an agent opens a chat. Route it to the channel where your sales reps already look, so a hot visitor never waits in a tab nobody watches.

Reacting to what people type. Watch Message in Conversation passes along each new message. Add a filter after it and only the messages that matter to you, say a question about a refund, go further.

Know the limits before you start. Chatra only offers triggers in Make: no module creates, edits or looks up a chat, and the app has no Make an API Call module. The Chatra docs also say its modules need a paid Chatra account. If you want to compare with the other big no-code tool, read n8n vs Make. New to the editor? The Make training covers the basics, and Make troubleshooting helps when a run fails.

Connect

How do you connect your Chatra account to Make?

  1. 01

    Add a Chatra module

    In a new scenario, click the + and search for Chatra. Pick one of the three triggers, then click Create a connection. A connection is your Chatra account linked to Make once, then reused by every Chatra module you add later.

  2. 02

    Name it and authorize

    Give the connection a name you will recognize, like the team that uses it; this step is optional. Then either approve Make on the Chatra page that opens, or paste the key Chatra gives you, depending on what the window asks for.

  3. 03

    Save and check

    Click Save. The connection now appears in the module's dropdown. Every Chatra module you add later offers it in that list, so you never link the same account twice.

First scenario

Your first scenario: log every finished Chatra chat

GoalWhen a conversation ends in Chatra, Make sends it to the tool where your team keeps its records.

  1. 01

    Create the scenario

    Open the Scenarios page, create a new scenario and click the + in the middle of the canvas. This first slot always holds the trigger, the module that starts everything.

  2. 02

    Add Watch Finished Conversation

    Search for Chatra, choose Watch Finished Conversation and pick the connection you created. The lightning badge tells you it is instant: Chatra calls Make the moment a chat closes.

  3. 03

    Add the destination

    Click the + on the right of the Chatra module and add the module of the tool that stores your records, a sheet or a CRM. Map the conversation data from Chatra into its fields.

  4. 04

    Test with Run once

    Click Run once, then end a test chat in Chatra. Open the bubble above each module to read the bundle it received, that is the conversation passed from one module to the next.

  5. 05

    Switch it on

    When the test looks right, save and turn the scenario on. From then on, each finished chat arrives in your log without anyone copying it.

Triggers

Which Chatra triggers can start a scenario?

3 modules start a scenario when something happens in Chatra. A scheduled trigger is checked by Make on the scenario's schedule; an instant one is called by Chatra as soon as it happens.

Chatra1Watch Conversation

Watch Conversation

Instant trigger

In Make“Triggers when a new conversation is started by a visitor or an agent.”

You find out about a chat the second it starts, whether a visitor typed first or one of your agents reached out. The scenario gets the new conversation and can pass it to the people who need to act on it.

How it fires
instant, Chatra calls Make through a webhook as soon as the chat opens.
When to use it
ping a sales channel when a new chat begins, or add the visitor to your CRM as a fresh lead.
Watch out
chats opened by agents fire it too, so add a filter if you only care about visitors.
Chatra2Watch Finished Conversation

Watch Finished Conversation

Instant trigger

In Make“Triggers when a conversation ends.”

This trigger waits for the end of the story: it runs once a conversation is over. It suits any follow-up that should happen after the talking stops.

How it fires
instant, Chatra tells Make through a webhook as soon as the chat ends.
When to use it
archive the chat in a spreadsheet, open a follow-up task, or send the customer a survey after support wraps up.
Watch out
nothing happens while the chat is still open, so pick another trigger for alerts that must reach someone during the conversation.
Chatra3Watch Message in Conversation

Watch Message in Conversation

Instant trigger

In Make“Triggers when a new message is sent in a conversation by a visitor or an agent.”

Each new message, sent by a visitor or by an agent, starts the scenario on its own. You get the chat piece by piece rather than whole, which is what you want to react to specific words while it is still going.

How it fires
instant, Chatra calls Make through a webhook as soon as the message is sent.
When to use it
flag messages that mention a refund or a bug and forward them to the right person.
Watch out
every message is a separate run, and each module run counts as an operation on your Make plan, so a filter right after the trigger keeps busy chats from using up your quota.
Need help

Need help automating Chatra with Make?

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FAQ

Chatra and Make: common questions

01Is the Chatra Make integration free?
Yes on the Make side. Chatra is a standard app, so it works on the Make Free plan, which allows 2 active scenarios, a 15 minute minimum interval for scheduled runs, 5 minutes per run and files up to 5 MB. Instant Chatra triggers do not depend on that interval. On the Chatra side, the docs say its modules need a paid Chatra account. Paid Make plans (Core, Pro, Teams and Enterprise) remove the cap on active scenarios and count usage in credits each month.
02What do you need to connect Chatra to Make?
A paid Chatra account, according to the Chatra docs, and a Make account. The docs list no other prerequisite and no specific steps, so the usual Make flow applies: add a Chatra module, click Create a connection, optionally name it, authorize Make on the Chatra page or paste the key Chatra provides, then save. The connection is reused by all three Chatra triggers, so you only do this once per Chatra account.
03Do Chatra triggers in Make fire instantly?
Yes. All three Chatra triggers are instant: Chatra calls Make through a webhook as soon as a chat starts, a message is sent or a chat ends. You do not wait for the 15 minute default schedule that applies to scheduled triggers. In the editor, the lightning badge on the module shows this. The scenario still has to be switched on to receive those calls, so a test with Run once is not enough on its own.
04What if the Chatra module you need is missing?
It depends on what you need. Chatra only has triggers in Make: nothing sends a message, edits a chat or searches past conversations, and there is no Make an API Call module to fill that gap. You can still use the three triggers to push chat data into another app that has the actions you want. If the job truly needs to write back to Chatra, the team behind this guide can look at your case and suggest a workable route.
05Should you use Make or n8n for Chatra?
It depends on the tool your team already knows. Chatra often exists as an n8n node too, so the choice rarely comes down to the app itself. On Make, you get three instant triggers for new chats, new messages and finished chats, with a visual editor and a Free plan to test on. Before choosing, check that the other tool covers the same Chatra events and compare how each one fits the rest of your stack.
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