Chatra Zapier integrationAutomate Chatra with Zapier.
The Chatra Zapier integration gives you 3 triggers, 0 actions and 0 searches. Chatra can start a Zap the second a chat opens, gets a reply or closes, but nothing can write back into Chatra. Every result lands in another tool.
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What the Chatra Zapier integration actually does
It turns live chat events into starting points. Zapier listens to your Chatra account and, when a visitor or an agent opens a conversation, sends a message, or when a conversation ends, it runs whatever you chained after it in your other apps. Chatra is the spark here, never the destination.
Three outcomes cover most setups. A full chat archive: New Finished Conversation fires once per closed chat, so every finished exchange can become one row or one record somewhere you already search. A heads-up for the team: New Conversation fires when a chat starts, which is the moment someone on sales or support wants to know a visitor is talking. A message-level feed: New Message in Conversation fires on every single message, from the visitor or from the agent, for the cases where each line matters.
Now the part the Zapier listing does not spell out. Zapier has no action and no search for Chatra. You cannot create a conversation, post a reply, tag a chat or look up a visitor from a Zap. If your plan relies on pushing data into Chatra, this integration stops short, and you should know it before building anything.
The good news is the speed. All three triggers are instant, so even a free account gets each event without waiting for a timer (more on that in the cost section). For a broader take on the tool, the Zapier review is a useful read, and the Chatra Make integration page covers the same app on another platform.
Zapier vocabulary in one minute
Seven words, each used again further down without a reminder.
- Zap
- The automation you build on Zapier: one trigger, followed by one or more actions that run every time the trigger event happens.
- Trigger
- The event in an app that starts the Zap. Once the Zap is switched on, Zapier waits for that event and nothing else.
- Action
- What the Zap does after it starts: the step that writes, sends or moves something for you in another app.
- Task
- The unit Zapier bills. One task equals one action your Zap completes successfully, and your plan counts those.
- Polling vs instant
- A polling trigger is checked on a timer. An instant trigger is reported by the app itself the moment the event happens.
- Filter
- A step that lets the Zap continue only when what arrived meets the condition you set, and stops it quietly otherwise.
- Connection
- Your Chatra account linked to Zapier once, then reused by every Zap and every step that needs Chatra.
What a Chatra Zap really costs
The trigger is free. Watching Chatra never costs a task, however many chats come in. You pay only when an action that follows succeeds.
- Premium appNo, available on the free plan
- Free plan100 tasks a month, two-step Zaps only
- Trigger cost0 tasks, always
- Failed actionNot counted against the plan
Chatra is not a premium app, so it works on the free plan: 100 tasks a month, unlimited Zaps, but only two steps per Zap (one trigger, one action). Add a filter or a second action and it becomes a multi-step Zap, which needs a paid plan. Watch the message trigger: one busy chat can spend several tasks on its own. A failed action costs nothing, and a three-action Zap spends three times more than a one-action Zap.
Connect your Chatra account in three steps
- 01
Open the Apps page
In your Zapier account, go to Apps and click + Add connection. You need an existing Chatra account first, plus access to the chats you want the Zap to see.
- 02
Find Chatra and confirm
Type Chatra in the search box of the dialog, pick it from the results, then click Add connection. Zapier opens a separate tab where Chatra takes over.
- 03
Sign in and grant access
Log in to Chatra in that tab and allow Zapier to reach the account. The connection then shows up in your list and every future Chatra step can reuse it without asking again.
Your first Chatra Zap: log every finished chat
GoalEach conversation that ends in Chatra becomes a row in a spreadsheet, but only the ones that pass your filter.
- 01
Create the Zap
Start a new Zap, choose Chatra as the app that starts it, and pick New Finished Conversation as the event. Select the connection you added earlier.
- 02
Test the trigger
Run the test. Zapier pulls the three most recent finished chats, so pick one that looks like a typical conversation. You will map from it.
- 03
Add a filter
Click the plus icon, choose Filter, then set the field to watch, the rule and the value, using something you saw in the test sample. Text rules only work on text.
- 04
Add the action
Add the step in your other app, here a spreadsheet row, and map the chat details from the test into its columns. Test this step once and read what came back.
- 05
Publish
Click publish to switch the Zap on. The filter makes this a multi-step Zap, so it runs on a paid plan. On the free plan, drop the filter and keep two steps.
The three Chatra triggers
3 events start a Zap when something happens in Chatra, and 3 of them are instant: the app calls Zapier straight away, whatever your plan.
New Message in Conversation
Instant triggerIn Zapier“Triggers when a new message is sent in a conversation by a visitor or an agent.”
Every single message posted inside a chat starts the Zap, whether a visitor typed it or one of your agents answered. It is the finest grain Chatra offers through Zapier: one line of chat, one run.
New Conversation
Instant triggerIn Zapier“Triggers when a new conversation is started by a visitor or an agent.”
This one fires once, at the very start of a chat, when a visitor opens the window or an agent reaches out first. You get the opening of the exchange, not what follows.
New Finished Conversation
Instant triggerIn Zapier“Triggers when a conversation ends.”
Here the Zap waits for the end. When a chat is over, Zapier hears about it once, which makes it the cleanest starting point for anything you want to keep or review later.
When a Chatra Zap breaks
Zapier lists no help article and no rate limit specific to Chatra.
The weak spots come from Zapier itself and from how the three triggers behave. Four cases are worth knowing before you publish.
Old chats are never picked up
A Zap only reacts to what happens after it is switched on. Conversations that ended last week stay where they are, and moving that backlog is a separate job.A burst of events gets held back
If the trigger suddenly sends a huge batch at once, Zapier's flood protection can hold those runs back instead of firing them all in one go.The task count drains on busy days
New Message in Conversation runs once per message. With an action behind it, a single long chat spends several tasks, and 100 tasks a month go quickly.The filter stops the free plan
A filter or a second action turns the Zap into a multi-step Zap. On the free plan you cannot publish it, so plan for two steps or a paid plan.
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